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Author Topic: MORGAN STANLEY: 'Safe from Amazon' it must have one of these 5 traits  (Read 223 times)
rcjordan
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« on: August 02, 2017, 03:34:36 PM »

http://www.businessinsider.com/amazon-stock-price-industries-disruption-morgan-stanley-2017-8

Short, worth a read. Some, I question a little bit --but generally right, I think.
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drcool
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« Reply #1 on: August 02, 2017, 03:44:10 PM »

>>Auto Parts

I have bought the last few auto parts I have purchased from Amazon. Ordered a radiator for $40 and it was here 2 days later. Don't see that as a good example at all. They might not be able to carry every part for every vehicle but they can probably get 90% there fairly easily.

>>Home Improvement

Would be very easy for them to put together a marketplace of vendors and servicemen. Buy an air conditioner and have it installed by one of these 5 certified installers. Costco does something similar already.

>>Autos

Wouldn't be surprised if this is coming soon. Again, you can buy cars at Costco. And services like Carvana.
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rcjordan
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« Reply #2 on: August 02, 2017, 03:58:48 PM »

>>Auto parts

Agree. I just replaced the interior latch mechanism for a 2008 Ford Fusion driver-side door via Amz. Obscure-ish part here in 2 days at about a 20% discount vs a local store.

>Would be very easy for them to put together a marketplace of vendors and servicemen

That's the other one I have trouble with. Just last week, I posted here that when you buy a household electrical device (switch, receptacle) they fire up a cart button asking if you want to add professional installation.  Based on that, I'd say they already have that service in place.

Goes to show how insulated NYC analysts are.  They miss a lot of what's happening out in the bricks.
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littleman
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« Reply #3 on: August 02, 2017, 08:55:06 PM »

They already have cars:
https://www.amazon.com/Vehicles/b?ie=UTF8&node=10677469011

Edit:
Apparently it isn't fully functional yet in the US, but they are actually selling cars in Italy right now.
http://gizmodo.com/amazon-now-sells-cars-1789150152
« Last Edit: August 02, 2017, 08:59:26 PM by littleman » Logged
rcjordan
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« Reply #4 on: August 04, 2017, 04:52:37 PM »

>>>Home Improvement

>Would be very easy for them to put together a marketplace of vendors and servicemen.

Quote
There are rumors that Amazon is interested in acquiring the Sears Home Services (SHS) Division. The SHS division operates as a franchisor of national home repair and maintenance services including appliance repair, plumbing, HVAC and roof repair along with various other services. The SHS acquisition would give Amazon an army of trained, equipped and experienced repair technicians distributed across the United States, as well as a franchise network that could manage those technicians on the ground.
https://www.linkedin.com/pulse/even-plumbers-safe-from-amazon-warren-walker
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