I basically agree with you that this was really a minor event and my outlook really hasn't changed a bit based on this news..the science is certainly the same and we all knew some degree of financing was coming..my guess is that the more informed longs than myself on this board (bsr david, rfj et al.) were expecting less than the full 5M and this is in line with their expectations
nevertheless it could have been the full 5M and it wasn't