Comments on: Power shift from Amazon(AMZN) to Apple(AAPL)

By: Intelligent Speculator | Time to be a contrarian???

Intelligent Speculator | Time to be a contrarian??? — Wed, 24 Feb 2010 11:02:15 +0000

[...] all among the top 6 names owned. Apple has not been as unanimous since the announcement of its Ipad but I do think it remains a good pick (and do have a trade on Apple right [...]

By: Intelligent Speculator | New trade: Long Apple (AAPL) & Short Amazon(AMZN)

Mon, 08 Feb 2010 11:01:39 +0000

[...] the model. I had written about the impact of Apple’s Ipad on Amazon’s Kindle and the power shift from Amazon to Apple but what shocked me was seeing Amazon’s purchase of a company to advance its touch screen [...]

By: Intelligent Speculator | The Kindle does matter to Amazon!

Intelligent Speculator | The Kindle does matter to Amazon! — Tue, 02 Feb 2010 11:02:28 +0000

[...] few days ago I wrote about the upcoming power shift from Amazon(AMZN) to Apple(AAPL) because of the launch of the much anticipated tablet, which is now known as the Ipad! I will not go [...]

By: Intelligent Speculator | New trade: Long Netflix (NFLX)/Short Blue Nile(NILE)

Mon, 18 Jan 2010 11:02:24 +0000

[...] week, I posted my opinion on Amazon and how it might lose a lot of ground when the Apple Tablet comes out. I had signaled I might be [...]

By: IS

IS — Mon, 18 Jan 2010 02:58:03 +0000

@Jeff – Good points yes, but that being said, I don’t really mean that the stock will plunge, but I would expect this to have an impact on its growth. And yes, the Kindle will remain, but it’s growth will slow down significantly.

By: Jeff

Jeff — Thu, 14 Jan 2010 17:20:29 +0000

I’m not sure I agree with your statement that selling books is Amazon’s core business. Yes, when they started this was true, but today Amazon’s “core business” is simply being an Internet retail behemoth, selling everything from e-books to mp3′s to saucepans and shoes. It’s a virtual magnet for consumers who shop for almost any product, with the largest base of user-reviews on just about any product you can think of. When people want to check out a product, the first place they go to is Amazon.com to check out the reviews (although that does not mean they will necessarily purchase from Amazon).
While Amazon competes directly with Apple in the areas of books and music, Apple does not compete with Amazon in Amazon’s retail business, so even if Amazon loses market share to Apple in online book publishing, the negative impact to Amazon’s bottom line is questionable. In any case, the Kindle platform remains strong, and most likely a cheaper alternative to a tablet, so I’m not even sure of huge “the tablet killed the Kindle” scenario. There still will be customers for the Kindle.