[oconnore]

> In the case of Yahoo, I still hold the hypothesis that they underestimated the (Negative feedback on a breakdown in security)

Yahoo's stock is up (+53% since February, with a small dip in late June). Where is the miscalculation?

Volkswagen is back to positive sales growth, and their stock has recovered 50% since their discovery last September. Their calculation was correct, too.

[s3r3nity]

Ah good point - at least for Volkswagen...Yahoo has other confounding factors (their sale, etc.) but overall the impact is probably a short-term shock with few longer-term lagging effects.