Pretty sure Amazon won't be a customer as they've got their own delivery solutions.
Regarding comments made by others about Motley Fool - the majority of the time they only mention a stock after they've loaded up on it, unless of course they are down-ramping a stock in order to buy it cheaper.
Regarding margins for GSW - I think I remember reading they've estimated 90% profit margin per delivery (most likely at full rrp, and obviously should be taken with a grain of salt). My guess is that the majority of their costs would more likely be fixed (probably tiered for hardware) rather than variable, so after the NA Williams dev project is finished and local support centres are established the profit should really start to ramp up. It will be interesting to see how many of the new features developed will be useful to other verticals.
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