ocado will still continue to deliver waitrose items. ocado are simply acting as a conduit for morrisons online delivery service.
I don't think anything will change anytime soon, but this was from the original report when Morrisons put the money in.
Ocado said its current contractual agreement with Waitrose would "remain unaffected by these arrangements" and that customers would experience "no change to the service" as a result of the deal.
It maintained that there was no exclusivity clause in the Waitrose agreement preventing it from offering services to rival supermarkets.
Ocado said it would continue to deliver Waitrose food from the Dordon centre.
But in a statement Waitrose said: "We have asked to see the detail of the deal and the operating arrangements. Meanwhile, we have instructed lawyers so that we can get a clear and unequivocal view of the contract and examine what might constitute a breach."
In the Morrisons agreement there is a "restrictive covenant" preventing Ocado from providing a similar online grocery service to more than one competitor to Morrisons at any one time.
Waitrose signed a deal with Ocado in 2000 and now serves up to 40,000 online shoppers a week.
Ocado's shares closed 36% higher. Its shares have risen 149% over the past year.
I can't see Ocado managing to deliver two competing supermarkets' shopping from its existing DCs. There are conflicts of interest all over the place for the supermarkets. I'm not saying it won't happen, just that I can't see Waitrose taking a back seat to Morrisons. AFAIK, Ocado still has the inside-the-M25 deal for Waitrose - so I'd expect Waitrose to be sorting out something in the background - I would if I was them.