Originally Posted by
Hacker15e
All of these "OH NOES! AMAZON STEALING SHIPPING MARKET SHARE FROM UPS AND FEDEX!" articles seem to be looking at the issue from a fundamentally flawed, narrow perspective.
There is a much larger, and ever-increasing sized, pie for e-commerce and the shipping logistics associated with it than compared to passenger travel.
Every retailer in the world would like to have a piece of the online retail pie, and the future is going to be those companies competing with Amazon for market share.
Who are those companies going to use for shipping?
The overnight shipping market is already quite narrow, with lots of opportunity for competition. The idea that a newbie is going to roll in and knock out the two that invented the practice is folly.
How DARE you interject even an ounce of reality into this hyperbolic discussion.
The Morgan Stanley author of that investor note said the effect would be multiplied once they were flying all 40 airplanes...uh, they are now, with exactly zero additional airframes publicly announced. Additionally, as Prime Air has grown, the volume has gone up so much that there is PLENTY to go around.
It would be naive to utterly dismiss the potential threat Amazon faces to the duoply...but it it would be just as naive to suggest Amazon is going to bury the duoply in the short/medium or even long term.