FORTUNE -- From the start, Amazon's (AMZN) plan for the Kindle family of tablets and e-readers was to sell a compelling device at or below cost that would direct customers to Amazon's online stores.
So how has that worked out for Bezos?
Not terribly well, judging from early results this holiday season. According to IBM's (IBM) Benchmark survey of Thanksgiving and Black Friday sales, Kindles accounted for only 2.4% of purchases made via tablet, fewer than those made by Barnes and Noble's (BKS) Nook (3.1%) and way fewer than the iPad (88.3%).
That jibes with a new e-commerce report published by Monetate that tracked sales at 100 retailers (but not at Amazon.com) made via tablet over the past four quarters. Third quarter sales on the Kindle Fire (2.06%) were actually lower than Q2 (2.18%), as shown in the graph above created Tuesday from Monetate data by Asymco's Horace Dediu. Kindle just doesn't not seem to be a popular platform for making online purchases.
On Cyber Monday, Amazon was selling last year's Kindle Fire for $129, about $72 below cost as estimated at launch time by IHS. Economies of scale have no doubt brought those costs down since 2011, but the company is not making a lot of money on the device.
The new Kindle Fire HD, which retails for anywhere from $199 to $499 (with a $50/mos. LTE data plan) was not marked down. That's probably just as well.
With impeccable timing, iPhone 5 supplies have caught up to demand
FORTUNE -- It's not for nothing that Apple (AAPL) CEO Tim Cook is known as the master of the Asian supply chain.
Take the iPhone 5.
There was some question when the new iPhone was introduced in mid-September whether he could get production up to speed in time for big holiday selling season.
The demand was there; the 5 million units set aside MOREPhilip Elmer-DeWitt - Nov 26, 2012 5:26 PM ET
Despite the economy, Americans managed to spend $27.46 billion in 47 days
Online sales in the U.S. are up 12% this holiday season, according to a comScore report issued Sunday, driven by two factors:
Free shipping: Americans spent $942 million online Dec. 17, 61% more than they spent the same day last year, thanks to the more than 1,500 online merchants who participated in Free Shipping Day.
Electronics: Online sales of computer hardware MORE
Every day, the Fortune staff spends hours poring over tech stories, posts, and reviews from all over the Web to keep tabs on the companies that matter. We've assembled the day's most newsworthy bits below.
"The PC industry's inability to significantly innovate, and its overreliance on a business model predicated on driving volume through price declines, are finally impacting the industry's ability to induce new replacement cycles." -- Gartner Research director George MOREJP Mangalindan, Writer - Nov 30, 2010 6:00 AM ET
But some people may not be getting the computers they hoped for this holiday season
On the eve of Cyber Monday, Apple (AAPL) Macs held the top three spots on Amazon's (AMZN) "Most Wished For" laptop list, as well as the top four spots on the desktop computer wish list.
But wishes are not horses -- or premium-priced Macs -- and judging from Amazon's "Most Gifted" lists, some of those Christmas wishes MOREPhilip Elmer-DeWitt - Nov 29, 2009 6:59 AM ET
Apple.com was the exception in comScore's report on retail sales for Cyber Monday 2008, the biggest online shopping day in a year marked by global financial meltdown.
While its competitors were offering deep discounts to pull in recession-battered customers, Apple (AAPL) had already ended its Black Friday sale and by Monday was back to charging its usual premium prices for laptops, desktops and MP3 players.
Yet its online store still managed to MOREPhilip Elmer-DeWitt - Dec 7, 2008 10:24 AM ET
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