Quote:
Originally Posted by fjtorres
Hmm, January panel deliveries would go into March deliveries.
A glut of holiday hardware in the pipeline would result in a reduction in orders in January.
A further sign of a leveling-off of demand for dedicated reader devices in the NorthAmerican market.
That adds up to four red flags so far.
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How much of that is actual and/or anticipated reductions in E-Ink e-readers, in favour of e-reader tablets like the Kobo Vox and Kindle Fire?
And, as "wizwor" says, these are revenue numbers (which may be dropping for the e-ink display manufacturers), not unit sales numbers; unit sales could be dropping less, if at all.