Depends on how that comment/question is interpreted, it can be read either way. If indeed he is saying demand has and IS NOT being underestimated, does this mean we can expect some offerings for that period. Is he teasing us?
I seem to remember that Fran suggested late last year that we could expect some announcements in 2021. We are now two thirds of the way through 2021 and other than reruns ( granted in new variants) and buses, we are still waiting to hear what to expect. It's time to raise the curtain,