Itcanaggregate one-clickcheckout services acrossmarketplacesin a waythatno other can, creating a hugecompetitiveadvantageforonlinepayments that noone elsecanmatch.
In addition to its own distribution, Amazon has created a marketplace for other online retailers, with back office infrastructure and one-click payments as well as the infrastructure to develop on a scalable, monetizable platform.
And while Apple has not addressed the NFC or the mobile wallet opportunity, Apple does now have 435M iTunes accounts with one-click purchasing which still makes it a heavy-weight contender in mobile payments when it decides to move.