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CompetentFool 11-04-2015 08:00 AM


Originally Posted by BizPilot (Post 2005226)
Amazon can buy FDX, plain and simple. Just check out their market capitalizations.

I read here much more than I post but this gem is just too stupid to pass up. This is a perfect example of why pilots aren't good investment advisors.

BizPilot 11-04-2015 08:34 AM


Originally Posted by CompetentFool (Post 2005338)
I read here much more than I post but this gem is just too stupid to pass up. This is a perfect example of why pilots aren't good investment advisors.


I work in the M & A field on the side.

vroll1800 11-04-2015 08:34 AM


Originally Posted by jungle (Post 2002620)


Yes, he is and he doesn't even know it.

I'd say that he is a "major boob." ;)

vroll1800 11-04-2015 09:01 AM


Originally Posted by BoilerUP (Post 2005189)
A nationwide warehouse-to-customer delivery network requires much, much, MUCH more than just an empty ILN air sort facility.

Like maybe a bunch of fullfilment centers already, and a 2014 revenue of ~$88B, and gross income ~$25B. These figures are a ~2.5 fold, and ~3.25 fold, respectively, over 2010 figures. Can YOUR company say the same things ? There are also many closed ABX ramps/buildings scattered across the country.

vroll1800 11-04-2015 09:10 AM


Originally Posted by Czech Airman (Post 2004893)
They won't. What you'll see is Amazon going the ACMI or CMI route. It will be like DHL on steroids. Amazon will pit one contractor vs. another to pressure them to continually lower their costs.

You may be right there. Unlike DHL, Mr. Bezos is a US Citizen, and thus doesn't have the obstacle that DHL has "wrt" owning a US airline.

Originally Posted by Sideshow Bob (Post 2004914)
Given Bezos is such a highly regarded "progressive", he will of course welcome unions and offer those handling his product THE best compensation and benefit packages....right?:rolleyes:

He will demand Part 117 for all!

Get ready for FDX plus all you ACMI guys!

Based on the web searching I did, I found nothing to suggest that Mr. Bezos would be another Henry Ford, Herb Kelleher, or Fred Smith.

Swedish Blender 11-04-2015 09:26 AM


Originally Posted by Czech Airman (Post 2004933)
A portfolio of contractors will give Amazon the flexibility needed to take on FedEx and UPS.

That may sound good, but he FAA will only let it happen for so long.

With Amazon in operational control of a "portfolio" of contractors, the FAA will eventually make them bring it in house as their own airline.

sky jet 11-04-2015 10:16 AM

They (FAA) haven't done that with DHL. By my count there are at least 7 different airlines on the CVG ramp moving their product every night.

Lockheed 11-04-2015 11:38 AM


Originally Posted by sky jet (Post 2005410)
They (FAA) haven't done that with DHL. By my count there are at least 7 different airlines on the CVG ramp moving their product every night.

They can't do it with DHL - they are not a US citizen - DHL can not have operational control of any aircraft - we all know they do - but they still cant own any more than 49% of a US Air Carrier

Czech Airman 11-04-2015 12:12 PM


Originally Posted by vroll1800 (Post 2005366)
Like maybe a bunch of fullfilment centers already, and a 2014 revenue of ~$88B, and gross income ~$25B. These figures are a ~2.5 fold, and ~3.25 fold, respectively, over 2010 figures. Can YOUR company say the same things ? There are also many closed ABX ramps/buildings scattered across the country.

That DHL now owns/controls/leases.

Czech Airman 11-04-2015 12:14 PM


Originally Posted by Swedish Blender (Post 2005380)
That may sound good, but he FAA will only let it happen for so long.

With Amazon in operational control of a "portfolio" of contractors, the FAA will eventually make them bring it in house as their own airline.

Like the FAA allows the majors to operationally control their FFD partners.


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