Flip Flopping at DoD Over Solid Rockets

Solid rocket industry needs consolidation-Pentagon, Reuter
“The U.S. solid rocket motor industry is “over capacity” and needs consolidation, the Pentagon’s top official for industrial policy said. “It is over capacity right now,” Brett Lambert said at the Farnborough Airshow on Monday, adding a consolidation was long overdue.”
Keith’s note: I’m confused. First DoD complains that cuts to solid rocket motor production capacity and procurement options resulting from Constellation cancellation would be a big problem. Now they say that the U.S. has to much solid rocket capacity. Well, which is it?