Originally Posted by
Banzai
I just don't see Amazon supplanting FedEx in this area.
I not sure about that. How seriously do you think the legacies took Southwest when they first started out in Texas?
They don't even have to supplant them - just putting a lot of pressure on pricing would hurt. Amazon has been successfully undercutting a lot of established business in many different areas - this is going to be very interesting.
Scoop