Today marks the introduction of the Amazon Kindle Fire. This iPad competitor stresses services over hardware. As such, they could charge $499 and do well. Instead they're charging $199.
This contrasts with HP, RIM and others who offered only hardware with NO services and STILL charged $499. They should have charged $199 for these 'hardware only' products. Now they can't even do that thanks to Amazon.
The next move is RIM's. Will they add services and become a premium tablet? Or will they just sell basic hardware and be happy as a commodity tablet? As of today, 'hardware only' tablets need to sell for much less than $499.
Bye for now - and enjoy tablet computing. We are just getting started.