Target Douses The Kindle

Yes, Target is phasing out the Kindle in it’s stores.  Amusingly, the Nook isn’t getting the same treatment.  They site “conflict of interest.”

There is plenty of conflict of interest – Amazon is competing with big stores like Target, Wal-Mart, etc.  This is also a gutsy move as this stuff is popular, so I figure Target has very good reasons.

My takes?

  • I think Target is going to side more with Nook for now.  B&N isn’t a competitor and can be an ally.
  • Remember B&N is also allied with Microsoft.  Keep in mind what this can mean.
  • Note nothing from Wal-Mart.  I still think they might make a low-price play/deal for some media or tablet device – but something like this could mean they seek an ally (and a way to take on Amazon)?
  • This is key as it’s someone striking right back at Amazon.  Others may feel emboldened to follow.
  • I would strongly consider the chance there’s other initiatives we don’t know about.

Steven Savage

 

Hulu Not Requiring A Cable Subscription – Yet

OK this is a rumor, and it sounds like it’s not happening/not for awhile, but there was talk of Hulu requiring a cable subscription.

This popped up yesterday, and after an initial clarification, it looks like the oft-discussed idea would mean a delay getting content. It also doesn’t sound like it has a lot of support.

I want to call this out if for nothing else so people keep an eye on this possibility. A few thoughts:

  • As a cable-cutter this is not going to get me to use cable, it’s going to piss me off. I don’t see it as a way to rope in hardcore cable cutters.
  • This could get people to stop trying the service or get less interested in it – which may be a way to kill it off.
  • I see attempts to do this could fragment the Hulu backers.
  • Attempts to do this also might lead to competitors to leap in. If you want to be a competitor or work with one, pay attention.
  • Attempts to do this might also lead to all sorts of lovely legal complications and issues. If you’r in geek law, keep an eye out.
  • Any competitors who leap in would already have their own services for streaming . . . say, Netflix or OnLive . . .
  • Note a big idea is to make it so you can only see shows after 30 days if you have no subscription.  That plays to the one and only thing the content companies have – access/immediacy.

I’m still watching this, but I’m not sure we’ll see any motion for awhile.

Steven Savage

Microsoft And Barnes And Noble Team Up On eBooks And Education?

If you haven’t heard for a legitimate reason, like a coma or temporary death, Barnes and Noble has teamed up with Apple in a ‘strategic partnership” involving e-Books.

Yeah. Process that one for a bit.

Basically there’s a new B&N subsidiary that rolls the Nook and college/educational businesses together. Microsoft invested in it. The results are this could be a separate business, an adsorbed one . . . or one, say, sold to Microsoft. Think about that for a moment.

We just saw two of Apple’s competitors team up with a “daughter” company in powerful markets.

Heree’s your takeaways:

  • I’ve suspected something is up with B&N’s plans in education, and I think this was coming for awhile. Protip: don’t write B&N off, they’re obviously working quietly behind the scenes.
  • This is to Apple’s disadvantage of course, but also note this settled B&N vs Microsoft patent litigation. Apple’s still facing plenty over ebooks, while this clears the air.
  • Lots in all of this is Amazon’s reasonably-priced 300 pound gorilla. A Microsoft-B&N partnership or spinoff is also a challenge to Amazon.
  • B&N supports the more universal ePub format. Just saying’ this could give it a shot in the arm.
  • Job opportunities will clearly come of this. Take a look at the opportunities (if you’re lucky it’s near B&N’s offices in Palo Alto, which is an awesome city).
  • Microsoft can probably leverage this partnership for their e-devices, which are needless to say behind the market.
  • If this is done as a spinoff company it could be huge. Imagine a company created just as a rival to Apple/Amazon, backed by these two. Imagine a company using a universal format. Imagine a company, say . . . I dunno, buying Lulu . . . .

Things just got a lot more interesting in the eBook world.

Steven Savage