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Say hello to Kindle 2 (AMZN). Page-turn times 20% faster. Read-to-me feature. 25% longer battery...

Say hello to Kindle 2 (AMZN). Page-turn times 20% faster. Read-to-me feature. 25% longer battery life. Seven times more storage. 0.36 inches thick and weighs 10 oz. Crisper display. etc. AMZN -0.7%.
Comments (2)
  • Mick Weinstein
    , contributor
    Comments (105) | Send Message
     
    A bit disappointing that they couldn't offer it in the $250 or so range. $359 is a stretch for most - will limit adoption to tech enthusiasts and road warriors.
    9 Feb 2009, 11:08 AM Reply Like
  • SA Editor Eli Hoffmann
    , contributor
    Comments (698) | Send Message
     
    It's from Sprint's 10-Q

     

    www.sec.gov/Archives/e...

     

    "Certain wholesale devices are activated on the network by our wholesale partners prior to selling the device to the end customer, which resulted in approximately 210,000 such additions being activated on our network during the third quarter 2008. As of September 30, 2008, these active subscribers, for which devices are not in the hands of an end user customer, represented approximately 3% of the total wholesale subscriber base."

     

    Mahaney does the math:

     

    "Additional sleuthing on Mike Rollins’ part suggests that there could have been 100,000 wholesale device activations in each Q1 and Q2 of ’08, and our combined view is that these wholesale device activations refer specifically to the Kindle. Tie these points together with the knowledge that Amazon fully sold out its Kindle supply by mid-November, and it’s hard to escape the conclusion that Amazon sold approximately 500,000 Kindles in 2008. That’s 30% more than our last published estimate of 380,000. And it also suggests that Amazon could have sold perhaps 750,000 Kindles in ’08, if it had delivered a version 2.0 in time for the holidays or if it hadn’t experienced supply chain problems with 1.0. One takeaway here, of course, is that while Amazon may be a great online retailer, it’s not a great consumer electronics company. But this could
    change..."
    9 Feb 2009, 11:20 AM Reply Like
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