Amazon could build on this platform, and -who knows- maybe they will catch up to Apple as they gain more supply chain scale and expertise.

FORBES: No Worries, iPad, Amazon's Android Tablet Is Just a Nook-Killer.

In other words, this is not so much a bubble (at least not a bubble fueled by unreasonable expectations of gain) as a supply squeeze.

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He and his lieutenants pressed caution on their suppliers, spot-checked shipments and built a web of foreign subsidiaries to gain more control over the supply chain, according to former employees and business associates.

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