calling it a tech play because they have a little e-commerce mo mojo, is crazy but to say they're behind amazon -- >> it's totally different. their solution is to have emplo employees drop them off on the way home from work >> as brian sullivan talks about all the time, amazon is about 10% of the retail market 10%. the other 90% is still brick and mortar stuff >> but it's getting smaller, dude >> i get that it's getting small. to their point, you can fight a war on many fronts at a certain point, you're fighting too many battles on too many fronts and it comes back to haunt you. when do they raise margins when they put everybody out of business and they can make the margins whatever they want to be the pbms are in a lot of trouble if amazon comes knocking >>> ahead, how traders are betting ahead of big bank earnings next week >>> meantime, here's what else is coming up on "fast. >> the only thing we have to fear is fear itself. >> well, maybe not because wall street's so-called fear index just flashed a sell sign we'll tell you what it is and how to protect yourself. >>> plus "fast money