tw telecom (NASDAQ:TWTC)

jimhwall (< 20) Submitted: 6/14/2010 3:22:38 PM : Start Price: $17.42 TWTC Score: +13.25

Increased enterprise and individual data usage

LosFlores (< 20) Submitted: 11/19/2009 8:52:30 AM : Start Price: $14.73 TWTC Score: +44.05

TWTC is a facilities based local exchange carrier alternative, with more modern infrastructure, a strong and stable management team, and a track record of mainly doing deals that make money.

As one of the first carriers to adopt Ethernet technology as a long haul transport system, TWTC continues to push the technology as a simple means to cheaply deliver what have been traditionally very expensive high speed services.

Note - The telecom market in general started to adopt ethernet not only in the metro, but also in the long haul as an 'interface of choice' 2 years ago, nearly 5 years after TW began pushing it.

This is a long term company, with long term prospects, they are not looking to be bought, acquired, or otherwise flipped for a quick buck.

supercoffee (95.49) Submitted: 9/9/2008 1:44:24 PM : Start Price: $12.17 TWTC Score: -98.17

I JUST DONT KNOW ABOUT TIME WARNR TELECOM

ddebo44 (40.99) Submitted: 4/24/2008 10:20:09 PM : Start Price: $18.80 TWTC Score: +28.72

As more and more people want to access the internet from home the demand increase helps this companies bottom line.

TheRupturedDuck (22.56) Submitted: 4/16/2008 10:28:18 PM : Start Price: $16.55 TWTC Score: -46.53

From my short ideas/valuation screen

BatGlesener (37.54) Submitted: 1/22/2008 12:19:19 PM : Start Price: $18.14 TWTC Score: +24.92

well run company, financially and conservatively.

kiddkline (< 20) Submitted: 10/6/2007 10:33:13 AM : Start Price: $23.57 TWTC Score: +9.38

Small player compared to ATT and Verizon, but big upside. Spinoff from Time Warner

Lesboules (< 20) Submitted: 8/9/2007 8:31:31 PM : Start Price: $20.39 TWTC Score: -19.24

Inside trading activity, indicating that selling occured around 20-21 $ and all is speculation, the company is not making benefit. Would resist a bear market ?

donpow (24.27) Submitted: 12/1/2006 7:04:59 AM : Start Price: $18.85 TWTC Score: +26.38

new uptrend

mgbinsd (< 20) Submitted: 11/16/2006 1:14:32 PM : Start Price: $18.60 TWTC Score: +28.75

With some of their recent purchases to increase their market presence, this put them in a better position

Cardinal85Fan (< 20) Submitted: 10/10/2006 9:33:28 AM : Start Price: $19.50 TWTC Score: +16.24

TWTC is completing their acquisition of Xspedius Networks and will have an even larger footprint in the next-gen fiber provider space. They are one to watch...

ThunderCat02 (23.43) Submitted: 9/21/2006 3:55:27 PM : Start Price: $18.68 TWTC Score: +18.68

TWTC is another CLEC that has a strong position and shows great potential for growth over the next several years. The company operates in the enterprise business segment and they do not cater to smaller companies on the order of 250 or less. Recent acquisitions have given them some small "onesies" and "twosies" as the company might call them but their strategy has not changed to move down market into the smaller and medium sized business segment.

The company possesses exceptional fiber assets concentrated mostly in the eastern United States. However, given their recent acquisitions, the company has begun to expand its operational markets and footprint. As a telco provider, their asset portfolio should mean something and I believe the market is currently undervaluing those assets on a standalone basis.

To add to that, the company should see accelerated earnings over the next two years. The recent acquisition of Xspedius will be a major contributor to this growth.

All in all, they have a strong management team with solid experience, great fiber assets, and a strong competitive position.