There is always some conventional wisdom, even if it is not a directional view on the market as a whole. Here is some conventional wisdom: "eBook readers will

There is always some conventional wisdom, even if it is not a directional view on the market as a whole. Here is some conventional wisdom: "eBook readers will be cheap enough (<$99) that most people (>50%) will own one in less than 36 months." So the contrarian would buy shares in physical book manufacturers?