Sorry if I missed it somewhere but I couldn't find anything indicating Amazon is interested in moving non-Amazon volume. I found some 2013 online retail revenue numbers: Amazon, $61B, next closest online retailer = Walmart at $10B. Total market = appx $130B. I'd forecast increased competition for Amazon which would be good for Purple, Brown, USPS. I also previously posted a note from Browns 2010 annual report specifying that they had no customer valued at greater than 10% of total revenue. Assuming FedEx is in a similar position, it doesn't appear losing Amazon as a customer will be the beginning of the end for either of these companies.