Last week, tw telecom picked up some more federal business of its own. The GSA has awarded them one of those indefinite delivery/indefinite quantity contracts to provide federal agencies with voice, data, and internet solutions in 'Region 9' which in non-federal-speak is California. No dollar amounts were mentioned here, but the contract covers voip, Ethernet WAN, Extended Native LAN, and Private Network Transport services, and extends through 2014 with two one year renewal options. California has been hot for them lately, as they had that 46-location deal with Clinica Sierra Vista before Christmas.
Today, tw telecom moved deeper into Equinix (NASDAQ:EQIX, news, filings) territory. They have expanded their presence to 21 of the colo giant's IBXs nationally, with plans to add additional facilities as well. They're aiming at what every fiber operator is aiming at these days: hooking up all the clouds that are springing up, both with enterprises and with each other. tw telecom's unparalleled national metro depth puts them in an advantageous position for if/when this market really takes off.
Sooner or later, the company seems likely to find the perfect M&A it has been so patiently waiting for, perhaps in the third quarter when a certain hard-nosed billionaire finally decides to jettison his telecommunications assets.
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