I think the conversation referenced was one with Peter. Not a friend of a friend. He's the guy whom you get when you call the number for Kodak support.
I've called him in the past and he was pretty upfront with me. This was when everyone was going around saying TMZ was being discontinued since it was out of stock everywhere. He told me it was out of stock, but they were coating it again in a month so I should see it on the shelves in about two. He was right on the money.
Oh and the Tri-X dropped in 220 was TXP/Tri-X 320, not 400TX/Tri-X 400, which wasn't available in 220, only 120.