It?s probably people thinking perhaps there was a chance they?d lower their guidance.
Land prices coming down would seem to suggest that there's some acknowledgement that the market has changed in perhaps more than just a temporary way.
This would seem to indicate that those trends have not reversed course, and perhaps have even accelerated to the downside.
The trends in housing are deteriorating. But what's perhaps new is that maybe they are deteriorating faster than people had been anticipating.