All I can say is ..." It's darkest before the dawn ". Many people were in fear of the Y2K computer meltdown but it turned out to be just a pfffft of fear smoke. I believe the same in this scenario.
"It's always darkest just before it all goes pitch black" (courtesy of despair.com).
I work at an operator using software from a publicly traded company, and for the life of me I can't figure out the overnight panic in that segment of the market. What are they all scared of? If they'd stood their ground I actually believe their stocks would have bouyed back, and perhaps deflated much of the misguided media coverage about online gambling being "illegal".
If there's anything we've learned in the last 30 years of history it's that you can get knocked down today and rise back up tomorrow. The pols toyed with you today, you elect a pro-gaming guy next time around. The longer we stick around the better our chances of surviving - what would have been so terrible if we'd continued servicing US players until the last minute? Perhaps something would have offset/changed/cancelled this law. More than that, we pulled the plug so fast we panicked them....
And then there's the WTO: won't that be a laugh if Antigua beats the US in the WTO, the market reopens (as it were), and all of us who left in a hurry struggle to re-enter. I don't believe for a second that the US will be locked out of online gambling in the medium term (if this bill gets signed).
Somehow the big players didn't do their homework: they didn't prepare for today (by penetrating foreign markets) even though we've seen US anti-gaming legislation rumbling for years, and now they've abandoned the turf in such haste it will be excrutiating for them to return and reclaim their place later.
For its part, the US government is killing a goose which lays golden eggs: instead of, say, imposing a moratorium for regulation (and thereby profiting from taxation), they've chosen to bludgeon the whole thing. Like shooting a pigeon with.... 14 tomahawk missiles (ref. Saddam).