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  • Oct. 5, 2011, 11:54 AM

    India is set to unveil the Aakash, a tablet computer that will be sold to students in that country at the subsidized price of $35. While possibly making a difference in rural education in India, the tablet is not likely to have appeal beyond that. "The thing with cheap tablets is most of them turn out to be unusable," says a tech reviewer.

    | Oct. 5, 2011, 11:54 AM
  • Oct. 5, 2011, 9:00 AM
    Amazon's (AMZN) web services business continues growing by leaps and bounds. The latest evidence: the number of objects stored by Amazon's S3 storage service more than doubled from Q4 2010 to Q3 2011, to 566B. Both Cowen and J.P. Morgan have aggressive long-term targets for Amazon's broader web services sales. (also)
    | Oct. 5, 2011, 9:00 AM
  • Oct. 3, 2011, 5:04 PM

    Research firm eDataSource estimates Amazon (AMZN) took in 95K Kindle Fire pre-orders during its first day of availability, even though the device won't be released until Nov. 15. This compares with over 300K pre-orders for the original iPad (AAPL) on its first day of availability.

    | Oct. 3, 2011, 5:04 PM | 5 Comments
  • Oct. 3, 2011, 10:47 AM
    Amazon (AMZN +0.7%) outperforms a little after Stifel's Jordan Rohan upgrades shares to Buy. Rohan expects a weak economic environment to boost Amazon's market share gains, given its position as a cost leader. He also thinks Amazon's lofty valuation can be justified by the sustainability of its growth.
    | Oct. 3, 2011, 10:47 AM | 1 Comment
  • Oct. 2, 2011, 7:02 AM

    Best Buy (BBY) slashes its price for the HTC Flyer tablet from $499 to $299. H-P's decision to unload TouchPads for $99 "permanently changed consumer acceptance of prices that were always idiotic for tablet(s)," writes Karl Denninger. "Firms enjoying high margins on them now (cough-AAPL-cough) are going to get trashed."

    | Oct. 2, 2011, 7:02 AM | 46 Comments
  • Sep. 30, 2011, 2:22 PM

    Each new Kindle Fire costs $209.63 to make, IHS iSuppli estimates, meaning Amazon (AMZN -1.4%) would lose just under $10 on each device it sells. Amazon hopes the tablet encourages users to buy more products and services from it; factoring in expected sales of digital content, iSuppli calculates Amazon will generate a $10 marginal profit on each Fire sold.

    | Sep. 30, 2011, 2:22 PM | 4 Comments
  • Sep. 30, 2011, 9:48 AM

    J.P. Morgan's Mark Moskowitz, done refuting co-workers, says he's unimpressed with the Kindle Fire (AMZN), believing the device can't match the experience provided by the iPad (AAPL). But as John Paczkowski notes, the Fire appears aimed at a different market segment. And a 10-inch model that's more of an iPad rival may arrive in time. (earlier)

    | Sep. 30, 2011, 9:48 AM | 1 Comment
  • Sep. 30, 2011, 9:28 AM
    Ovum expects the market for public (externally hosted) cloud services to grow at a 29.4% annual rate from 2011 to 2016, eventually reaching a size of $66B. The markets for IaaS cloud solutions such as those from AMZN and RAX, and PaaS solutions such as CRM's, are expected to grow even faster. (also)
    | Sep. 30, 2011, 9:28 AM | 2 Comments
  • Sep. 30, 2011, 8:03 AM

    DigiTimes' sources believe Amazon (AMZN) will ship 4M Kindle Fire units in 2011 - a solid start, but well below the 11M-15M iPad (AAPL) units expected to ship in Q4. It's also claimed Amazon will sell 15M+ units of its new e-ink Kindle models (I, II) this year, a sales rate that would represent a major ramp from the 6M Kindles IDC estimates Amazon sold in 1H '11.

    | Sep. 30, 2011, 8:03 AM
  • Sep. 29, 2011, 10:43 PM
    A source tells VentureBeat that Amazon (AMZN) is "in serious negotiations" to acquire H-P's (HPQ) webOS unit. Though Amazon's just-announced Kindle Fire is based on Android (GOOG), Amazon has highly customized the OS, and so adopting large portions of webOS' interface and feature set seems within the realm of possibility.
    | Sep. 29, 2011, 10:43 PM | 3 Comments
  • Sep. 29, 2011, 5:03 PM

    Best Buy (BBY) has had a rough year, thanks to concerns about weak consumer spending and competition from the likes of AMZN and WMT. But Chad Sandstedt thinks bears are overlooking the profitability of Best Buy's high-margin services business. This, he thinks, can prop up the company, which now trades at 8x EPS, even if it fails to grow.

    | Sep. 29, 2011, 5:03 PM | 3 Comments
  • Sep. 29, 2011, 3:54 PM

    Netflix's (NFLX -11%) massive selloff today has plenty of investors baffled. But ever-bearish Tony Wible believes it has much to do with investors realizing the unlikelihood of an Amazon (AMZN) acquisition, as well as a general fear of subscriber losses. Wible also thinks Amazon is just one of many competitors that will go after Netflix via subsidized pricing.

    | Sep. 29, 2011, 3:54 PM | 5 Comments
  • Sep. 29, 2011, 3:17 PM

    Although Research In Motion (RIMM -5.1%) denies the report that it's dumping the Playbook, the analyst drew his conclusion because a Playbook facility had laid off lots of workers. Plus, Best Buy (BBY) is slashing prices, bringing to mind what H-P did with the Touchpad, OptionMonster's Jon Najarian says. And after Amazon's (AMZN) move, the RIMs of the world had little choice.

    | Sep. 29, 2011, 3:17 PM | 2 Comments
  • Sep. 29, 2011, 2:30 PM

    In the wake of the Kindle Fire, analysts seem to be forming a consensus about the tablet market's future: Apple (AAPL), with its differentiated hardware, software, and app base, will dominate the high-end, while Amazon (AMZN), with its subsidized pricing and media/services assets, will control the low-end. And everyone else will be out of luck.

    | Sep. 29, 2011, 2:30 PM | 16 Comments
  • Sep. 29, 2011, 1:28 PM

    Ticonderoga's Brian White may love Apple (AAPL), but he's quite bearish on PC rival Dell (DELL), believing soft enterprise and government demand will do further harm. White thinks recent negative remarks from HPQ and JBL about bode poorly for the firm, and is also worried the Kindle Fire (AMZN) will kill off Dell's chances to be a strong tablet player. (previously)

    | Sep. 29, 2011, 1:28 PM | 1 Comment
  • Sep. 29, 2011, 12:03 PM

    Big tech momentum names are down in big chunks without much news to explain it, but Mark Gongloff tries: "Are hedge funds dumping to raise cash, or are portfolio managers doing some quarter-end shuffling? Maybe a bit of both." Netflix (NFLX -8.9%) continues its beatdown, now -49% this month. AAPL -0.5%, AMZN -1.9%, PCLN -3.9%, BIDU -6.5%.

    | Sep. 29, 2011, 12:03 PM | 1 Comment
Company Description Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.
Sector: Technology
Country: United States