Dlocks - 3:35 pm on Nov 8, 2012 (gmt 0)
I didn't see any increase at or after October 9th on two of my websites that were effectet on January 19.
Although I removed 33% of the ads and placed the rest below the fold in February (I'm only using AdSense thus since February only two AdSense block below the fold).
In my case the two affected websites are Flash game websites. On the play game pages there is a short description and the Flash game itself above the fold. Below the fold I have other games (thumbnails and short descriptions).
Makes me wonder if Google conludes that a large flash movie of 728x530 above the fold might is not userfriendly (as there is almost no txt) and perhaps 'thinks' that it could be an ad.
For Flash game websites this wouldn't make any sense. You The visitor doens't want to see the actual game on a "play ... game" page below the fold. Because then the visitors needs to scroll down to see the content (the game) he is looking for. And the whole above / below the fold thingy is all about visitors not having to scroll down to see the content he is looking for. :P
But then again, at this moment I don't see any other option.