It may be a big revenue business but margins are extremely thin. That's one of the reasons why there hasn't been much innovation. Amazon could be a different st

It may be a big revenue business but margins are extremely thin. That's one of the reasons why there hasn't been much innovation. Amazon could be a different story, but the virtue of brokering a standard product is same as retailing a barcoded product. It's the same marketplace story. If Amazon is interested, it's not for the money but for an opportunity to own an important platform in the logistics industry.