A WebmasterWorld thread named "Other Side Of The Coin" has many cases of those advertisers who were not hit by Google bullet. If you haven't been following the reports that hundreds of AdWords advertisers prices going through the roof, then read up. Basically, hundreds of advertisers CPC prices in Google are way up and making it almost impossible for some advertisers to keep their ads up. But there is the other side, those who are doing well from this change.
Here are some quotes:
My site is a non-commercial site and I have seen about a 25% increase in ad revenue in the last few days.
I have a few campaigns unaffected. Funny thing is they are affiliate sites!
All positive changes for me. Higher up in the results for the same cpc, higher click thru percentages and much lower cost per conversion.
Do you share in these people joy? Even if you don't maybe you can learn a thing or two from there posts?
Forum discussion at WebmasterWorld.