I agree – Amazon may need to be more supplier-flexible in its pricing structure, to address Apple’s publisher pricing/licensing model, but I don’t see the iPad as a threat to the Kindle at this point
For now, analysts said, it does not appear the iPad will wipe out the market for e-readers - the core of E Ink’s business. “I think E Ink can rest a little bit. I bet they were up late last night worrying about it,’’ said Forrester Research media analyst James McQuivey. “Over time, there will be more credible threats to E Ink, but this isn’t it.’’
Instead of being a Kindle killer, he said, the iPad might simply be “competition that will make everybody sell better.’’ He estimated that 6 million e-book readers will be sold this year.
Apple’s splash not wilting e-book screen maker - The Boston Globe
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