From ThinkEquity's most recent report on VitalStream ...
VitalStream's advertising solution is starting to show its competitive edge as we had hoped, having recently learned that the company has won a contract for both content delivery and advertising. More important is the fact the company has taken the business away from one of its top competitors because of the value proposition its advertising solution provides to its customer. Going forward, we anticipate the company will be able to generate new business and take CDN market share from its competition by leading its sales efforts with what in our view is its competitive edge, its advertising solution.