I read Amazon's release of Kindle Fire with delight. While the details of the product are still emerging, Amazon again pulled off a cleaver feat, building upon their strengths in content and cloud, while still delivering a disruptive price that will certainly appeal to the next rung of masses who probably found the iPad a tad pricy for their disposable income.
Amazon's move re-orders the players in the space. My September 2011 tablet ecosystem ranking is:
1. Apple iPad- still the gold standard. Lots of apps, but now the new premium
2. Amazon Kindle Fire- While still not in peoples hands, a very compelling story that will certainly capture the amazon customer base
3. Androids- Samsung, HTC and the rest. Great hardware but a very fragmented market, with no unified app story. Googles acquisition of Motorola, and Samsung's decision to pay royalties to Microsoft on Android certainly have chainged the two foundational premises of the Android story: (1) its free, (2) All are equal in Google's eyes- which was really not true but was close enough...
4. RIM- How long will they last?
5. HP- WebOS- back from the dead at $99 per tablet?
Let me know if you agree?
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