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Amazon's Kindle Fire HD Is a Menace to Android and a Friend to the iPad


Amazon's new Kindle Fire HD is about to shake up the tablet market.

In fact, I think that Amazon just did Apple a big favor, because it just threw the rest of the industry -- and particularly Android -- into a greater state of flux.

In the vast majority of cases, Apple buyers do not measure gigabytes and megahertz per dollar -- that's for the Android/Windows crowd that is forced to choose between multiple commodity-type brands. And that's why Apple has sky-high margins.

Amazon is the Wal-Mart of tablets. And Apple is the Tiffany's (TIF). Both strategies can work. I just feel bad for whoever's caught in the middle.

Twitter: @MichaelComeau

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