spikey - 9:55 pm on Jan 16, 2007 (gmt 0)
moltar, I'd bet they have access to ISP logs. There are several companies in the competitve research space that have access to ISP logs and can give you crazy amounts of information about any website (including your competitors): what keywords drive their traffic, users demographics, where they exit to, etc. They don't give out any "identifying information" but pretty much everything else. I was shocked when I first found out about it. Now I use it a lot.