EIC podcast: Kindle; iPhone; Dell; IDF
The never-ending guessing game that is Amazon Kindle sales picked up again. Citi analyst Mark Mahaney doubled his sales projection for the Kindle and noted that the Kindle is the next iPhone. Dan is skeptical: If Amazon was really moving Kindles it would have disclosed a sales figure already.
Speaking of the iPhone, Apple is landing some serious distribution via Best Buy. The retailer is likely to juice sales and get some extra foot traffic in its stores. It's a win win for both parties. In the enterprise, Gartner gave the iPhone its blessing and HSBC is looking to deploy iPhones over the BlackBerry.
On Dell, Dan wondered what the company could do to really juice laptops. I noted that battery life--all 19 hours of it--and the ability to boot email, calendar and contact apps without the operating system could win over more than a few business customers. We were on the fence about the laptop color scheme in the enterprise, but agree cheaper flash drives would be a big feature.
And next week is Intel's IDF powwow in San Francisco.