I will be. Wal-Mart's revenues are $421 billion a year. Amazon.com is $34 billion. They also have fundamentally different core businesses: Amazon's core is easily delivered items which are often difficult to find in stores, Wal-Mart's core is easy-to-find items for which delivery service poses problems.

If Amazon gets bigger than Wal-Mart, it will be because the market in easy deliverables becomes very large but the capabilities of general search companies fail to keep pace. Otherwise, Amazon continues its conversion to a data center and payment processing company.

While I wouldn't be surprised, it would be an interesting case-study of how a behemoth in a particular field failed to fully adapt to and leverage the web. On paper one would think that Walmart's supply chain, and massive physical footprint would give it an advantage in this transition period, but it seems that those same things may be preventing it from truly taking advantage of the opportunity.