For months now, there has been gossip about Amazon's tablet release: code names were bandied about, Digitimes coverage of difficulty rounding up enough supply of key parts, what the specs might be, what the price point might be, blah, blah, bleeping, blah. When several e-ink readers with touch interfaces (Sony, Nook and Kobo, IIRC) came out in spring/early summer, speculation rumbled about when a touch kindle might come out. And then a blogger came out saying he'd laid hands on the new tablet, said it would be 7", gave some detail about the screen and that the price point would be low.
When Amazon indicated there would be a press event this morning, the floodgates cut loose: everyone had a theory about what would be announced at that press event. I sort of figured that it was going to be a whole lot less exciting than what people were expecting. I don't think _anyone_ got the prediction right: _3_ new e-ink readers (one with no touch, one with touch and wifi, one with touch, wifi and 3g) and the 7" tablet at $199. The no-touch kindle is available now; the rest will be delivered in November and can be preordered now. There are two versions (with and without special offers) on many of them.
Most of the immediate coverage has, obviously, just been conveying to readers and viewers what the press were told at the press event. While the market as a whole trended down for the day, Amazon went way up and ended up (altho not as much as its intraday high) -- and it's not like the stock was priced cheap going in, and expectations were quite high (high enough to set off my, yeah, that's not gonna be fulfilled meter). BKS was not so fortunate: they _had_ a color reader sort-of tablet and a touch e-ink reader and are probably going to bring out one or more new color readers/sort-of tablets shortly. But AMZN's lineup will probably force them to drop their prices in a way that will cause serious margin problems. As usual, the assumption is that Amazon has priced the hardware at a loss to move the product (I used to _adore_ coverage that managed to simultaneously assume that Amazon was losing money on the content and the hardware.), which I _don't_ believe (but hey, I was sure wrong about today so I bet I could be wrong about this, too). What I do believe is that if BKS has to reduce their prices to be on parity with AMZN's products, BKS _will_ be losing money. Not a happy place to be.
The product announcement/launch today will be causing consternation in more places than BKS, however: Nate Hoffelder over at The Digital Reader believes the kFire (<-- I kinda like this term) will wipe out the low-end tablet market and possibly the _entire_ android tablet market.
It almost makes me feel bad for RIM.
But what I really want to get at is the AAPL v. AMZN question. There were a lot of people who wanted an Apple e-reader, and it took a while to get one. The first prediction, of course, was that this would be the end of dedicated e-readers and the kindle in particular. That didn't exactly happen. Eventually, there was an understanding that the Nook in its two incarnations, the kindle, and the iPad could co-exist. What was always a little weird, to me anyway, was the construction most bloggers and journalists put on the audience for these devices. It took a long while for people to understand that the kindle had massive appeal to women (unlike most devices) and I'm still not sure people have fully grasped the number of preschoolers out there drooling on and smearing unspeakable things onto iPads (they are _remarkably_ durable), probably because twenty- and even thirty- something writers without children can't quite wrap their brains around the idea of letting anyone with sticky fingers touch their beautiful electronic toys.
We _all_ knew parents were letting kids play with their iPhones. It really should not have surprised _anyone_ that small children were being allowed relatively free rein with iPads.
In any event, Jobs was on the record (_after_ people were reading books and watching youtube and playing games on the iPhone) that a 7" tablet was too small (how _that_ made sense to anyone is beyond me, but this is Jobs, after all), and there are people out there repeating that nugget relatively unmodified _today_ as an explanation for why the kFire won't do any real damage to the iPad market.
I'm not sure how to get where I want to go with this, so I'll just jump over the intervening connections: I've bought family and friends iPads for Christmas presents (including children). I've bought family and friends kindles for Christmas presents (including a few, older children). But despite having more than one iPad in the house already, and -really-really-liking-them-, I had Gotten In Line for several kFires -- overwhelmingly for children, but there's one in there for me, too -- before the press event was over (and just for the record, I didn't know when the press event was and was shopping for EarthScience's Pure Essentials Fragrance Free Conditioner when I spotted the home page announcement).
There is no Apple vs. Amazon, no iPad vs. kFire, any more than there was a kindle vs. Nook. I have no idea what the reality is -- and no one else seems to, either -- but there is a huge overlap between households that own any one of these devices and households that own any other of these devices. We are currently a Honda household, but we've owned Subarus and Toyotas and Audis and Mazdas and probably something else I'm forgetting. If you can own more than one car in a household by more than one maker, you can sure as hell have more than one electronic device by more than one maker.