The Nook is classified as an e-reader but it has a browser, runs Android and has other attributes that bring it closer to a tablet. It sells for $249, which is half the price of most tablets, O'Donnell noted. Nook's lower price helped it take the lead in the e-reader market for the first time in the first quarter, IDC reported Friday. O'Donnell said the Nook accounted for about one-third of the 3.3 million e-readers shipped in the first quarter, but he wouldn't share specific numbers.
"We don't know for sure what Amazon is doing, and they've been very quiet," O'Donnell said.
Jack Gold, an analyst at J.Gold Associates, said Amazon is rumored to be replacing the e-ink display in its Kindle with an LCD display and equipping the device with an Android operating system instead of proprietary software.
Gold said the projection of 1.2 million Amazon tablet shipments in the third quarter reported in DigiTimes "could make sense," given how successful Amazon has been in the past with the Kindle.
Sign up for Computerworld eNewsletters.