I'm pretty sure their chances are just fine. :) They are still making hires which I'm pretty sure they wouldn't do if they saw their company declining. Also trello and asana attract very different markets of customers I'm sure compared to 37signals core demographic. Take a look at the featured customer videos at basecamphq.com. It's wedding planners, brand design, a self help firm. Not software developers who seem to be the folks gravitating to trello and asana.