In a previous Seeking Alpha article, I argue that Amazon.com's (AMZN) all-but-certain tablet foray does not represent the tossing of a competitive salvo from Jeff Bezos at Steve Jobs. A recent note by Detwiler, which I discovered via Barron's, highlights concurrently the street's misconceptions regarding Amazon and Apple (AAPL). As valuable as Detwiler's note is, it risks allowing investors to follow the flock to an uncritical consensus. If you consider what's happening in a somewhat novel way, I think you can set yourself up to profit from it.
As I contended in the above-referenced article, Amazon wants no part of competing against Apple; instead, it simply wants to do what it can to drive business back to its e-commerce core. Amazon did not get to where it is today by recklessly taking on battles it simply cannot win. From a competitive standpoint, Amazon's streaming moves could mean more to Netflix
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