I'm amazed by the insight in this article. I'm not generally a huge Gruber fan (nor a hater, I just don't find "Apple released a new x, here's my reaction" very

I'm amazed by the insight in this article. I'm not generally a huge Gruber fan (nor a hater, I just don't find "Apple released a new x, here's my reaction" very nourishing). But in this I felt like he really nailed the state of tablets and why the Fire will do well and the others won't. Really good stuff. Sadly not analysed is that his central point, taken to its logical conclusion, gives you an obvious field for new iPad competitors. He's correct - nobody's going to beat Apple in hardware design. Nobody's going to beat Apple (for a while anyway) in app market size. What can they beat Apple at? Price and content. Price and content means Sony, Nintendo, Disney, any of the big content players with an untapped market for specific tablets. I don't know if they'll go that way, but there's every reason to think they'd win out if they did.