bluntforce - 7:23 am on Jan 14, 2013 (gmt 0)
I've argued that traffic to a given website should come from a reasonable mix of sources.
Overall traffic remaining on a consistent level from that reasonable mix of sources is understandable. When site conversions drop, either on an hourly basis or on a daily basis, the traffic normally leading to conversions needs to be segmented and analyzed.
From the zombie thread, I recall most participants complaining about traffic drops, but it wasn't Google specific, so really could not be considered.
Theory is fine.
Documentable results are what turn theory into something actionable. Other than that, it's just words.