I think you are right as far as businesses go, although you must remember there are a lot of small businesses that haven't automated their e-mail lists and those kinds of thing. So it does give people time, and presumably it will even out the demand for tech services somewhat.
The other concern was that this covers, of course, other people who may be sending commercial electronic messages, people such as your university alumni association, or your humane society that you support and that's selling chocolates or T-shirts to help raise money for a new kennel or something else. These people would also be caught in regard to these activities, and they are less apt than commercial enterprises per se to have the technological sophistication. So this gives what we thought was a reasonable time for the more disorganized organizations to get their acts together.