Dragonman is talking about how the VR offers are part of the overall package including LWOP and EA variations. IE if the EA variations and LWOP applications don’t deliver the required savings there may be less money available for VR offers.
So whist the VR offers are accurate and binding in terms of $$$, it isn’t encumber on the company to accept them. They could choose to only accept the 747 crew, or 747 and 787 crew, or any variation they like.
The number of EOIs was supposedly north of halfway on Monday. I also agree with dragonman’s assessment that they’ll take all comers.... even if it’s a few more than the 196 previously mentioned.