To quote myself since you felt the need to only quote half quote me.
Okay, let me respond to the bit that you felt I shouldn't have left out...
Which one it is I don't claim to know. However each user will make up their minds as to which one they think it is.
The deeper you try to read between the lines, the more likely it is that your conclusions are total BS.
Your two options are both based on trying to read between the lines of an announcement. I could probably come up with a number of different additional possible viewpoints based on varying assumptions, but that would be kind of pointless. There really is no need to be guessing at whether there is some hidden meaning or secret agenda.
Hans