I read an interesting report by Google watcher Bill Burnham this morning, discussing a publicly-traded firm called Incredimail who derives virtually all their ~$27M in annual revenues from Google. Incredimail offers free email add-ons (emoticons, backgrounds, animations, 3D effects, etc) to the consumer, and makes its money by resetting users' home page and default search to Google.
What's news is that Incredimail said today that they're aware Google is considering changing their policies to prevent search traffic partners from changing users' home page & default search settings. Despite strong revenues, Incredimail's stock dropped 15% today on this disclosure.
Question: is anyone here aware of the discussion going on internally at Google on this topic, and/or has the possibility of this change by conveyed to you by Google? Also, do you think Google will actually make such a change?