crobb305 - 7:27 pm on Apr 18, 2011 (gmt 0)
The reason they are making press statements is that their stock prices are influenced. But according to the article, only 28% of revenue was coming from Google traffic. That sounds healthy to me.
This is true. I didn't mean to only give half the story in the original post; I wanted to be brief and mainly share the article link. It seems to me, if Google only accounts for 28% of their revenue, then the MOST they could have lost due to Panda (using the peak 13% drop in share prices as stated in the article) would be .28x.13=.03 =3% and that assumes they lost ALL of their Google traffic.
I think the most significant aspect of this article is that Panda has now been partially implicated in a company's revenue loss. This puts Panda in the mainstream media today, and is additional negative press for Google.