In a recent meeting with Barclays analyst Ben Reitzes, Apple CEO Tim Cook and CFO Peter Oppenheimer made several surprising statements about the Amazon Fire. Business Insider, citing Reitzes, claims that while the executives noted that the Fire’s $199 pricing appears to be disruptive and seems to be the iPad’s most important rising challenge, the product could also be the catalyst for further fragmentation in the tablet market, as it represents another platform—while compatible with Android, the apps work with Amazon products. Reitzes claims that the executives welcome further fragmentation in the Android ecosystem, as it could drive consumers—and likely developers—to Apple’s more stabile platform. Amazon will begin shipping the Amazon Fire on November 15.
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