Ann: Profit Guidance, page-3

A classic over-reaction - probably all the Lincoln Indicator's guys bailing.

We have 3 revenue streams - annual maintenance, consulting support and new business. First 2 are reasonably predictable and seem to have met expectations. New business, as the announcement states, is lumpy. Nothing new about that - a well qualified pipeline does not go away, it might slip though, into the next period. So we may well see a compensatory upward move in revenue in first half of fy 2015. And, eventually, a translation move up when the AUD finally settles in the 80's.

Security systems remain a good place to be - imo.