Horace Dediu has an interesting and long discussion on the Kindle. Ultimately he shares a view I notice I didn’t put in my notes, but with which I completely agree:
Fire will not have the opportunity to disrupt the iPad or tablets in general. Amazon sees the hardware and software of a device as a commodity and the content and its distribution as valuable. This assumes that the device is “good enough” and will not require deep re-architecting or that new input methods can be easily absorbed. In short, they see the tablet as at the end of its evolutionary path. Apple sees the exact opposite.