Here I totally agree: Leaf is on my DMF "at risk" list, along with Sinar, Hy6, Leica and Pentax. Four makers of digital backs and/or digital bodies and three lens/body systems is already too many, and Leica and Pentax are about to make the market even more overcrowded.
I generally agree, but I would remove Leica from that list, at least for the next few years. The owner, Herr Doktor Kaufmann, is in a long-term investment, expansion and planning stage, and doesn't expect much back for the foreseeable future. He is bringing all the various companies in the group back to the new Leica industrial park, which is currently being built in Wetzlar, the original home of Leica, and a larger city than Solms. He is expanding the Leica camera system on as many fronts as he can. And he is worth some billions, and is personally a huge Leica fan, and a shrewd business man and investor, so at the very least, he expects that he can pull it off. Even if everything fails, the plan will run for some years without deviating from the plan.
The other at-risks are much shorter term.