EFV - I'm curious to know why you think what visi wrote (quoted below) is idle speculation?
That is from Google themselves. Google has LOST money on at least one very big fixed payout deal. To keep the numbers even the money has to come from somewhere and it can't be from AdWords or the Google appliance or anything else unless the balance sheet reflects it which it does not. So where could the money come from? Selling girl scout cookies on the side and not reporting it perhaps?