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@fjtorres - great analysis. True the iPad didn't kill the eInk market, but I agree with you that it clearly has killed the high end dedicated reader market.
Kindle/Nook have set such a low price point...that it's going to be hard to make money if you don't have volume given the iPad cap. The Nook color fits nicely in between and it pretty much kills any chance of non-lcd color devices in the middle.
LCD for reading is simply very acceptable. The premium that would be required to put out a new non-lcd technology is just going to be killed by the market realities. It will not be enough to have color, you'll have to have movie speed color. And the tablets own that market space at a price point new tech is not going to be able to meet.
Lee
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