This article in PARCEL online magazine by Sriram Sridhar talks about what Amazon is doing and why. Most other industries have had disruptive new players come in and turn things upside down. Our perspective is that more competition is good, especially in an area that has a limited number of influential players.
National and International parcel networks are capital intensive and only a company like Amazon has the scale to pull this off and they are not going to do it all at once. Their objectives are different from UPS and FedEx, so shippers should be ready to embrace new business models and be flexible to obtain the best advantage.