contact user

EDGAR Online: XBRL's Only Pure Play

Interesting take ... While I agree with your assessment of the firm's upside, they do not have the balance sheet to take full advantage of their market opportunity and first-mover advantage. My guess is that IF xbrl is fully implemented under current timelines (a BIG if right now given all that SEC has on its plate), EDGR gets acquired at a good premium over where the stock is trading today. If xbrl is slowrolled, they are going to have to sell parts or all of the company at a distressed valuation.

Yet Another Concern About Constant Contact

As a constant contact user, it is a great tool. It is intuitive and affordable. While there is no true "switching cost" to moving onto a different platform, there is a simple premise of "if ain't broke, don't fix it." For a small business, i think this holds true. However, for companies that actually have infrastructure and a greater level of investment in IT/MIS, then your rationale holds true. It will be interesting to see whether this company can scale. Personally, I think they are better off adding online promotional/marketing merchandise services such as VistaPrint, CafePress. Otherwise, I don't see this company ever reaching $75 million in revenue anytime soon.