As a former NetRatings' employee, I know this business and I agree with Greg.
Ratings are important for only one kind of business model: banner exposures. And this is what panels are devoted to measure...
Google's model is based on clicks, so, they could only lose a few points in a communication battle, not in their core business.
This announcement will impact other 'old-fashion' web sites, but it is also a good news, because page views don't mean anything anymore, and may slow down the usage of ajax...
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As a former NetRatings' employee, I know this business and I agree with Greg. Ratings are important for only one kind of business model: banner exposures. And this is what panels are devoted to measure... Google's model is based on clicks, so, they could only lose a few points in a communication battle, not in their core business. This announcement will impact other 'old-fashion' web sites, but it is also a good news, because page views don't mean anything anymore, and may slow down the usage of ajax...