I guess as far as tablets are concerned, mobile DRAM is the appropriate type. Also just noticed the mention of NOR, but billions of units seems a lot, especially after citing less than a billion tablets in same time period.
I would not have expected Amazon to do as well with the Kindle as they have done. Apple pretty much controlled the online audio business for awhile and it was this that propelled their ipod business. This evolved into the iPhone. Amazon will be successful if they can offer a compelling way to market their media with their player. If I was Microsoft, I'd be courting Amazon like an elk in the rut...
I agree. It seems a stretch to assume that an Amazon tablet (if indeed there is one on the way) would automatically pose the biggest threat to iPad just because Amazon has built a great site and system for selling stuff. The Kindle has been a big hit, but still that doesn't mean that a true Amazon media tablet would automatically be a winner.
"But Amazon’s aptitude for delivering a satisfactory customer experience is well-known, according to IHS,"
LOL at this statement. Developing a decent ecommerce website or a limited ebook reader doesnt mean that Amazon will be good with a tablet interface. Even if they do develop a tablet, it will have Android OS, because of which they will struggle to differentiate with other manufacturers.