Amazon, Apple, Alphabet: Their Next $500 Billion Market – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

Summary

  • Amazon may be preparing new TV boxes of its own, in response to Apple.
  • Others have confirmed my analysis that Amazon is the fastest growing in the segment, and outselling Apple as much as 3:1.
  • Google poses an increasing challenge, with a unique and potentially very effective pricing strategy.
  • The market is extremely important to the future of all three, since TV boxes are the gateway to a $500 billion TV content market globally.
  • Amazon will hopefully launch two new devices, one at Google pricing and one at Apple’s. If only one device can be launched, Google is the bigger threat right now.

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Amazon, Apple, Alphabet: Their Next $500 Billion Market – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha.