SB yes, that where I found it, on his blog.
The PFs were not based on May year-end but as oreo pointed out, July 07 end.
This is off the top of my head... There was a really odd jump from end May to end July anyway which I did notice but could never explain.
As I mentioned earlier, the PFs have disappeared from the site so I can't verify it again, but I agree, I too have a feeling a lot of these things have to do with the delays.
BTW I don't think any of this would impact contracts, but it would impact the perception of what these contracts mean to the bottom line.