Interesting - I'm speaking from general market sentiment (e.g. http://www.techrepublic.com/article/aws-is-playing-chicken-w...) but I'd never heard the "Mountain of Margin" argument (http://www.forbes.com/sites/mikekavis/2014/08/08/how-niche-c...) before you called it in to question - thanks for bringing it up. I now don't know what to believe - time to go and do my homework on this one.