Didnt they start pushing the 3 new deals line at the start of last year- originally by end of financial year then end calendar year etct etc. Judging by the end result of the last deal they are obviously in discussion with two other deals pending a signature (I was unsure weather to believe them initially but i guess the signed deal shows they made the statement because the deals must have appeared done, maybe delay is a surprise to them also) . I would assume Peace it is exactly as you suggest that if the deals are a result of anything it must be JPMHC in 2011. Any deals as a result of the latest conference would surely have to be new ones in addition to the 2 currently still in progress.
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