What half delivery? Wasn't DEFORM always scheduled for an early 2015 release? We interpreted some recent statements that led us to believe that the date was moving up, but I don't believe that was ever their official timeline. In my eyes, they are right on time. They have kept, and appear to be continuing to keep, their promises.
I'm a revenue hound too but don't feel they are behind in that category according to what has been promised; with the exception of the known "missing" revs (ie Honeywell) which might not be missing at all. As far as I'm concerned, they are not late on that until the EOY.
At this stage, I expect them to have at least a WAG for projected revs; but I don't feel it's time for the "you f'ing guys" talk yet.
Cheers!