Most likely it was due to their statement that margins will erode in the upcoming quarter, and their use of non-captive suppliers as opposed to captive suppliers to meet demand. this could also affect costs. Also, as someone else pointed out today, the mutual funds are juggling their positions prior to October 31st, and some are dumping the stock. I'm holding through the end of the month to see if things turn up once we get into November. But it does make the old stomach flutter a little watching these daily drops.