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Old 07-30-2010, 02:04 PM   #13
fjtorres
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Quote:
Originally Posted by murraypaul View Post
a) You put inevitably in quotes, but it does not appear in the article, which (to put it generously) is misleading. What the article says is:


b) What lock in?
He is talking about iPad users reading books in the Kindle app.
There is no lock-in as to where they buy the next book from.
Sorry if its not clear, I was paraphrasing; hence the quotes.

My point is that *amazon* has the lock-in, not Apple. To say Kindle readers on iPad are ging to move to iBooks *at any point* is ludicrous because once you've bought into the Kindle platform you're locked-in to the kindle platform. Buying off iBook brings no advantage to somebody already buying Kindle books.

The only growth path for iBooks (and it *is* substantial) is from people who buy iPads who're *not* reading Kindle or B&N ebooks. But that growth is *not* going to come from Amazon's (or B&N) existing customers, just the newbies. His whole thesis is half-baked.
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