I just looked back to see what you were talking about and noticed one main thing. The guidance you are referring to was updated 3-10-08 for 2008, right before the official 10K results came out. That's why they hit it so close.
I can't find where they first came up with this $100 mil for 2009 but the global economy was very uncertain in the first part of the year. Maybe they will update it after third quarter numbers come out. Hopefully