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"Even Kindle Fire's sales are slowing" You have any evidence to back this up? Seems like just the opposite is happening: http://tech.fortune.cnn.com/2012/06/2

by keltex 14y ago

"Even Kindle Fire's sales are slowing" You have any evidence to back this up? Seems like just the opposite is happening: http://tech.fortune.cnn.com/2012/06/26/kindle-fire/ http://tech.fortune.cnn.com/2012/06/26/kindle-fire/

scubaguy 14y ago
The article says "According to a recent report from Pacific Crest Securities, a Portland, Oregon-based investment bank, orders for components used in Amazon's standard e-readers have fallen 75% from the bank's previous expectations."
- AncientPC 14y ago
  - Kindle Fire: Android Tablet - Kindle Everything Else: E-reader > But while Kindle sales may be falling, demand for the Kindle Fire is climbing, with requests for components up nearly 60%. The article is about how Kindle Fire may be cannibalizing sales from the e-readers.
recoiledsnake 14y ago
I was referring to this news. http://www.zdnet.com/blog/computers/cheaper-ipad-2-may-be-extinguishing-kindle-fire-sales/8026 http://www.zdnet.com/blog/computers/cheaper-ipad-2-may-be-ex...
trotsky 14y ago
FWIW, this is from recent Morgan Stanley coverage entitled "Tablet Landscape Evolution Window(s) of Opportunity": Amazon.com was not in our Blue Paper a year ago. After a rapid Kindle Fire ramp in 4Q11, its long-term share looks uncertain. The company gained 17 points of tablet market share in 4Q11 after launching the Kindle Fire in mid- November. Just as quickly, the product lost steam and fell to 4% share in 1Q12. While the company looks to be committed to the tablet market long-term, it is not a preferred way to play tablet proliferation given the current uncertainty in our view. [...] Amazon.com’s Kindle Fire is also seeing less interest— with only 4% of the current tablet installed base and with only 3% of prospective tablet owners planning to purchase an Amazon.com tablet. However, we believe Amazon.com may refresh the Kindle Fire in Q3, with an update to the current 7-inch product and potentially a new 10-inch Kindle Fire. Amazon.com has been elusive about any upcoming product releases and consumers have not seen any prototype, so potential demand for a refreshed 7-inch Fire and a new 10- inch Fire tablet are likely not fully captured in this survey. It was mostly about other topics, but I think their sales research is accurate.

by keltex 14y ago

scubaguy 14y ago

The article says "According to a recent report from Pacific Crest Securities, a Portland, Oregon-based investment bank, orders for components used in Amazon's standard e-readers have fallen 75% from the bank's previous expectations."

AncientPC 14y ago
- Kindle Fire: Android Tablet - Kindle Everything Else: E-reader > But while Kindle sales may be falling, demand for the Kindle Fire is climbing, with requests for components up nearly 60%. The article is about how Kindle Fire may be cannibalizing sales from the e-readers.

recoiledsnake 14y ago

I was referring to this news. http://www.zdnet.com/blog/computers/cheaper-ipad-2-may-be-extinguishing-kindle-fire-sales/8026 http://www.zdnet.com/blog/computers/cheaper-ipad-2-may-be-ex...

trotsky 14y ago

FWIW, this is from recent Morgan Stanley coverage entitled "Tablet Landscape Evolution Window(s) of Opportunity": Amazon.com was not in our Blue Paper a year ago. After a rapid Kindle Fire ramp in 4Q11, its long-term share looks uncertain. The company gained 17 points of tablet market share in 4Q11 after launching the Kindle Fire in mid- November. Just as quickly, the product lost steam and fell to 4% share in 1Q12. While the company looks to be committed to the tablet market long-term, it is not a preferred way to play tablet proliferation given the current uncertainty in our view. [...] Amazon.com’s Kindle Fire is also seeing less interest— with only 4% of the current tablet installed base and with only 3% of prospective tablet owners planning to purchase an Amazon.com tablet. However, we believe Amazon.com may refresh the Kindle Fire in Q3, with an update to the current 7-inch product and potentially a new 10-inch Kindle Fire. Amazon.com has been elusive about any upcoming product releases and consumers have not seen any prototype, so potential demand for a refreshed 7-inch Fire and a new 10- inch Fire tablet are likely not fully captured in this survey. It was mostly about other topics, but I think their sales research is accurate.