Hmmmmm
Not too sure but it does look like they are about to engage in spending money they dont need to spend on things they already own. Also lack of any hint of open source software and fact that they have split security from supply but alow the same vendors to bid on them.
This does generaly smell like the kind of organised cluster frag that they usualy organise and then if it runs well they mess it up by failing to pay and if it doesn't run well they fail in that they pay twice as much.
Cinical, maybe but time will tell.