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>Kindles and Nooks aren’t really competing against each other so much as both of them are holding on for dear life versus the iPad

...except that Kindles and Nooks aren't trying to compete with the iPad, being completely different types of devices for completely different primary purposes.

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Maybe some Kindles and Nooks, but the Kindle Fire is certainly not a completely different type of device.

right, but the Kindle Fire competes with the iPad like a Honda competes with a Mercedes. Sure, they "compete" but most likely someone that buys one won't buy the other.

Even then I find it difficult to compare a $200 7" tablet with a purposely limited app store to a $500 10" tablet with the largest app store around. There are similarities, but I think it's closer to how Toyota doesn't really compete with BMW.

Los Angeles is an Apple town. Much higher proportional use of Apple products than other cities. iPads are status markers here. I suspect San Francisco is the same.

While they may not compete directly, if people already have iPads for other reasons, it seems they'd be less likely to buy a kindle.

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