bjtitus on Can we talk the valuation of AMZN? - http://www.reddit.com/r...
"The problem I foresee with this is that Walmart doesn't have the brand that Amazon does. Walmart is seen as a budget retailer with poor customer experience in the US. I believe this is why you have seen their sales stagnate and them shift their focus overseas. It's not as simple as Walmart turning their existing storefronts into warehouses. That would take a major enough shift that would give Amazon enough time to be right on their heels. Assuming they aren't any more than a year or two behind, I think Amazon would win that battle, being seen as the superior shopping experience." - Brandon Titus