One problem with headlines like this is that obscure as much as they enlighten. Market "share" doesn't drive a company's revenue; total sales do. Amazon is certainly to be congratulated for the success of the KF and 4 million sales in a quarter is nothing to dismiss. But the overall tablet market expanded tremendously in the last quarter of 2011 and Apple sold 15 million iPads in that quarter even while their market share dropped.
In short, this isn't a game where one firm "wins" and another "loses." Amazon has been extremely successful with the KF. Apple continues to be spectacularly successful with the iPad.
A more interesting comparison, I think are the sales figures for KF versus the Nook Tablet. While Amazon was moving almost 4 million units, B&N sold almost 2 million NT's. That's very good news (and at least to me somewhat surprising) for Barnes and Noble considering that their brick and mortar business is in a deep black hole.
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