Quote:
Originally Posted by BenLee
We don't know what Amazon's next move is yet. A Kindle 3 in August can do a lot of damage to iPad's ereader market. Companies are not just sitting around waiting for sales. For every action from one company, we will see a counter-action a few days later. I don't think iPads will have much trouble, but they may not have the super smooth road you describe.
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Amazon is not a hardware company. It will never be. Amazon's own Ipad/ipod app will do great damage to Kindle hardware sales. I think Jeff created the two divisions (hardware for kindle, software for kindle app) as a hedge.
Based on Amazon's history with Kindle 1 and 2 releases, I have very low confidence it will do a lot of damage in terms of hardware.