My thoughts exactly BigDave.
I think you need to put "a search engine" (any search engine referrals) into prespective.
Search engines provide new visitors, not sales or customers. Your web sites produces customers and sales - rarely does an actual sale occur like: "query search", "listing found", "click", "exactly!", "buy".
Most people are not that stupid (for lack of a better word).
Since the banned occurred just over a week ago - you are quite possibly still receiving residuals from google searches a month ago.
10 days of consistency doesn't mean these will not decline a month from now, and it is best to continue expecting the decline.
Rarely does a major change online or offline occur that the affects are clearly and immediately known, market trends lag almost always.
Sept 11th - security companies, therapists, and psychiatrists are still feeling the ripple affect (and tremenous growth) while airlines, travel agencies, and tourism vendors are still negatively affected, a year and half later. But most did not receive immediate growth/decline two weeks after the 11th.
Your banned... maybe much smaller, but if Google had produce sales for you, directly, or indirectly, or help develop new visitors so you could develop new customers, that could in turn become loyal customers...
I suspect 6 months from now will tell the tale through a gradual decline. It would be wise to anticipate this and act accordingly, or possibly in six months your post will be somewhat less sure of what the future may hold.