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THe real issue is that Zango and others have become a large part of the business, I would estimate that probably 40-50% of all sales now are being done through spyware and scumware transactions (either redirects, changing cookies, sponsor codes, or by people "buying keywords" on these systems). I base this on what conversions were compares to what they are, and that good conversions are still had on smaller programs that might not be the target of these keyword theives, which is very revealing.
It is also a case of "windows XP is almost done". With Vista only a few months away, these people need to make their money now, because the next windows is going to take at least a few minutes to hack. I know of at least 10 friends who will be buying vista pretty much day 1 to get away from all the scumware and crap that they can't seem to entirely shake.
The day Vista hits the streets, conversions for normal webmasters will suddenly improve.
Alex
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