Amazon determined to continue its assault on Apple or something

“With many investors (including yours truly) ready to proclaim retail and technology giant Amazon as the No. 1 contender to Apple, this makes its upcoming earnings announcement on Tuesday all the more interesting,” Cameron Kaine writes for Seeking Alpha. “Just as in sports where rivalries tend to bring storylines of both teams inside the lines of play on the field – or ‘the story within the story,’ the same can be said for these two technology bellwethers.”

“For a company such as Amazon, which revolutionized the antiquated idea of big-box retail, survived the dot.com bubble and placed a capital ‘E’ in ecommerce, I continue to get the sense that it is not getting the respect that it deserves – and I would venture to say that Apple’s success has had a lot to do with this,” Kaine writes. “Last November the company launched an assault on Apple’s tablet reign with the unveiling of its Kindle Fire to rave reviews.”

MacDailyNews Take: Okay, we can get past someone writing “ecommerce” with a lower case “e” after saying that Amazon put the “capital ‘E'” in the word, but Kindle Fire was unveiled to “rave reviews?” Puleeze:
Tablet display shootout: Apple iPad ‘excellent,’ Amazon Kindle Fire ‘major flaws’ – December 20, 2011
‘Kindle Fire: The Missing Manual’ author to return Kindle Fire, keep his ‘years ahead’ Apple iPad 2 – December 15, 2011
Amazon’s tiny screen Kindle Fire’s big security problem – December 14, 2011
Lack of parental controls on Amazon’s tiny screen Kindle Fire lets kids charge up a storm – December 12, 2011
Disgruntled early adopters of Amazon’s tiny screen Kindle Fire have slew of complaints – December 12, 2011
Usability expert Jakob Nielsen tests Amazon’s tiny screen Kindle Fire: ‘A disappointingly poor user experience’ – December 5, 2011
Instapaper creator reviews Amazon’s tiny screen Kindle Fire: Bad game player, bad app platform, bad web browser, bad video player and bad Kindle – November 18, 2011
PCWorld reviews Amazon’s tiny-screen Kindle Fire: Flawed, unimpressive, subpar; can’t hold a candle to iPad – November 16, 2011
Mossberg reviews Amazon’s tiny-screen Kindle Fire: Frustrating, clunky, much less capable and versatile than iPad – November 16, 2011
Apple iPad 2 vs. Amazon Kindle Fire: Bootup, browsing, and Netflix streaming (with video) – November 16, 2011
Wired reviews Amazon’s tiny-screen Kindle Fire: Web browsing sucks, emotionally draining, makes reading a chore – November 14, 2011
NY Times’ Pogue reviews Amazon’s tiny-screen Kindle Fire: Sluggish, ornery, unpolished – November 14, 2011
The Verge reviews Amazon’s tiny-screen Kindle Fire: Uninspired, confusing, incredibly unoriginal – November 14, 2011
Engadget reviews Amazon’s tiny-screen Kindle Fire: Sluggish, clunky, too limiting and restricted – November 14, 2011

Just to make sure there’s no confusion whatsoever, these are what rave reviews look like, Cam:

PC Magazine reviews Apple iOS 5: The best phone and tablet OS, Editors’ Choice – October 15, 2011
The Guardian reviews Apple iPad 2: Ahead of the pack – March 25, 2011
The Telegraph reviews Apple iPad 2: Does everything better; now’s the perfect time to join the iPad club – March 25, 2011
Computerworld reviews Apple’s iPad 2: ‘The Holy Grail of computing’ – March 16, 2011
Ars Technica reviews Apple iPad 2: Big performance gains in a slimmer package
Associated Press reviews Apple iPad 2: Apple pulls further ahead – March 10, 2011
PC Mag reviews Apple iPad 2: The tablet to get; Editors’ Choice – March 10, 2011
Associated Press reviews Apple iPad 2: Apple pulls further ahead – March 10, 2011
Pogue reviews Apple iPad 2: Thinner, lighter, and faster transforms the experience – March 10, 2011
Baig reviews Apple iPad 2: Second to none – March 10, 2011

Kaine writes, “It was an instant success and was termed the ‘iPad killer’ – much to the dismay of Apple investors.”

Complete ridiculousness – Think Before You Click™here.

MacDailyNews Take: Elevating Amazon to the level of an equal with Apple is a joke. Apple could buy Amazon outright, with cash, and still have $15 billion left over. Apple’s market value is rapidly approaching 5 times that of Amazon’s. Five times. Amazon’s net income for calendar Q311 (they don’t report Q4 until tomorrow) was $63 million. Apple’s calendar Q311 net income was $6.62 billion. Apple made 105 times more than Amazon did last calendar Q3. Calendar Q4 will likely be a worse comparison for Amazon as Apple generated an astonishing net profit of $13.06 billion. Apple has reported that they have sold over 55 million iPads to date. Analysts estimate Kindle Fire units sold to date at 4-6 million. With Amazon never reporting Kindle Fire unit sales or – perhaps even more tellingly – the number of Kindle Fire returns, there’s no way anyone could call them Apple’s “No. 1 contender” with a straight face.

45 Comments

  1. The Kindle Fire really did kill the non-iPad tablet market and with a forked version of Android, to boot. That must be a horrors for Google when they’re supposed to be pushing the latest and greatest Ice Cream Sandwich for Android devices. Well, Google wanted an open OS that anyone can do anything with and now they got what they deserve. Unless a user goes out to the browser, all they’re going to be fed is ads for Amazon. Thanks to Amazon, that version of Android is pretty much closed.

    Google could end up getting bitten in the ass by Amazon’s ecosystem. It would appear that any company could take Android and close it off to their own ecosystem if they really wanted to and leave Google Market hanging in the breeze. With Google ad clicks dropping on mobile devices, Google may not have a worthwhile strategy for Android that will net them any huge amounts of money. Giving stuff away doesn’t seem like a great way to run a successful business in the long-term.

    1. You know what would make 2012 fantastic?

      1 Apple freezes Google out iOS.
      2 Google gets frozen out of Android by handset makers who replace Google with Bing and other portals.
      3 Apple sues Google for willful infringement for Android and clobbers Google.
      4 Oracle delivers the death blow.
      5 People realize Google is a corrupt search portal and abandon it wholesale.

  2. “…much to the dismay of Apple investors.”

    HAHAHAHAHAHAHAHA

    Yes, Apple stock is totally in trouble because of the Kindle Fire. The recent earnings report was done in a soft whisper due to the utter shame for getting blown away by the Kindle Fire in the last quarter. I hear that Apple is just going to stop making iPads and start making Apple branded Kindle Fires. That is number 3 on the list right after 1. abandoning OSX for Windows and 2. giving all their cash reserves back to investors as a dividend.

  3. AMZN is in for a shock at 100 P/E coming into to earnings… if they don’t announce their tablet # or the Kindle / Fire mix, the stock is going to drop off a cliff at earnings. We all saw the BOGO kindle commercials and know the mix.

  4. I often wonder if Amazon’s own hype about “challenging” the iPad is a smokescreen for a far more probable goal: destroying the Nook. Amazon going against Apple is… like apples going against oranges. Amazon trashing the Nook quietly, without announcing that they’re seeking a near-monopoly on ebook sales and e-readers? Plausible. Very plausible.

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