i have no idea how they are doing. i would assume the fallout from all these outraged customers won't be nearly that big. people love to bitch, but don't like to actually do anything. i'm assuming (and that's all it is) that they are fine financially but see the writing on the wall and are trying to line their pockets while they can.
Agreed, but from what I've read, they don't have any competition capable of stealing a significant share of their market ATM. I'm sure their aware of the potential future states of they're market and have invested heavily in IP and regulatory in-house council for patent litigation and Sarg-Ox work.
The 80+ foward P/E of the company prices in an indefinite and near-infinite growth phase for a nouveau tech company, reducing the problen to a time-dependent exercise in market timing, M&A strategy, and price-to-book value extrapolation of DCF... IWO, not something I would hold long without downside insurance, especially ITE.