The way I see it, Amazon is going to patiently wait this out. The Express of today will lose a large number of employees who won't be interested in waiting to see what the new Federal Express has to offer. The Ground of today will lose a large number of employees simply because they won't be able to assimilate into what the new Federal Express will require of them. When the customers that require the service they pay for are not provided with it, they will look to find another company that CAN provide it to them. That is when Amazon will be more than happy to become the safe haven that jilted customers can run to, which is what they have been positioning themselves for. When stockholders see volume, revenue and profits slipping away the selloff will begin and they'll be no way to stop it. FedEx has promised to cut billions and the stockholders love that rhetoric. The immense fall in service associated with it will be what makes FedEx an afterthought. They'll be two big players when the dust settles and FedEx won't be one of them. The geniuses at FedEx forgot what made the company great and they are not about to admit it or do what is necessary to recapture it. The question is how long will it take before the house of cards begins to fall.