FORTUNE -- Thursday was bad-news day for Amazon's (AMZN) Kindle line of tablets and e-readers.
"To put it short," wrote Paulo Santos Thursday in Seeking Alpha, "the Kindle eReader has dropped out of bed. It has fallen beyond the wildest dreams of Amazon.com's management."
"This is simply not a positive development," Santos concludes. "This is another development confirming the migration of e-reading from Amazon.com's controlled environment, to a larger set of devices. These devices run Apple's (AAPL) iOS or Google's (GOOG) Android.
"The Kindle Fire suffering the same fate so early ... means that Amazon.com's attempt to mitigate Apple and Google's dominance has already failed. This failure certainly doesn't seem to be priced in the market."
Regained the spot that it took from Nokia in June and gave up to Samsung in September
It will come as no surprise to Apple (AAPL) watchers that the company sold 37 million iPhones last quarter. Tim Cook reported that number two weeks ago.
Getting comparable figures from Apple's competitors is a different matter, and that's where companies like IDC come in. Samsung, for example, used to report only the number of mobile MOREPhilip Elmer-DeWitt - Feb 7, 2012 4:53 AM ET
IDC gives Apple an even bigger edge, with Mac's U.S. shipments outpacing PCs 80 to 1
Tim Cook may not have seen the latest numbers. Or perhaps he's just more modest than Steve Jobs was. But he understated matters somewhat when he told the press last week that the Mac outgrew the PC market almost six times in the year ending in June and that it had outpaced its competitors every MOREPhilip Elmer-DeWitt - Oct 13, 2011 7:25 AM ET
Meanwhile, sales growth slowed worldwide as buyers shifted to smartphones and tablets
The iPad was the elephant in the room as Gartner and IDC reported that worldwide PC sales in the second quarter of 2011 were even worse than their modest expectations.
Shipments grew only 2.6% according to IDC and only 2.3% according to Gartner, well below the 6.7% Gartner had predicted and a fraction of the 12% IDC reported in Q1.
Apple, MOREPhilip Elmer-DeWitt - Jul 14, 2011 7:14 AM ET
A report from IDC sets off some pretty silly headlines in the tech press
The top item on the closely-watched Techmeme news aggregator Saturday morning was a piece by ZDNet's Larry Dignan about how the shipments of tablet computers have failed to meet the industry's "lofty expectations."
It was a theme picked up by at least eight other news outlets, including VentureBeat ("Tablet sales slow"), The Loop ("'media tablet' market isn't as MOREPhilip Elmer-DeWitt - Jul 9, 2011 5:51 AM ET
Despite higher prices, sales to end users worldwide more than doubled
Gartner issued its "mobile devices" report for the first quarter of 2011, two weeks after rival IDC's.
Here's what Gartner had to say about Apple (AAPL):
Apple sold 16.9 million units to end users worldwide, more than doubling its sales of iPhones year-on-year. This market-beating growth came from all regions: the iPhone is now available in 90 countries from 186 CSPs [communications MOREPhilip Elmer-DeWitt - May 19, 2011 11:21 AM ET
The iPhone could be headed for No. 1 this year as it overtakes RIM and gains on Nokia
The lead that Nokia (NOK) and Research in Motion (RIMM) have enjoyed for years in the smartphone market is evaporating rapidly, according to a report issued Thursday by IDC.
Their immediate problem is Apple (AAPL), which shipped 18.7 million iPhones in Q1 2011, more than double last year's shipments, to overtake RIM's BlackBerry and MOREPhilip Elmer-DeWitt - May 6, 2011 7:39 AM ET
The global PC market shrank 3.2% year over year in Q1 2011 as iPad sales surged
It's a pity IDC doesn't include tablets in its quarterly surveys of computer shipments. If it did, the inflection point in the first quarter of 2011 would be even clearer.
[UPDATE: Asymco's Horace Dediu has done us the favor of drawing an extraordinary graph that includes the iPad. It looks like a giraffe. Click here.]
IDC had MOREPhilip Elmer-DeWitt - Apr 13, 2011 8:03 PM ET
In a February ChangeWave survey, 70% were "very satisfied" and 25% "somewhat satisfied"
There were few surprises in the survey of 3,091 ChangeWave members polled just before the iPad 2 announcement.
Interest in buying a tablet among ChangeWave's early adopter types was up, to 27% from 25% in November.
Interest in buying an iPad was high -- with 82% preferring Apple's (AAPL) tablet to Motorola's (MOT) Xoom (4%), Research in Motion's (RIMM) MORE
International Data Corp is showing that in the final quarter of 2010, smartphones passed global PC shipments for the first time in history.
As predicted a few months ago, Smartphones have passed PCs in global numbers. Today's IDC numbers have Smartphones climbing to over 100 million units for the quarter with Nokia (NOK), RIM (RIMM) and Apple(AAPL) bringing in the majority of those unit shipments. However, as you can see from MORESeth Weintraub - Feb 7, 2011 3:01 PM ET
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