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.
Not Unreasonable 