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#22
Gets Weekends Off
Joined APC: Jan 2017
Posts: 156
I think this will do several things
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
3. They must morph into a Amazon type operation or die. FedEx has the talent, but UPS is the old slow dog that learns new tricks slowly and thats bad.
4. Amazon will spend whatever it takes to make this logistics operation work or at least get it started and wall street will support it.
5. The industry will change, how much, who changes and who dies is TBD.
6. If I was an young guy under 40 go to UAL/DAL/AA. Guys come to UPS and FedEx for the pay and pension. If the industry goes low cost it can not support such things.
7. Another possibility is that Amazon will buy and minority controlling share of UPS or FedEx (49%). I believe getting in bed with Amazon would be a great deal. They are the future of ecommerce and have a proven track record.
8. The old argument of "were will they get the pilots to fly the jets" does not hold water. People want to work for Amazon, even if its not Amazon. Can you imagine how many apps they would have if they started a airline that was truly company owned. People still believe you can get rich at a startup airline.
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
3. They must morph into a Amazon type operation or die. FedEx has the talent, but UPS is the old slow dog that learns new tricks slowly and thats bad.
4. Amazon will spend whatever it takes to make this logistics operation work or at least get it started and wall street will support it.
5. The industry will change, how much, who changes and who dies is TBD.
6. If I was an young guy under 40 go to UAL/DAL/AA. Guys come to UPS and FedEx for the pay and pension. If the industry goes low cost it can not support such things.
7. Another possibility is that Amazon will buy and minority controlling share of UPS or FedEx (49%). I believe getting in bed with Amazon would be a great deal. They are the future of ecommerce and have a proven track record.
8. The old argument of "were will they get the pilots to fly the jets" does not hold water. People want to work for Amazon, even if its not Amazon. Can you imagine how many apps they would have if they started a airline that was truly company owned. People still believe you can get rich at a startup airline.
#23
You couldn't be more mistaken. All that will happen is SOME of the low yield, but high cube Amazon volume that was carried by FedEx/UPS will now be flown by Amazon contractors. The end result will be freeing up space on existing FedEx/UPS jets for much higher yielding volume without having to purchase additional jets.
#24
Banned
Joined APC: Nov 2016
Posts: 85
Not hoping. Informed commentary. ABX, on the other hand, better hope that they didn't permanently PO Amazon and that they will eventually fall back into their good graces so that they can get a piece of the action. Otherwise you may see Uncle Joe's favorite child switch from ABX to ATI.
#26
Banned
Joined APC: Nov 2016
Posts: 85
#28
Gets Weekends Off
Joined APC: Oct 2014
Position: Retired from APC.
Posts: 507
I think this will do several things
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
3. They must morph into a Amazon type operation or die. FedEx has the talent, but UPS is the old slow dog that learns new tricks slowly and thats bad.
4. Amazon will spend whatever it takes to make this logistics operation work or at least get it started and wall street will support it.
5. The industry will change, how much, who changes and who dies is TBD.
6. If I was an young guy under 40 go to UAL/DAL/AA. Guys come to UPS and FedEx for the pay and pension. If the industry goes low cost it can not support such things.
7. Another possibility is that Amazon will buy and minority controlling share of UPS or FedEx (49%). I believe getting in bed with Amazon would be a great deal. They are the future of ecommerce and have a proven track record.
8. The old argument of "were will they get the pilots to fly the jets" does not hold water. People want to work for Amazon, even if its not Amazon. Can you imagine how many apps they would have if they started a airline that was truly company owned. People still believe you can get rich at a startup airline.
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
3. They must morph into a Amazon type operation or die. FedEx has the talent, but UPS is the old slow dog that learns new tricks slowly and thats bad.
4. Amazon will spend whatever it takes to make this logistics operation work or at least get it started and wall street will support it.
5. The industry will change, how much, who changes and who dies is TBD.
6. If I was an young guy under 40 go to UAL/DAL/AA. Guys come to UPS and FedEx for the pay and pension. If the industry goes low cost it can not support such things.
7. Another possibility is that Amazon will buy and minority controlling share of UPS or FedEx (49%). I believe getting in bed with Amazon would be a great deal. They are the future of ecommerce and have a proven track record.
8. The old argument of "were will they get the pilots to fly the jets" does not hold water. People want to work for Amazon, even if its not Amazon. Can you imagine how many apps they would have if they started a airline that was truly company owned. People still believe you can get rich at a startup airline.
#29
Gets Weekends Off
Joined APC: May 2006
Posts: 977
Not exactly roses in the pax world right now, Big 3, Norwegian...
#30
Gets Weekends Off
Joined APC: Feb 2007
Position: FO
Posts: 3,031
I think this will do several things
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
1. Will change the express market that has not changed much, Just grown in the last 20 years.
2. UPS/FedEx has largest shipping network but sells nothing. Amazon is the opposite. When they get their air and ground system up it will be bad for the two giants that don't have a platform to sell stuff (UPS FedEx).
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