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<blockquote data-quote="bacha29" data-source="post: 3111824" data-attributes="member: 58386"><p>A followup. This morning CNBC had an guy on from Broughton Capital regarding Amazon delivery. He simply reaffirmed what we argued over a month ago.. Bezos will take the gravy the easy in town stuff for himself and leave the boonie boxes for the big 3 to fight over. The question as this gentleman pointed out is who among the big 3 will be willing to take Bezos high mileage low volume rural boxes when it will be at best very low margin business? He believed that X will be the least likely among the 3 to take the business .</p></blockquote><p></p>
[QUOTE="bacha29, post: 3111824, member: 58386"] A followup. This morning CNBC had an guy on from Broughton Capital regarding Amazon delivery. He simply reaffirmed what we argued over a month ago.. Bezos will take the gravy the easy in town stuff for himself and leave the boonie boxes for the big 3 to fight over. The question as this gentleman pointed out is who among the big 3 will be willing to take Bezos high mileage low volume rural boxes when it will be at best very low margin business? He believed that X will be the least likely among the 3 to take the business . [/QUOTE]
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