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Broadband and Mobility

Very strong debut of Amazon's new Kindle line of tablets

September 28, 2011

Very strong debut of new Kindle line with impressive features (Touch) and price points (from $79 and up).

Even more impressive is the Kindle Fire with a sweetspot price of $199—must have taken a lesson from HP’s fire sales of its Touchpad, but unlike HP, Amazon has deep-pocket and alternative revenue sources to compensate device margin.

Prime looks like Amazon’s new differentiator to the CE world that focuses on content/media as value-add to consumers. Prime does come with a lot of media content, but it is also a service that generate e-commerce revenues—an advantage that is unmatched even by Apple.

The hidden gem is the new Kindle Silk—the technology behind a better user experience leveraging its new browser technology and EC2 Web service infrastructure—When will Apple match Amazon on that?

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