GigaOm highlighted a recent Morgan Stanley report on Amazon's successes in retail and how they resemble—and in fact better—the last giant of retailing:
In 1991, Walmart reported revenue of ~$44B, an increase of 35% over the prior year. In 2011, we estimate Amazon.com will report revenue of $49B, an increase of 43% over the prior year. Amazon.com is the Walmart of our era but it’s better, in our view – Amazon.com is the combination of a technology + logistics company, allowing it to participate in a transition of physical to digital retail supported by a store-less (in Seattle) business model that leads to higher long-term economic returns.
[Amazon] is planning 7- and 10-inch tablets. The Wall Street Journal reported earlier this month that Amazon was outsourcing a "roughly nine-inch screen" tablet to an Asian manufacturer and planning a touchscreen version of its Kindle e-reader, which could correspond to the 7-inch device that supplier sources have suggested.
According to DigiTimes...2.0-2.4 million touch panels will be shipped to Amazon by the end of September, with Wintek accounting for 70 to 75 percent of the volume.
The truth is, we've never seen a company quite like this before.