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[edited by: tedster at 1:14 pm (utc) on Jul 1, 2012]
Google told me something like, "we are always experimenting." But no update.
According to the Aberdeen Group, a 1-second delay in page-load time equals 11% fewer page views, a 16% decrease in customer satisfaction, and 7% loss in conversions
Seems almost too soon but all the signs are there.
Normal; one site better than average.
Since I was hit by Panda my keyword set is in constant motion and I too have noticed trends of recurring sets of keywords that come and go in phases.