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Amazon (AMZN) isn't taking the iPad Mini's (AAPL) arrival (and Tim Cook's earnings call...

Amazon (AMZN) isn't taking the iPad Mini's (AAPL) arrival (and Tim Cook's earnings call criticism of 7" tablets) lying down: the company has placed a giant ad on its home page favorably comparing the $199 Kindle Fire HD with the $329 Mini. Absent from the ad is any mention of the Fire's ads or lukewarm reviews. Meanwhile, shipping times for all Wi-Fi Mini models have risen to two weeks, and Google (GOOG) is returning fire by giving the Nexus 7 a storage boost.
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Comments (7)
  • jerrycalpha
    , contributor
    Comments (59) | Send Message
    As nice as the Nexus 7 is, it doesn't have the ability to use an external micro SD; nor does the miniPad. The new B&N does (add up to 32 GB) and it's $199 too.
    29 Oct 2012, 10:06 AM Reply Like
  • jerrycalpha
    , contributor
    Comments (59) | Send Message
    I really think AAPL hates having to crank out the mini knowing the cannibalization of its other pads, but it doesn't have much choice. The 5" - 7" tablets are going to be commodity items down the road.
    29 Oct 2012, 10:10 AM Reply Like
  • dab3z
    , contributor
    Comments (312) | Send Message
    "If you don't cannibalize yourself, someone else will," - Steve Jobs
    29 Oct 2012, 12:28 PM Reply Like
  • shangjeen
    , contributor
    Comments (337) | Send Message
    "The 5" - 7" tablets are going to be commodity items down the road."


    The problem is $329 is not commodity pricing - not when other better specced tablets are going for $199.


    I forsee a price cut coming and margin compression for Apple. The baby iPad is already obsolete hardware before its' even launched and will look even more laughably outdated when the Nexus 7 and Fire HD lines get refreshed in Q2 2012.


    "Premium" product indeed.
    29 Oct 2012, 11:48 PM Reply Like
  • rocback
    , contributor
    Comments (1157) | Send Message
    The reviews are coming in and Bloomberg T V just crushed the Surface tablet and called it "terrible" next to Apple's I pad.

    29 Oct 2012, 10:51 AM Reply Like
  • podmeister
    , contributor
    Comments (109) | Send Message
    It appears that Apple's iPad Mini struck a nerve with AMZN and GOOG. Evidently, they have been forced to vigorously defend the value perception of their tablets against the higher priced Mini.


    I'll say it again: Price is the last refuge of the marketer.
    From a marketing standpoint, this means they have little else to go on.
    29 Oct 2012, 02:19 PM Reply Like
  • bailinnumberguy
    , contributor
    Comments (1166) | Send Message
    Amazon's trying to compete in Apple's wheelhouse. They have a credibility issue as they're perceived as an online bookseller. People look at the Kindle Fire as a glorified book reader, while the iPad name has become synonymous w/ tablet. Apple has won the tablet, higher end smart phone, ecosystem wars, but no one wants to admit defeat.
    30 Oct 2012, 02:04 AM Reply Like
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