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Amazon.com Inc. Message Board

  • lookoutgrady lookoutgrady Sep 9, 2011 12:54 PM Flag

    Barrons: AMZN Tablet Has Resources To Compete With iPad, Says Wedge

    By Tiernan Ray

    Wedge Partners analyst Brian Blair this morning opines that Amazon.com’s (AMZN) rumored tablet, which may appear in time for the holidays, could give Apple’s (AAPL) iPad a run for its money, based on his assessment of the tablet market so far and Amazon’s Kindle successes.

    It’s possible “Given Amazon’s arsenal of media content (music, streaming TV and movies), digital books, app store and distribution strength that the company’s tablet offering has an opportunity to offer something competitive to the iPad,” writes Blair, and he models the company shipping 800,000 to 1 million units of the 7-inch device at first, with total shipments of perhaps 3 million to 4 million units this year.

    He notes, “If HP TouchPad after-market and eBay sales are any indication, consumers are willing to spend $300 for a good tablet and this may be the sweet spot for non-iPad market entrants.”

    Blair notes that the device could be beneficial to Broadcom (BRCM), which would likely supply the combination WiFi and Bluetooth part for the tablet; Nvidia (NVDA), which is believed to be the microprocessor supplier; and Taiwanese capacitive touch-screen vendor TPK Holding Ltd (3673TW).

    Amazon shares today are down $5.76, or 2.7%, at $211.23.

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