They already, in a sense, lease space on their home page to others, such as Drugstore.com and Pets.com, so they're willing to sell access to their customers to others. So, it seems to me that they'd be willing to sell access to their distribution centers. |
They really layered in a whole lot more infrastructure, so now they have to be even larger to break even. That may prove to be one of the smartest moves ever, but that won't be clear for three or four years. As big as they are, Amazon is still operating below critical mass. |
They've got to show the Street and they've got to do it themselves, to get the stock going again, that their growth rate this quarter was an anomaly, not the start of a different trajectory for the growth of the company. |