FWIW, this is from recent Morgan Stanley coverage entitled "Tablet Landscape Evolution
Window(s) of Opportunity":
Amazon.com was not in our Blue Paper a year ago. After
a rapid Kindle Fire ramp in 4Q11, its long-term share
looks uncertain. The company gained 17 points of tablet
market share in 4Q11 after launching the Kindle Fire in mid-
November. Just as quickly, the product lost steam and fell to 4% share in 1Q12. While the company looks to be committed
to the tablet market long-term, it is not a preferred way to play tablet proliferation given the current uncertainty in our view.
[...]
Amazon.com’s Kindle Fire is also seeing less interest—
with only 4% of the current tablet installed base and with only 3% of prospective tablet owners planning to purchase an
Amazon.com tablet. However, we believe Amazon.com may
refresh the Kindle Fire in Q3, with an update to the current 7-inch product and potentially a new 10-inch Kindle Fire.
Amazon.com has been elusive about any upcoming product
releases and consumers have not seen any prototype, so
potential demand for a refreshed 7-inch Fire and a new 10-
inch Fire tablet are likely not fully captured in this survey.
It was mostly about other topics, but I think their sales research is accurate.
Amazon.com was not in our Blue Paper a year ago. After a rapid Kindle Fire ramp in 4Q11, its long-term share looks uncertain. The company gained 17 points of tablet market share in 4Q11 after launching the Kindle Fire in mid- November. Just as quickly, the product lost steam and fell to 4% share in 1Q12. While the company looks to be committed to the tablet market long-term, it is not a preferred way to play tablet proliferation given the current uncertainty in our view.
[...]
Amazon.com’s Kindle Fire is also seeing less interest— with only 4% of the current tablet installed base and with only 3% of prospective tablet owners planning to purchase an Amazon.com tablet. However, we believe Amazon.com may refresh the Kindle Fire in Q3, with an update to the current 7-inch product and potentially a new 10-inch Kindle Fire. Amazon.com has been elusive about any upcoming product releases and consumers have not seen any prototype, so potential demand for a refreshed 7-inch Fire and a new 10- inch Fire tablet are likely not fully captured in this survey.
It was mostly about other topics, but I think their sales research is accurate.