It's very difficult to manage this kind of growth--they hired 800 people last quarter, and when you grow that fast, how do you know that all the people you've hired will be employed as efficiently? Problems inevitably occur when you're ramping up at this rate.
The story was higher than expected top-line and bottom-line growth, especially in a quarter that trends toward the lower end of normal seasonality for paid search,
There is a steady migration of recruitment dollars going online, ... Employment figures are trading catalysts but this is a secular growth story, not a cyclical one, so month-to-month employment numbers are less and less relevant.