I'm obviously pursuing you into a spot you can't go, and for that I apologize, but the relevant problem here was your quoting a commenter from a blog who claimed from the earnings discussion that the effects would be transitory. That's a little too much indirection and terseness for my tastes. I also lost track of pronoun antecedents. In particular, I read it as transitory in terms of partner performance, when I guess it was meant to be transitory in terms of Google earnings performance? Still a bit unclear there. It's not worth chasing down myself, and we've beat on it enough. I was more concerned about somewhat-famous-person-makes-blanket-pronouncement-which-goes-unquestioned stuff, which is trashy for the quality of the site. Appreciate the clarification and additional resources provided for anybody who cares about this more than I do.