Check this out, its a MozCast of the Domain Diversity over the past month. http://mozcast.com/metrics As you'll notice in the graph domain diversity has SUNK heavily since the algo update by Google. This means the Google love is spread between fewer sites. If you click on the menu for "daily big 10" you'll also notice that the "Whales" (Amazon's of the world, the 1% so to speak) are also seeing golden times. What does this forecast for me? I expect that this will persist over the next few weeks (as Google drags its heels in order to drive small fish into PPC) up until the point where Panda is updated. Then all hell will probably break loose. I honestly expect this Panda to be big. But I also expect it to break up the big sites' hold as well. Whatever it does it will probably increase diversity. This, in August makes sense because it gives the BIG BOYS a chance to see their droppings and budget ahead for an increase in THEIR Chirstmas season PPC in the next Quarter. Because large companies can't allocate spending mid-quarter, so by shaking them up at the end of one quarter you make then budget PPC for the next quarter... which is the biggest quarter, Christmas season essentially. Yes, its all about money. Squeeze the little fish now, then squeeze the Whales before Christmas.