From CFC:
CFC Wrote:Oh boy, from CFC:
[quote=CFC]
Hi Scooter,
As promised, here is a response to your question about the NAP.
We are aware that some of your NAPs, as well as some of ours, and many other Teams' NAPs with each other, are all expiring around the same time. To borrow from GRRM, we think that this potential "chaos is a ladder of opportunity" for us and we prefer to let as many NAPs as possible expire in order to leverage the uncertainty into the best possible situation for our team. To illustrate, our current extended NAP with you has necessitated that we give up numerous potential agreements that would have been much more lucrative.
So this time we want to take some time to see what new offers and opportunities will reveal themselves as the expiration of these many NAPs draws closer and then expire. We are confident that there will be much better offers on the table form many Teams, when the NAPs are at or near expiration. We welcome your thoughts on this.
More specifically, we (and you) are aware that as the current leaders (congrats on that BTW) your best strategy is to maintain the status quo with long NAPs and deepen your lead. But at the same time you (and we) are obviously aware that we want to be competitive too. So rather than just jump into another long NAP that only serves the purpose of giving you guys a more secure hold on the lead, we want to think about options that will serve our goal of making us more competitive for the lead.
We hope that is more clear. Thanks again for your patience.
CFC