Honestly, it's a pretty cool venture. I never really liked gamespace much... but based on my experience with it, it seems like the right tool for the job.
I really can't say much about any of it (nor do I know a whole lot at this point), but I can tell you that now being a company owned by Microsoft, they now have a lot more possibilities open to them than they ever have had- and that can't be a bad thing.
In any case, I bet the guys at Caligari are very happy about their new benefits and 401ks