Reported issues with the Amazon App Marketplace aside, such as mysteriously eating up resources (developer suspicions
here), I tend to lean toward MG Siegler's
take that Apple has little to fear and Google stands the most to loose. Amazon could partner with Microsoft for Bing incorporation and thus avoid paying the dreaded "patent fee."
Microsoft should take the deal, since it appears charging Android device manufacturers more lucrative than selling Windows Phone 7 devices.
I generally respect Siegler's take on things, but think he kinda misses the boat here. First of all, I don't think that Amazon is trying to threaten Apple. They are looking for new ways to satisfy their customers, and also trying to grow into new areas to deal with recent challenges to their business, such as the state sales tax issue which is affecting a lot of they way that they traditionally do business.
I wonder how many potential Amazon device users do not currently use a tablet, any other Apple device or currently have any computer at all. Amazon's new tablet may in fact expand the market, and create opportunities for Apple and everyone else.
I do, however, like Siegler's analysis of Amazon's potential strategy in coming to market initially with a cheaply built tablet. This may be problematic since Apple has created an expectation of the look and feel of a tablet.
On the other hand, I don't think that an Amazon tablet hurts google. In fact it may help them a great deal. Google has an indifferent track record when it comes to delivering polished products to the market. Amazon beat them to the punch with a good music service, which could tremendously help seal the deal for Android tablets.
If done right, an Amazon tablet could help bring some order and direction to a somewhat chaotic Android tablet market.