To me, this doesn't seen unexpected. Until BB10 phones come out, there isn't much positive news that is going to come out of RIM. Despite all the "doom and gloom" stories being posted, the company can survive long enough to get BB10 devices out (assuming they are still aiming for a Fall 2012 schedule). Yes, investors are leery (as they have a right to be), but saying that RIM is looking for an end-game solution is not quite true. If BB10 flops, then they'll definitely be in trouble.
I still have faith in that BB10 will help alleviate some of the burden RIM is dealing with now. Of course, they are in a situation where potential consumers for BlackBerrys are hesitant to purchase now because they know BB10 is just around the corner. I don't think there's much they can do in the short-term to ease investors' concerns, and until we have an actual launch date for BB10, we aren't likely to see a lot of positive news about the company.