If the POG were to go to 2000, they would be increasing the amount of spending to go in lock step with the rise. Once you get into the habit of spending, it is hard to break, and eventually they would get into trouble, just like they are now.
Someone with "vision" will always try to up the ante.
I agree with your assessment that this could be the best thing that has happened to the company, it forces them to look at the day to day, and not so much on the future.
Mind the cents, the dollars will look after themselves.
Eventually