Thanks for taking the time to visit and make the post. It does explain satisfactorily everything we've seen to date. There's nothing in what you said to make me doubt the accuracy of the information they shared with you.
I wouldn't want to be in their shoes (and I have been once in the past!) and do wish them all the best in surviving.
EDIT: Looks like my "What went reply" guess was correct (http://www.entourageedge.com/forums/...ll=1#post16751