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I'm not really sure where the "pull support for Kindles" come from.
It's much more likely that Rakuten will make it EASIER to get books into Overdrive, and at the same time promote it's Kobo service to more and more authors.
OverDrive is making money today.
Kobo is currently not.
They won't jeopardize the revenue stream in OverDrive.
I can see a much closer integration of the two, but not a strategy that excludes Kindle owners.
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