Amazon's Kindle Fire Spells Trouble for nVidia, Qualcomm and Intel

With the introduction of the Kindle Fire, it is now guaranteed that Amazon has the formula down for building the new, high volume mobile platform based on sub $9 processors. In measured fashion, Amazon has moved down Moore’s Law curve from the initial 90nm Freescale processor to what is reported to be TI’s OMAP 4 in order to add the internet, music and movies to its previously single function e-book environment. Some view it as a competitor to Apple, however the near term impact is on brick and mortar competitors (i.e. Barnes and Noble, Walmart etc) and to the mostly snail mail based movie house Netflix.

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