I think South hit the nail on the head with: "the Hurricane hitting N. Carolina will slow sales for 3Q or 4Q due to telecom's response to it short-term"
I would have sold some myself when I started hearing about the devastation they are predicting, but I'm holding for long-term cap gains.
AND I think it is a long-term positive for the stock. So, I'll ride out the storm -- so to speak.