Originally Posted by
Reactivity
Look around at Amazon's modus operandi. How much do they actually do themselves, and how much is done by contractors?
The only way Amazon becomes another UPS is if they decide to become major players in the express shipping business and the FAA makes them do it. Even then, look at DHL - they're a fairly large operation in this country, and they have at least seven different airlines contracted.
Amazon has hired away a number of people away from UPS. A few years back they had no assets for logistics. Then they got planes, then they got trailers. Now they have package cars. They still use contractors to fly and drive. I imagine it will be like UPS where the infrastructure is being built and then they will bring everything in house. Who knows maybe like FDX ground model and subcontract. Either way its growing very fast. I expect Amazon to fill space from forwarders and pick up the USPS contract. Either way they are growing quickly.