I really like the Komodo thing and I have absolute trust in James. Like many Supernet things it takes some time to wrap one's head around it and all the long term implications. I think most concerns depend on the fact that people were expecting the long awaited Btcd pump after first Iguana release, so they could sell a % at a good profit. I admit this had been my plan as well
Now Iguana is still going to be released but no short term Btcd pump is to be expected since price is virtually capped at 0.0053. At least until Komodo release. It means waiting a bit longer for profits but with a lot of positive upsides:
1. Supernet/Komodo becomes even a bigger thing that it already is
2. Btcd holders get the cut of a much larger pie
3. More C coders hired can make more things and faster than James alone
4. More resources in general for development
If you think that Iguana is a valid project then the big picture doesn't change, it means instead of Btcd pump soon you'll get Komodo pump a few months later. And a lot more return in the longer term.