Originally Posted by whalesurfer

This was just an article and who knows what the future holds?

My extremely uneducated guess is that within 5-7 years Amazon will be doing most, if not all, of their domestic deliveries on their own.. They've been hiring IT managers from ups (and I believe dhl too?) left and right, apparently some of the it folks were very talented in their respective fields. Jeff Bezos is a brilliant and a ruthless entrepreneur, he'll try to excel at this too.
Call me crazy but I wouldn't be surprised if Fred Smith were to sell, let's say a 50% stake of FDX to Amazon and allocate part of his fleet to Amazon deliveries, at least during big holidays. He's about to retire and is looking for a way to secure FDX's legacy in the "new" commerce world..
Either way, presently FDX has very little exposure to Amazon, ups does. Almost every business venture Fred and Jeff have put their hands on turned into a success story. On the other hand, big brown has been "excelling" at shrinking the operation into oblivion for the short term payoffs and dividends.
We'll see what the future holds.. :-/