Good post. I agree, with the exception that they didn't know each other. I think that bit is left completely up to the viewer, mostly because it doesn't really matter much to the story. How I see it is that Marie had two goals: (1) Seize control of Alex and destroy anything in her way to that goal, or (2) saving Alex from herself, which suggests possible good. I'd like to think that the two girls attended school together, which is how Marie fixated on Alex in the first place. If nothing else, their being friends makes Marie at least a little bit sympathetic instead of just being a stone-cold psychopath.
People often say that it doesn't make sense for the head scene to have occurred, or for Marie to have a truck when she rode with Alex on the way to the folk's. I think you are absolutely right that Marie was in the truck, not in the car with Alex, at the start. Hell, she was never invited to Alex's home in the first place... all scenes suggesting this were in Marie's head in the hours before Alex made it home. She would have had the time to imagine them. As Marie daydreamed about Alex during the daylight hours, she's reminded herself of Alex's interest in men and chooses to angrily masturbate, imagining with Alex's head in the process. I think the head symbolizes Marie's twisted mindset that she not only loves Alex, but is angry as fuck at her for being straight and inaccessible. This theory would also explain the truck.
As you pointed, once you start looking at the movie this way, it starts to make a lot of sense and the "twist" feels much less tacked on.
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