> Amazon has the only complete end to end solution where they sell you the products and advertise for their own "other stuff" they sell. IMHO Amazon is going to

> Amazon has the only complete end to end solution where they sell you the products and advertise for their own "other stuff" they sell. IMHO Amazon is going to be the big winner in the long run. I think you are vastly under-estimating Apple's dominant position in the fastest-growing and most profitable category of "selling other stuff": digital content. Itunes is on track to $30 billion revenue this year with huge yearly growth several years in a row. That is almost half of all Amazon revenue combined! And presumably with vastly better margins, too. In the next decades people will spend more and more on digital goods (Apple's turf), at the expense of physical goods (Amazon's turf). Amazon will do anything to avoid being leapfrogged that way. They have a very strong cloud infrastructure story, obviously, and are playing decent catch-up in many other areas, but in the grand scheme of things they are very far from the guaranteed winners.