I think you hit the heart of the issue, but those concepts are related.I think this is the larger issue. Increased OPTEMPO on existing platforms with decreased and/or scaled back maintenance periods will do more to harm the Fleets ability to respond to an overseas crisis than squabbling over total number of hulls and what type they are.
Increased OPTEMPO seems to be a natural consequence of having fewer hulls in the water. Every time an Aegis platform is used to do low-end stuff that doesn't require (but might be enhanced by) Aegis capabilities, that's not really an ideal use of limited resources.
The most regularly used of the Navy's fundamental missions/purposes is power projection, and that requires presence. While we might not slack on our presence, it will be at the notable costs of things like an enhanced OPTEMPO and the myriad issues associated with it. I always get the impression that the Army and the Marine Corps are kind of "burned out" (not completely, of course) because of the OPTEMPO they've had to sustain for an extended period of time; meanwhile the Navy has always had a fairly decent OPTEMPO in peace or war, yet the only direction is up unless we have enough hulls to both meet our obligations and not find ourselves with 9-month deployments being the new normal.