Puts me back to #1 for the term I've had problems with but no change on the terms where I'm #1 now anyway. This adds weight to the theory that they implemented a phrase based algo on a list of commercial phrases.
Odd how its the big $ adwords phrases that are affected. Must be just a coincidence, they wouldn't peek at what terms advertisers think are worth spending big on and target those with a new algo. I know that the data is available to them but we have to trust good old Google that, tempting as it is, the data is safe in their hands and they wouldn't do anything that would increase Adwords income ;)