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Today, the results I monitored changed again. same result sets but shuffled around a bit (3 - 5 places).
Some of my pages (with similar profiles to the ones dropped)which were positioned on the second page of results have moved up onto the first.
First general impression is that pure information pages are boosted and pages that sell are lowered, even if they are strongly themed. Unfortunately, most of my clients sell -- another reason to get them to generate more informational content. It's as if the word "cart" is carrying negative weight in the algo.