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Did you know that Google also uses tracking codes for all the links in their SERPs and hides them by changing the text in the status bar? With this information, Google can determine bounce rates for sites without Google Analytics, by checking how long it takes for a user to click on another search result.
Let's also not forget that Google has their own domain registry which gives them access to WHOIS data. It's very easy for them to put all the pieces together for a complete profile on webmasters.
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