I think Barone has looked carefully at the early voting precinct by precinct numbers and in doing that has determined what is pretty clear from the look on 0bama's face: they are nowhere close to their targets -- that actually matters more to them than 1 point in the polls.
And yes, it's quite fun to try and guess what's really going on. I wouldn't put it past them to engage in a little double-fake over Nevada.
Obama looked close to tears today on the stump and has his old buddies along on AF1 for nostalgia...he knows.