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I doubt that very much. IMHO they are sliding... looking for ways of slowly increasing the exposure of Adwords at the expense of the SERPS.
It is (or was) only a matter of time before they started to play with fire. Search engine history tells us clearly that there is always enormous temptation to grab shorter term cash at the expense of longer term prosperity.
I propose a Foo thread where we all contribute a snapshot of our desktop at a certain time (no cheating and cleaning the desk up!). Im sure we would all get to know each other much better then.
It is definately an cloaked Opera fed thing again though. Can't see it in ie and get a different page in ie.
Offending code is simply: