As Doctor Smith would say on Lost in Space, “Oh, the pain. The pain.”
1) Pearson wants a lifeboat as its business begins to take on water like the Titanic did. Nook Media is not that lifeboat — but at least it gets them closer to Microsoft, who, paradoxically, can be.
2) It’s not surprising Nook sales did not meet expectations. I said they’ve been in trouble for a while. Oddly, there’s been an increase in Nook search results leading to this blog, both pre- and post-Christmas.
3) Despite the protestations of people who like total control over their computing hardware, the iPad does about 99% of what 95% of people want. And there is just no competition in terms of what really matters: Apps.
4) It’s not surprising that Amazon added their Kindle-hardware-exclusive X-ray feature to their iPad app. Even Amazon understands who now owns the e-reading market — and it’s no longer them, it’s Apple. Expect Amazon to surrender even more to the iPad next year.
5) Pearson and the Big Six (or soon, Four) will continue to sink and will find no hope simply tying themselves to any hardware vendor via investments. That’s the wrong game to play.
6) The right game to play is to sic the Department of Justice and the European Commission on Apple, to make it divest its Store — just as movie studios had, at one time, to divest themselves of their movie theaters. Restraint of trade and other issues are blatantly in operation and must be stopped. Apple has not been shy using the law against Android.
7) Failing any governmental action, perhaps Microsoft’s new Windows organization can address the shortcomings of Windows 8 and actually produce a tablet to compete against the iPad. Android is just not that tablet competitor. Windows 8 (or 9) can be.
8) Windows 8 is currently where Windows was with 3.0. Windows 95 brought all the excitement that made people line up around the block for it. Microsoft needs to turn that trick with Windows 8 — and that would make it possible through volume to give the iPad true price competition.
9) I’d be very surprised if any new generation of eInk devices appeared in 2013 from Amazon, Barnes & Noble, Kobo, or Sony. In fact, I’d be surprised if Kobo’s Arc tablet survived past next year too. I think people would rather go into hock and get a $329 iPad Mini instead of settling for an eInk device (this does not apply to eInk diehards who will hoard their devices and buy from ebay for a while). See Buying Advice.
10) There is no 10.