My deepest fear is that their business model was dependent on them shipping on time and that they were really hoping to not have to pay out any of the MPP, and now that it's obvious they will, there's no possible way for the company to honour the MPP without taking on substantial losses and/or bankrupty.  The hardware for the MPP is still going to cost the company more or less the same now as it does in a couple months, and if they made a gamble on not having to pay for it, everyone will suffer in the end.