More out of curiosity. How you've come to think that?
I'm also a member at their forum and post quite a bit there, too... and there's quite a difference when it comes to what people have to say for Obs(and other things) between here and there.
MCA's inside commentary aside (which you should definitely read), Obsidian has a track record of many canceled titles - titles which were very lucrative opportunities - Aliens RPG for instance.
Also, they are known for rarely working with a publisher more than once - if ever. MCA attributed this to Feargus's inability as a manager and communicator, which results in publishers cutting their connection to Obs. Even if MCA's words aren't true, it is a fact that Obs doesn't seem to hold a longterm work relationship with almost anybody, which speaks volumes.
Also, their games are known for having a ton of cut/undeveloped material. This isn't uncommon in the industry, but isn't a sign of good business.
They have also had big layoffs in the past, and have had instances of good developers quitting the positions.
All of this, while not 100% certain, still points to the conclusion that Obs is far from the best managef and organized company in the business. They aren't the worst either, on account of them being around as long as they have been, but they always seem to be on the brink of collapse. However, given their time in the business and the games they have made/tried to make, they should have been a lot bigger by now - and I mean a lot.
But they aren't big, and that is telling.