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KB3001
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CEO
re: Amazon tablet could boost DRAM demand
KB3001   6/12/2011 1:33:34 PM
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Interesting development if it materialises. It can only be a good thing for consumers as I think the price of IPADs is excessively high!

resistion
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CEO
re: Amazon tablet could boost DRAM demand
resistion   6/12/2011 1:02:41 AM
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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.

Warren3
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CEO
re: Amazon tablet could boost DRAM demand
Warren3   6/12/2011 12:04:06 AM
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The real story here is the belief by IHS that Tablet DRAM volumes are a net add to overall DRAM volumes in general.

Warren3
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CEO
re: Amazon tablet could boost DRAM demand
Warren3   6/11/2011 11:52:13 PM
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Right now, its nonexistence sets it apart from those others.

t.alex
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Rookie
re: Amazon tablet could boost DRAM demand
t.alex   6/11/2011 12:44:28 PM
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What make Amazon tablet different from its kindle and other tablets in the market?

selinz
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CEO
re: Amazon tablet could boost DRAM demand
selinz   6/10/2011 8:26:28 PM
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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...

mcgrathdylan
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Blogger
re: Amazon tablet could boost DRAM demand
mcgrathdylan   6/10/2011 4:15:33 PM
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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.

eewiz
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CEO
re: Amazon tablet could boost DRAM demand
eewiz   6/10/2011 9:04:14 AM
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"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. http://www.appleinsider.com/articles/11/06/01/jp_morgan_apples_ipad_rivals_reduce_build_plans_after_early_dose_of_reality.html

resistion
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CEO
re: Amazon tablet could boost DRAM demand
resistion   6/10/2011 3:08:05 AM
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Yes the NVM bits should well exceed DRAM for a given device.

chanj0
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CEO
re: Amazon tablet could boost DRAM demand
chanj0   6/10/2011 1:17:09 AM
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Flash memory shall go along, shan't it?



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