Here's a quick survey of some recent items from US competitive operators:
Data center operator FiberMedia is adding to its New Jersey footprint. They intend to expand their flagship Secaucus facility to a total of 47,000 square feet, doubling their actual customer colo space to 30,000 square feet. They have also secured rights to the second floor and another potential 34,000 square feet. Back when Equinix bought Switch & Data, there were worries that they'd be too big and squeeze everyone out. But instead we've seen plenty of market success all around, with many medium-sized and smaller players asserting themselves.
Level 3 Communications (NYSE:LVLT, news, filings) posted a CDN contract win with TGW.com - The Golf Warehouse. The online golf retailer is using their Total Site Performance service to reduce its page load times by up to 50%. Level 3's CDN business is one of its main growth engines, although it's still small overall. All the rumors about them making an inorganic move (on Limelight) to expand this segment seem to have dissipated, maybe that means the time is finally near?
Managed service provider MegaPath has launched a new hosted backup and storage offering, aimed at business customers. MegaPath is one of the newer breed of service providers trying to ride the cloud and managed services out of CLEC-world. This new product derives from a partnership with Mozy, allowing them to move quickly to market.
And finally, western regional operator Integra Telecom continues to beef up its management team. Yesterday they brought in Ken Smith as EVP of Sales, from which he will lead the company's sales organization. Integra has been retooling itself to serve larger enterprises with more fiber-based products than it has traditionally. That effort is now coming of age, I hope.
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