I have been curious about this as well.... mainly the Alerton part.
I think they will just stick status quo. Look at the Fire division. They have Notifier, Silent Knight, Firelite, Gamewell, System Sensor... (I'm sure I'm missing some) and they let them all go separate.
integrationx - You handled Andover controls or TAC? Just wondering how stable the TAC company is right now. Is anyone seeing the same? Seems like its hard to tell whats happening right now with Honeywell-Novar-Alerton then Schnieder-Tac-Andover then United Technologies ( Carrier ) - Automated Logic. We are looking to add a control line but it seems everthing is a little unstable right now. What we do now may hurt us in the future.