Ann: AEM Performance Update, page-5

Think they are emphasizing the AEM side as they probably think the sensor side of the business has less clarity going forward.
Thats not to say that things still wont all fall into place quickly but that they are unsure which is understandable. It could still be that some airlines may take the opportunity to bring install fwd if conditions change but its prudent to plan for the worse.
As long as AEM is making money and they are looking at their cash flow (which they are) I can wait this out, even pick up a few more shares.
We are in a weird place at the moment but SMN will survive as a business and thrive going fwd once this is cleared. I was happy buying in the .7 to .9 and feel even more confident buying in the .5s just wish I had a little more spare cash to deploy!