Interesting article on xbit labs website appearing on Google News page this morning:
http://www.xbitlabs.com/news/network..._Heats_Up.html
I would agree that Sony is making some aggressive and smart moves with models, pricing and format standards that should position it nicely over the next several years. One thing from the article that really caught my eye: "Worldwide e-reader shipments are expected to reach 28.6 million units in 2013, up from 924 thousand in 2008."
This is probably a discussion for the lounge, but it would be nice to have some info on what companies (aside from Sony if you're so inclined) to buy stock in.

For example, I read somewhere that one company makes most of the current e-ink displays...