Re: Stock of the Day: JCOM
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Thanks for the info. It seems to me that these services don't have a very wide "moat" (i.e. competitors could provide similar options fairly easily, driving down the margins). Thus JCOM will likely see its 40% margins cut in the future.
Any other opinions?
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Nobody's done it yet...it's not easy to build the kind of network they have. VoIP might make it possible for someone to do it, but J2 is quite litigious when threatened. There are only a few companies which have been competitors for a long time (myfax.com has been around for awhile, but does not even offer US DID's), and none of the competition has significant size (based on # of customer) in comparison to J2.
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