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dataguy - 8:43 pm on Dec 9, 2011 (gmt 0)
Yes to all four scenarios. Sometimes when I only moved a collection of pages, I didn't get the initial jump in traffic. Other than this, they all followed the same pattern and within a month traffic was reduced.
I should point out that on several sites, after I split content into subdomains by user accounts, traffic was eventually reduced but it was still better than it was before moving the content to subdomains.