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6cxs2hd6 | 11 years ago

I think another difference is that the bulk of FedEx and UPS customers are businesses -- who typically are smart enough to allocate business among at least two vendors. Short-term this keeps your suppliers honest on price and service. Long-term it hopefully sustains more than 1 supplier. Even when an industry has one "gorilla" (e.g. Intel), business customers will try to sustain at least one "chimpanzee" (e.g. AMD).

However this dynamic is missing from consumer businesses.

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