Several helpful people just pointed me to some articles on XP Antivirus and its various variants. In case you do not remember, XP Antivirus was the subject of an article I wrote for The Register a few months back.
It turns out that the scammers got hacked, and the hacker posted some internal accounting details on the web. As suspected, this is a sophisticated business making millions of dollars. It even appears to have an affiliate program.
In case you have not seen the articles yet, here are a few:
Thanks to Marc Michault, Phillippe Jan, and Jason Grubè for all pointing me to articles on this topic.