What's Behind the Drop in Kindle Fire Shipments? - John Paczkowski - News - AllThingsD

Right about now would apparently be a good time to introduce Kindle Fire 2.0

"Kindle Fire demand could be dropping off as customers postpone their purchases in anticipation of a new version of the device. Or it could be declining because the Fire was a really well-executed holiday play whose novelty has since worn off.
Or it could be that the iPad 2, which Apple continues to sell alongside the new iPad at a lower price, is winning over some of the same consumers that Amazon has been targeting with the Fire.
Or, because the number of units shipped isn’t the same as units sold, the dropoff in shipments in the Fire’s latest quarter could primarily be the result of a large inventory buildup in the product’s first months on the market."

What's Behind the Drop in Kindle Fire Shipments? - John Paczkowski - News - AllThingsD