Great post, Ian.  
I once casually mentioned that I consider what we do on this forum as a kind of "sword free-association".  This thread is a perfect example of this. 
I also like Jim's playing card metaphor.  I offered up the only observation I felt comfortable making.  My "cards" if you will. By itself, that observation is useless.  Factor in the other comments, and we may get somewhere. Maybe.  
If not, I imagine someone will dig this thread up when more information comes to light.  *shrug*