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That sounds like a drastic change. I don't know how big of a % of the profit from adwords is generated by the top 5% advertisers but one would think that google would be careful making changes like this. Adwords is pretty much still their only real moneymaker.
I also don't see how targeting the big business will improve the quality of their adwords system. Those companies are merely offering their own products on their pages while the majority of the people who click on the ads is looking for relevant info before making a purchase. It's no coincidence that review and compare sites are converting so good.
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