The fact they called Theymos "Michael" hints to me that they are either active in the community or have access to previous emails.
I never used my real name in emails to Satoshi, and Satoshi never called be my my real name.
Finally something interesting happens in bitcoinland... The paypal news were a bit *yawn*... Nothing like the next chapter of the Satoshi drama movie for spicing up the week.. 
Everyone knows that Bitcoin runs on drama, so this should do wonders for the recent price slump!