It's obviously you said at the start you were working with some very large merchants, enterprise size clients, and, during the period were going through at the moment, everyone's getting slammed with challenges left right and center. So that being said, what challenges do you see most commonly experienced by these kind of enterprise level clients on the marketplace and what are they doing then to overcome them? What we're seeing is, you know, a) that people are running out of fulfillment capacity. Those folks who are doing E-commerce well, and the business is growing, they run out of fulfillment capacity. They come to us to help solve that and they don't want to sign a five year lease or five year contract so we can give them a month to month, sort of elastic capacity. But more than that, I think the carrier capacity is going to be limited. And that's a much harder problem. We've had big sellers, big merchants, people whose name you've heard of, and their carrier won't come pick up their stuff but picking up every other day. And so they're having to manage that carrier. And so, you know, one thing that that sellers can do is you know, if they're not going to be completely dependent on FBA, they need to have carrier contracts which guarantee them capacity over a Q4 peak, and that might mean, you have a contract with UPS and another contract with FEDEX and some with On track and Laser ship and so on. But diversify your carrier base because all signs point that everybody's viewing overcapacity this Q4.
Thanks,
George
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