Who cares if Amazon (AMZN) isn't a dominating player in healthcare yet, it continues to plant the seeds for domination elsewhere.
Here are two interesting observations on the tech beast from UBS analyst Thomas Wadewitz after his firm's widely followed investor conference this week.
On Amazon getting into logistics:
"With their "Shipping with Amazon" offering for third-party sellers, the company appears to be planting the seed for offering logistics capabilities to unrelated third-parties (experts believed about 8-10 years out before scaled)," says Wadewitz.
This new service is reportedly scheduled to start soon. It will allegedly pick up packages from businesses and ship them to consumers. Action Alerts Plus holding Amazon is said to be relying almost entirely on its own infrastructure to make the service happen.
On Amazon Prime expansion:
Notes Wadewitz, "Of the 600 million SKUs [stock keeping units] in the U.S., 100 million are 'primeable' (from about 50 million last year; for same day delivery)."
With more items available under Prime, Amazon continues to give consumers reasons to not shop elsewhere. Now that is what Warren Buffett -- and admitted Jeff Bezos fanboy -- would call having a wide moat around a business.