this is a bit concerning to me. i have seen google sometimes rewarding websites for generic terms. imagine if google does not focus this change on navigation terms but applies it to very generic terms. theoretically ibm and dell could combine to control generic computer keyword serps. i dont think anyone wants that including google.
on the pro-google side, there have been times i searched for information that is on very few websites. in that case it would make great sense and would have saved me much aggravation to show many results from a site.
i am very curious as to what will and will not trigger these serps from google. time to do some tests & research :)