boisterousbob

Apple vs. Amazon: An iTablet Would Redefine the Ebook Market

The tablet will require a data connection. As voice becomes free once you have data (and as everyone will ultimately buy data), this seems a very sensible evolution for carrier subsidy.

Well, it seems sensible to me at least :)


On Dec 09 05:31 PM Apple Investor wrote:

> A subsidized Mac Tablet, iSlate, whatever? I don't know. A tablet
> is a cool device for sure, but it's not something you'll be carrying
> with you everywhere you go, not like a cell phone. I just don't see
> the value proposition there for the carrier.
>
> I do agree with you on the margin. It would be hard to believe that
> Apple would enter into any product line without seeing at least a
> 30% profit margin.
>
> On Dec 09 05:23 PM Paul Zimbardo wrote:

Why Amazon Is Overvalued

Well, people comment that the internet is "saturated" I assume they mean everyone has access. I am not sure though, that you can make a leap that just because people have the internet at home that internet shopping is saturated. That's a bit like saying car sales are saturated because we built the highways.

I have bought many things on the internet including a car. However I do not shop at amazon because I find their prices excessively expensive.

However I find their marketplace, and kindle to be fascinating business concepts. The marketplace is like being a mall operator, and I could easily see how that business could grow into the same size as amazon itself in time. Further, with the kindle will amazon do to books what apple did to music delivery?

Amazon is overpriced based upon its current shape and size, sure. And this article expresses it rationally. But, just an opinion, short it long term at your peril.