From the Guardian:
Round 1 goes to Apple (NSDQ: AAPL). The iPad, as expected, has caused a big stir, and given people like Walt Mossberg reason to gush with enthusiasm about the death of laptops. Throughout, as various members of the press have mused about the death of Amazon's Kindle, I feel compelled to point out that, contrary to popular belief, Amazon is in a better position now than it was before the iPad. That's right, if Amazon comes out swinging, Round 2 will go to Amazon (NSDQ: AMZN). Here's why:• Amazon has the bookstore and all that entails. This is simply something that Apple can't touch. Leave aside for a moment the fact that Random House books are still not available in the iBook app. Even if Apple could offer a full library of books, it can't offer the decade's worth of reviews, comments and community connections that Amazon's bookstore has. As I told the Wall Street Journal last week: "If you're an iPad buyer, chances are about 90% that you're also a book buyer on Amazon. Amazon has your credit card on file, they know what you like. ...That relationship is the key to selling books."