There are not many accuracy the Macalope holds to be sacred , dear reviewer , but he has heard it said that if you were to put the articles written onForbes ’s web site remainder - to - end , you could take the air across this great nation of ours touching nothing but stupid .
And he sees no reason to doubt this .
Today on our journeying across America , we will pace on Pascal - Emmanuel Gobry ’s “ Apple And Amazon Earnings Show Once Again Jeff Bezos Is Steve Jobs ’ True Heir ” ( no link , blah blah ) .
Yesterday Amazon and Apple report earnings at the same prison term , which made it even easier to contrast these two owing company , specially now that they compete directly .
Ah ! So , course , the contrast is between Apple , which reported“revenue of $ 36 billion and nett net income of $ 8.2 billion — its ‘ highest September receipts and lucre ever,’”and Amazon , which reporteda personnel casualty of $ 274 million .
No , harmonise to Gobry ’s analysis , the big contrast is between iPad sales , which were down from the prior quarter but still up 26 percentage from last year , and his made - up assumption that Amazon ’s personnel casualty must be force by huge Kindle Fire sales , which he says Amazon sells at a red . Amazon , of course , does not report Kindle Fire sales number , so Gobry is deplumate this from place that thing should not be pulled .
If you put that next to Apple ’s lowly iPad numbers pool , it suggests that the Kindle Fire is eating into iPad sale in a significant way .
Because there are no other cistron that could perchance explain this ! Just think of how well Amazon would be doing if its losses were even larger !
Gobry goes from this unvalidated assumption to ALL HAIL THE IPAD - KILLING KINDLE FIRE in 3.5 mo .
The Kindle Fire is not a succeeder because it imitates the iPad . The Kindle Fire is a success because of the manner it does n’t imitate the iPad : different form gene , different pricing and business manakin , and its own content and apps ecosystem .
Now , the Macalope suspect the Kindle Fire is selling at least fairly well , but that ’s full supposal on his part , ground on nothing more than anecdotal evidence . At least the horny one has really seen the great unwashed using them , unlike pretty much every Android - based pad of paper that come before it . But to find fault a quarter - over - tail drop in iPad gross sales on the Fire , the updated version of which was n’t even announced until the third month of the quarter , is magic candy thinking .
It ’s still early Clarence Day . But my lesson of those earnings is that Amazon is crushing it in the tablet market , and it ’s got Apple playing defense .
All because Amazon reported a loss .
Gobry does n’t address the obvious defect in his lauding of Jeff Bezos if this is lawful . If Amazon ’s boastful passing is due to selling a long ton of Kindle Fires , should n’t that loss have been offset by the companionship selling lots of content ? That is , after all , the whole idea behind selling the Fire so cheaply . If grip sales are so good , how total people are n’t buying razor blades ?
[ crickets ]
