[zkanter]

Many thoughts on this. But they all come down to: it sounds like you think Amazon's current moat is trivial for Wal-Mart to overcome. Should be a few more months now and then Wal-Mart will start to take the ecommerce lead, then ;)

[jessaustin]

This seems to be a sort of excluded-middle error... there is lots of space available in between "Wal-Mart will never threaten Amazon" and "Wal-Mart already drove Amazon out of business". I'd suggest you just shop on Wal-Mart's site; you'll discover they have almost as many shoddy knock-offs for sale as Amazon have...

[skewart]

That's not what Alupis's comments sound like to me. It sounds more like they're saying that if Amazon wins it won't be because they had unique, impossible to reproduce logistics and fulfillment programs. It will due to other factors. (And there are lots of other areas where Amazon has an advantage over Walmart, not the least of which is brand.)

I don't think they're suggesting that Walmart will inevitably overtake Amazon in e-commerce any day now.