i think the key words are "within budget" ... i.e there is a magic number, the lower the better but its not going to break the bank to revert to a more traditional logistics solution.
i think the company was just being upfront and disclosing what they felt they had to, unlike our peer. i dont think it's the mountain people are making it out to be....
more over if people are losing sleep over this, beg and plead with @Biotrader to give them a call as he is a monster holder. but i bet the answer is "there are several options that we are working through, but a marginal issue".
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