Alea,
I don't see any evidence that the cash flow is impaired right now, even unixguy is saying he opened some boxes today (reportedly) and the Wave stuff is there even though the branding is becoming increasingly obscured.
Its more of a general thought regarding pulling e.g. ERAS COTS off the shelves. There is stuff in machines, and stuff ships with SEDs, but you can't go there and buy a COTS box of ERAS anymore.