[HenryTheHorse]

* "B2B" is a catch-all term. There's indirect/MRO procurement and there's direct procurement. It's very hard to break into direct procurement without also owning the product/manufacturing. So yes, that does mean Amazon is going to go after the bigger MRO market. (This is a space they excel in already.)

* Amazon is operating in the marketplace model, not just in the conventional e-commerce model. This means their inventory can be MUCH BIGGER than anyone else's with FAR LOWER operating risks. This is what is worrying Grainger and others.

* Also worth noting that Amazon has more or less given up on product quality and instead, chosen to focus on Fulfillment and Supply Chain quality. With a marketplace model, that could lead to major headaches (while still giving the B2B buyer perfect delivery and a great price!).