I try not to read too much noise when updates happen to prevent other peoples opinions clouding my observations.
It looks very lop sided from the first set of results I've looked at, with big fluctuations from pages ranking from page 2 down, some tanking out of the top 100 completely and mostly for phrases that were being tracked but were not nessarily "Money phrases" or phrases we'd actually physically chase, mostly related varients of the primary targets which had grown naturally as a result of increased overall authority and highly related content.
But page 1 rankings remaining solid or improving in 90% of cases. As a result traffic doesnt look like its been effected a whole lot due to the drops being from lower hanging fruit..
It's almost looking like an update which highlights the importance of backlinks still , still early days though, will continue to re-evaulate over this week as im sure the swing will change direction a few times more yet.