In the long term, doesn't this hurt Google most of all though? If they won't provide the referral data, webmasters (of all sizes) will find it harder and harder to provide quality sites to Google... which impacts on their (already shaky) results quality. People started using Google because they had noticably better results than anyone else. If they eventually become noticably worse, users will just go elsewhere. There's a certain amount of user inertia to overcome, but ask Y! or AV what happens to an SE when it's no longer the shiniest tool in the box...