Your "third" possibility is one that occurred to me also, Peace. I think he did expect something to occur to enable him to go to war...but I don't think he expected it to be that. He looked stunned to me.

Here's a quote from the stuff about Blackwater, the private paramilitary contractors who are killing people for the Bush administration in Iraq and elsewhere:

Our Mercenaries in Iraq: Blackwater Inc and Bush's Undeclared Surge. Democracy Now! [Friday, January 26th, 2007.]

On Tuesday, five employees of the private security firm Blackwater USA were killed in a violent Baghdad neighborhood. Hours later, President Bush used his State of the Union address to call on what some are calling an undeclared surge of private mercenaries in Iraq. We speak with Jeremy Scahill, author of the forthcoming "Blackwater: The Rise of the World's Most Powerful Mercenary Army."

About the book:
Meet BLACKWATER USA, the world's most secretive and powerful mercenary firm. Based in the wilderness of North Carolina, it is the fastest-growing private army on the planet with forces capable of carrying out regime change throughout the world. Blackwater protects the top US officials in Iraq and yet we know almost nothing about the firm's quasi-military operations in Iraq, Afghanistan and inside the US. Blackwater was founded by an extreme right-wing fundamentalist Christian mega-millionaire ex- Navy Seal named Erik Prince, the scion of a wealthy conservative family that bankrolls far-right-wing causes.

Blackwater is the dark story of the rise of a powerful mercenary army, ranging from the blood-soaked streets of Fallujah to rooftop firefights in Najaf to the hurricane-ravaged US gulf to Washington DC, where Blackwater executives are hailed as new heroes in the war on terror. This is an extraordinary exposé by one of America's most exciting young radical journalists.