The market's recent surge in interest in metro fiber has benefited tw telecom's stock price lately as well, and I have speculated that they might be interested in M&A following Level 3's big move and the many assets that appear to be for sale. They have one of the best strategic platforms on which to build something larger, but whether they will or not remains to be seen. In the meantime, TW Telecom (NASDAQ:TWTC, news, filings) picked up two contracts in the past few days that typefy their market focus these days: multi-site mid-sized enterprises who have outgrown their data infrastructure.
In South Carolina, they won a multi-year agreement with KEMET Corporation, which specializes in high performance capacitor technologies. tw telecom will provide GigE connectivity to its headquarters in Simpsonville and to one of its data centers in Columbia, which it will use in part for diaster recovery data replication.
And on a more national scale, Bowman consulting Group is also using the company's Ethernet solutions as well as IP VPN. They will be hooking up 14 locations across four states: Virginia, Arizona [edit: I liked Arizaon better too], Maryland, and North Carolina. Bowman's expertise is in land development and infrastructure solutions, meaning they help design and build big stuff. This is an upgrade of an existing relationship.
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