Threat of Amazon in the package delivery biz

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Quote: The richest man in the world can do anything he wants.
Amazon could pay cash for 100 brand spanking new 767s, 15,000 delivery vehicles and all the ground support equipment and still have 2/3rds of their current cash on hand in the bank.
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Quote: Well, you guys may be right about Amazon or DHL not being able to challenge FedEx and UPS.... today. But someone will. There is too much ecommerce. Somebody right now is working on a plan to get a big piece of that pie. It is probably somebody we have never yet heard of. This I know, history is littered with companies that were the largest in their industry but were eventually dethroned by technology or an evolving market place. (railroads, steamship lines, aircraft manufactures, stage coach lines to name a few. These companies were huge but at some point didn't evolve into the next thing. Why is it that the huge steamship companies of the late 1800's early 1900's didn't get into the airline business? It was theirs for the taking.) While I don't think Brown and Purple are going to be gone I am certain that they will be sharing the market with some other players someday.
Not sure where you’re coming from, but seems pretty obvious you don’t really know what goes on in CVG. DHL is constantly late and the loads seem to steadily shrink...if DHL is Amazons model, I’ll put my money on UPS/FEDEX running them out of the sector.
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Quote: On the one hand, you decry big business, right wing boilerplate (whatever that is these days) as anathema to collective bargaining. On the other, represented delivery workers as uncompetitive. Which is it?
I don’t know what kind of straw man that you’re trying to create, but I did not say that at all.....not even close.
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Quote: I highly doubt that Amazon, a company with zero experience at running [a warehouse/a membership program/a trucking company/a video rental store/a mobile app/a grocery store/a supply chain/an airline], will fare any better.
Fixed it for you.

I'm not saying they will be successful challenging Fedex and UPS, I'm just stating the obvious: there's a long list of companies that didn't think Amazon would be a threat.

How does one company end up challenging grocery stores and Netflix in the same decade? Those aren't even close to the same sector.
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Quote: Not sure where you’re coming from, but seems pretty obvious you don’t really know what goes on in CVG. DHL is constantly late and the loads seem to steadily shrink...if DHL is Amazons model, I’ll put my money on UPS/FEDEX running them out of the sector.
I just said you might be right about DHL. As to my impression of CVG I am usually there several times a month and things generally go pretty well. My experience might be different because I don't do it daily and I only fly the flights that connect the hubs. But I do believe that if FedEx and UPS don't stay ahead of the curve there will be other people enter their markets and compete sucessfully.
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Quote: I don’t know what kind of straw man that you’re trying to create, but I did not say that at all.....not even close.
Quote: If you knew anything about labor history, long and recent past, you would know that voting Republican is clearly worse for unions than voting Democrat. Are Dems hands clean? No. Nevertheless, being pro union and voting Republican is a contradiction.
Quote: Being a uniform wearing W2 employee isn’t necessarily indicative of a good work ethic.

Efforts to politicize or equate conservative values as anti-labor are misguided. The uniformed, full time with benefits delivery worker at UPS, FDX or USPS is in the cross hairs of a business strategy designed to dramatically lower cost through advanced IT management of piece work contracting in process areas where automation is not yet possible.

The story of transportation is, hand in glove, a story of organized labor. If AMZN is to change that, they're going to need a bigger Death Star.
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Originally Posted by DC8DRIVER View Post
I highly doubt that Amazon, a company with zero experience at running [a warehouse/a membership program/a trucking company/a video rental store/a mobile app/a grocery store/a supply chain/an airline], will fare any better.

Quote: Fixed it for you.

I'm not saying they will be successful challenging Fedex and UPS, I'm just stating the obvious: there's a long list of companies that didn't think Amazon would be a threat.

How does one company end up challenging grocery stores and Netflix in the same decade? Those aren't even close to the same sector.
Yes because running an airline is JUST like running a grocery store!
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Quote: The richest man in the world can do anything he wants.
Quote: Amazon could pay cash for 100 brand spanking new 767s, 15,000 delivery vehicles and all the ground support equipment and still have 2/3rds of their current cash on hand in the bank.
Richest man in the world can't perform surgery on himself.
Richest man in the world can't beat LeBron in one-on one.
And the richest man in the world can't fly 767's.

He can buy every jet out there but it is the intricate command and control structure that takes years to develop. Heck look at established airlines that STILL screw things up royally every year.

All the cash in the world can't buy experience and, unless the cash is industry standard, hopefully he won't get enough pilots to fly all of his new jets.

Amazon needs to cough up the cash. It's not like they can't afford it.

Pilots need to know their worth!
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Quote: The richest man in the world can do anything he wants.
He’s the richest man alive due to his owning 78.9 million shares of Amazon. He/Amazon are one mistake away from having the rug pulled out from under them. Investing enough of their money to compete with Purple and Brown would be EXTREMELY risky. Even if they were able to suceeed, ecommerce is projected to double over the next 4-5 years. I think there will be more than enough freight available to keep everyone in the black.
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People said Elon Musk couldn’t do the things he has done, and will continue to do. The doubters need to accept that it is a possibility. The driving force in all of this is the consumer. If I can send a package through Amazon for half the price UPS and FedEx charged, guess what? There’s always pilots willing to fly a 767 for less than what Brown/Purple, and Connie are paying. Brown and Purple being competitive will do what they need to do. Pilot pay may or may not be affected, but Bezos WILL find his pilots.
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