I don't see a lot of discussion concerning ecommerce as far as the above the fold algorithm change goes. Many sites, including the big one, are not content oriented above the fold. It's typically photo, name, price, and add to cart button. In fact, on the big one, I go down two folds before I get into product description but could be because of my monitor settings.
Is this more of just an adwords/advertisements issue above the fold, or would this normal ecommerce design be in jeopardy? To me, an ecommerce product page is an advertisement although possibly not what this algorithm change was after.