Sarah Rotman Epps

Forrester: Amazon's tablet will bury the iPad

August 29, 2011: 3:36 PM ET

"A year from now," it predicts, "'Amazon' will be synonymous with 'Android' on tablets."

Source: Forrester

The last time I looked closely at a research report from Forrester's Sarah Rotman Epps I took her to task for predicting in June 2010 that total U.S. tablet sales from all manufacturers that year would be a modest 3.5 million -- despite the fact that Apple (AAPL) had already sold 2 million iPads worldwide in the previous two months. (See Forrester: iPad sales will plummet.)

"Consumers didn't ask for tablets," she wrote at the time. "In fact, Forrester's data shows that the top features consumers say they want in a PC are a complete mismatch with the features of the iPad."

Apple, of course, went on to blow Epps' dour prediction away, selling 14.79 million iPads worldwide in 2010 and another 12.6 million in the first six months of 2011.

Now Epps is back to say that Apple has met its match:

"Enter," she writes in a report released Monday, "whose tablet can compete on price, content, and commerce. If it's launched at the right price with enough supply, we see Amazon's tablet easily selling 3 million to 5 million units in Q4 alone, disrupting not only Apple's product strategy but other tablet manufacturers' as well."

Note that 5 million Amazon (AMZN) tablets is considerably more than the 3.27 million iPads Apple sold in its first quarter.

Epps is hardly the first analyst to argue that Amazon's forthcoming (as early as October, she says) Android-powered tablet is the only competitor that stands a chance of overtaking the iPad. It's practically conventional wisdom.

But Epps' commentary -- with talk of war and roach motels -- is particular pungent. Among the highlights: (I quote)


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