My perspective is the customer base isn't as active as they've historically been. We haven't see a whole lot besides an e-mail service.
More Quotes from Jeetil Patel:
The leaders are the ones to bet on at this point, but it might be a tough summer. I think we need to see a couple of players prove to investors that this is a sector that's worth taking a look at.Jeetil Patel
That's the most important engine for growth. It's going to be through the service deals and growth within the existing service deals. It's also going to be through continued growth in the U.S. core business and international.
Jeetil Patel
At the same time, Amazon doesn't have to do any distribution or fulfillment or even take any inventory risk. It's a nice beneficial model.
Jeetil Patel
The key question now remains whether the fee increases and improved growth rates are sustainable.
Jeetil Patel
Amazon has a very loyal customer base but if they the customers are unhappy with the e-mail, I'm sure they will let the company know about it.
Jeetil Patel
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