They own the shuffler market and are entrench in electronic table games. Compete with IGT, Bally and some small players, but not directly.
The person that was ranting on this board had no less than six inaccuracies in his post. Dr. Mark and Paul Meyer are good people, as is Brooke Dunn.
Company has IP and a strong client list. Not sure what the big move is all about. Looks like they could be an acquisition target, but no one in the industry is aware of any "strategic alternatives". We'll have to see how it plays out.