Sunday, January 31, 2010

Kindle vs. iPad: It's Not Zero Sum


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From CBS News:

Amazon provided its most detailed figures on sales of its Kindle, putting the units in the marketplace in the millions. The big questions: How long can Amazon defend its turf vs. Apple's iPad? And will consumers consider the iPad and Kindle to be two completely different devices with different use cases?

The e-commerce giant on Thursday reported another strong quarter, but the highlight of the financials and the call may have been at least some detail on Kindle sales. Due to an accounting change where Amazon can recognize more Kindle revenue up-front, the company had to offer a little more detail than usual about sales. Granted, Amazon didn't offer much, but CEO Jeff Bezos said in a statement:

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