I wonder if that means that the free rider can not upgrade to a roomette (as it states - excluding). Say I buy a ticket, and I upgrade to roomette. My wife rides on the free companion ticket, but she can not upgrade to a roomette (her own roomette). But if I already have a roomette (or Bedroom), it may not matter in that case. I'm thinking it means the companion ticket rider can not upgrade to sleeper, but I do wonder.
It's not really a big deal, since either way, it will be used. But I do wonder, if I purchase a coach ticket to Chicago on the Capital Limited, and I upgrade to a bedroom, I would think the free companion rider would be eligible as a second rider in my bedroom - if we were traveling together. I'll find out very soon, I'll be calling to book a RT to Chicago, and hopefully in a Superliner Bedroom with the free companion voucher.