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If the new Kindle is to go retail in a major way, then Amazon must be making a significant profit at the current price points. Otherwise there is no room for retailers to make a profit, not to mention distribution costs. This does not mean that anyone except B&N and perhaps Sony can compete in price, because Amazon is selling millions of devices.
I don't see how PocketBook, or Jinke, can sell many 6" devices. I don't even see how they sell 5" devices, unless they can do so at ~$150. However, there is room for 8" and larger devices. These don't necessarily need WiFi or 3G, but they do need good software (which PocketBook and Jinke have a good start on, PocketBook is particularly strong for PDF which is a plus). EInk is advertising 7", 8" and 9.7" Pearl screens. I don't think 7" allows much retail premium above $200, and the Kindle DX at $379 suggests a large screen limit of $400 for a WiFi-less reader.
The 9" SiPix touch screen is a possibility, but they seem to have missed their best window to get a hold in the market. I think the 6" SiPix is dead, even with a touch screen. Pearl EInk screens has more contrast, and will own the $139-$200 price range for reading devices.
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