There is an inherent demand for content.

We are now seeing much more content come to video-on-demand, and we think that's helping.

Mobile phones have inherent difficulties in the way content can be searched and discovered by users, and we believe that offering this content in retail stores will help educate and encourage consumers to try mobile games as well as other types of content.

Who knows when and exactly what the catalyst is going to be. End demand is not as strong as what some of the components of the technology stock market would suggest. With valuations where they are right now, there is some near downside risk. But unlike where we were last year where we fell off a cliff, we might fall off a curve.

CacheLogic has noted a significant shift in the balance of traffic levels associated with the main P2P protocols through our unique access to actual web traffic data throughout the world,

It's very complex - P2P is very large objects, very long sessions, undocumented protocols, it's very demanding. Your average copy of Squid or Microsoft ISA is not capable of dealing with P2P.