Good for customers with existing units, but would you buy a box as a new customer?
Based on Chris Mellor's article last week, I'd suggest "no".
Why bet your business on a vendor that most people are suggesting will either go "pop" or get bought by someone?
Going bust is bad for existing customers, but being bought isn't necessarily a nirvana for them either (ask customers who have/had Sun, Whiptail, DSSD, etc, etc)......