[greg]

This doesn't read so much like click fraud to me as hijacking a user's browser to convert organic traffic into affiliate credit. The fraudulent clicks are merely a cover story.

[aresant]

Click-fraud is the carrot - that's why these guys are doing it.

Google's best layer for detecting click-fraud is tracking click-to-buy ratio, particuarlly for large advertisers.

This company has figured out how to make fake-clicks appear to have a good click-to-buy ratio.