The difference between this Q3 & Q4 were the expectations. Sterling made some lofty projections/guidance which he has since backed off from. While they did increase in Q3 it wasn't what everyone expected. So we had a big sell off. Going into this earnings expectations where tempered and reasonable. Which is why I don't see a sell the news this time. I'm glad they backed off from giving specific guidance since the business is changing so rapidly. It was the smart thing to do.