“Apple customers were tempted by “shiny new alternatives,” says IHS senior manager Rhoda Alexander. According to her research, however, the primary alternative was not the Fire, but the iPhone 4S.”

Sensationelles Wachstum bei S3: “”As of the end of 2011, there are 762 billion (762,000,000,000) objects in Amazon S3. We process over 500,000 requests per second for these objects at peak times,” AWS Evangelist Jeff Bar wrote on the company’s blog tonight. The company reported 262 billion objects in storage in Q4 of 2010. “This represents year-over-year growth of 192%; S3 grew faster last year than it did in any year since it launched in 2006.” Independent analysts say this is indicative of the growth of the cloud in general and of Amazon’s striking dominance of the market.”

“Specifically, Goodreads finds two requirements of Amazon’s API licensing agreement too restrictive. Amazon requires sites that use its API to link that content back to the Amazon site exclusively—so a book page on Goodreads would have to link only to its product page on Amazon, and not to any other source or retailer. Goodreads links to many online retailers. “Our goal is to be an open place for all readers to discover and buy books from all retailers, both online and offline,” the company told me. Amazon also does not allow any content from its API to be used on mobile sites and apps.”

“Our assumption is that AMZN could sell 3-4 million Kindle Fire units in Q4, and that those units are accretive to company-average operating margin within the first six months of ownership. Our analysis assigns a cumulative lifetime operating income per unit of $136, with a cumulative operating margin of over 20%. We believe these insights could ease some investor concerns around operating margin compression per Kindle Fire unit in 2012, which bodes well for Amazon shares.”

“The service is already being used by a number of high-profile services like IMDB, SmugMug, Elsevier, Tapjoy and Formspring.”

“If everything you do needs to work on a three-year time horizon, then you’re competing against a lot of people. But if you’re willing to invest on a seven-year time horizon, you’re now competing against a fraction of those people… Just by lengthening the time horizon, you can engage in endeavors that you could never otherwise pursue. — Jeff Bezos, Wired, Jeff Bezos Owns the Web, December, 2011”

Amazon-Pressemitteilung: “Seit im April 2011 der deutsche Kindle-Shop auf Amazon.de online ging, wurden mehr als 300.000 internationale Bücher sowie 25.000 deutschsprachige Titel zur Auswahl hinzugefügt. Der Amazon.de Kindle-Shop bietet Kunden nun mehr als 950.000 Bücher, darunter aktuell 81 der 100 Spiegel-Bestseller und mehr als 50.000 deutsche Kindle-Bücher – darunter tausende deutsche Klassiker zum Gratis-Download nur für Kindle, wie beispielsweise Krieg und Frieden, Dracula oder Deutsche Sagen. Zusätzlich können Kunden auf dem Kindle mehr als eine Millionen kostenlose Bücher lesen.”

“Zuletzt seien in den USA drei Wochen in Folge jeweils mehr als 1 Million Kindle verkauft worden, erklärte Amazon am Donnerstag. Die Zahl bezieht sämtliche Geräte der Produktfamilie ein, also die E-Book-Reader (Kindle, Kindle Keyboard, Kindle DX) und das Tablet Kindle Fire.”

Fotos.

parislemon:

In the rush to analyze what HP just did, everyone is throwing around a ton of ideas for what happens next. Of those, Nicholas Carlson’s is the best so far.

Dan Frommer calls this “not a crazy idea”. I’d go farther. It’s a good one given Facebook’s vision. They clearly believe in HTML5 and are working towards that future, but at the same time, they need their own mobile OS solution. WebOS would give them the best of both worlds.

Facebook has tried to fork Android to make their own flavor, but whispers suggest that hasn’t worked as well as was hoped. WebOS could be fully their’s — for a price.

The idea of Amazon buying webOS makes some sense too, but they’re likely already too far down the path of building their own Android fork. We should hear more about that soon.

Google is another wild card. They already have Android and Chrome OS, so why buy a third OS? Well, if the Palm patents were included, that would be one reason. But more generally, webOS is also in-line with their vision of a web-based future. Certainly part of it could help Chrome OS and/or Android. 

But a certain $12.5 billion deal that just went down may preclude a webOS deal.

One final thought: HP bought Palm for $1.2 billion. Given the current market, Palm’s patent portfolio alone is likely worth much more than that. HP’s move could go from dumbfounding to genius if they spin those patents off for several times what they paid for all of Palm. 

Update: As thatwhichis thatwhichis points out below, former Palm CEO and current HP exec Jon Rubinstein is on Amazon’s board…

Update 2: Yeah, this puppy is getting sold.