Thursday, July 22, 2010

Analyst: More iPads out there than Kindles

From eWeek: "Last night, Apple stated it has shipped 3.27 [million] iPads since the April product launch, surpassing our estimate for an installed base of [around 3 million] Amazon Kindles to date despite supply constraints,” Marianne Wolk, an analyst with Susquehanna Financial Group, wrote in a co-authored research note to investors. "However, Kindle device sales have also accelerated recently, with the growth rate of Kindle units up 3x since the June 21 price reduction from $259 to $189."

Note my previous comments about Amazon's ambition (I presume) to win the content and ecosystem war rather than the hardware war. Also note today's post about Amazon's new content deal with the Wylie Agency.