I'm not sure if I started this or not, but I should just say that my point was not that Amazon flying was going to go away, but rather that the significant and regular expansion was likely to slow in the future, and significantly so. And I think that's realistic.

With regard to the length of the CMI agreements, I think the actual number of years is basically irrelevant. Like most CMI agreements, these are terminable for convenience, meaning that Amazon can for no reason other than its own desires terminate them on something like six months notice. Amazon is stuck with the leases, but who operates the aircraft is always going to be something that they have complete control over. And that's probably a good allocation of risk. Neither Atlas nor ATSG at the time had the desire to take on the obligation to provide 20 aircraft for an unknown period of time. By making the leases 10 years at Atlas, Atlas put the capital risk on to Amazon, and took the operational risk with the CMI contracts.

With the exception of spanking Atlas at one point by pulling two aircraft and adding a vendor on the 737s when Southern was a goatrope, Amazon has basically danced with the ones that brought them, and seems equally happy with ATI and Atlas. I don't see any likelihood that there will be a significant shift of aircraft from one operator to another at the end of the CMI agreements, unless somebody decides to be really unreasonable when negotiating the future.