### Comment:
&gt; just as any stock rises when a company is successful and risk is dissipating 
  
 Is the risk here that we don't know how large the damage is?

### REPLY:
For starters. We also don't know how management will deal with it, how it affects their competitive position, how it affects their good will. And on a meta level, we also don't know how other traders are interpreting these events.

### END.