I know that the original post was many months ago, but it still bears some relevance here.
A few news articles have reported on some ACTA analysts' warnings that ACTA will be detrimental to search engines' businesses.
I can only say that with Rupert Murdoch's moves in the past, I saw this coming. Murdoch has been the only (pre-ACTA) high-profile businessperson to remove the holdings' websites from search engines' indices due to copyright violations. All ACTA is doing is essentially legitimizing this and opening the door to more people removing websites from search indices.
Let's just see how this plays out. I doubt many more people will actually follow Murdoch's suit in the age of Google.