QOTD: Comparing Apples and Amazons
We continue to be big fans of this product. And we continue to believe that Amazon has a hit on its hands with this device. The problem is that Amazon (AMZN) sold out of these devices way too early this holiday period. And Amazon still doesn’t have International versions available. Hard to see a premier consumer electronics company (e.g. Apple) (AAPL) making these types of errors. But then again, Amazon isn’t a premier consumer electronics company.”
— Citi’s Mark Mahaney on the Kindle
