Direct Mail Market -- Market Share from Another Medium?

"Our growth is . . . because we do direct mail like no one else," Andersen contends. "There isn't another offering in the United States where you have a complete, turnkey solution with the four key disciplines—the printing, envelopes, plastic cards and mailing—in one domain, where we manage the whole logistics stream, including commingling. This provides a profound savings for major direct marketers as opposed to doing it in a horizontal solution, where you procure your own data processing, envelopes, printed product, plastics manufacturing, then find a mail shop."