"Even Kindle Fire's sales are slowing"
You have any evidence to back this up? Seems like just the opposite is happening:
You have any evidence to back this up? Seems like just the opposite is happening:
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.
"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."
- Kindle Fire: Android Tablet
- Kindle Everything Else: E-reader
The article is about how Kindle Fire may be cannibalizing sales from the e-readers.
http://www.zdnet.com/blog/computers/cheaper-ipad-2-may-be-ex...