You and Yahoo might be surprised on what traffic from this so called 3rd countries can do (high xxxx a month for me) and also anyone who thinks waiting for them to catch up and then change policies or get on that train is gonna miss it.
Also what about Americans not living in the US? People traveling on business, retired people living on other countries, soldiers maybe, volunters? That traffics should be as valuable as US traffics, or so I think. That part of their policy doesn't make sense, at least not to me.
Regards,
Kriz G.