|
The way I read the article you link to is that the main reasons for downgrading Amazon are that the Apple store is already taking market share from Amazon, and that the Kindle price cut will affect profitability. And there's also the competition from the forthcoming Google Editions. The fact that the iPad is full-color is mentioned, but not as an argument for downgrading.
I agree that analysts sometimes make uninformed decisions, but perhaps not in this case.
|