Ah! So, naturally, the contrast is between Apple, which reported and Amazon, which reported .

No, according to Gobrys analysis, the big contrast is between iPad sales, which were down from the prior quarter but still up 26 percent from last year, and his made-up assumption that Amazons loss must be driven by huge Kindle Fire sales, which he says Amazon sells at a loss. Amazon, of course, does not report Kindle Fire sales numbers, so Gobry is pulling this from places that things should not be pulled.

If you put that next to Apples lower iPad numbers,

Because there are no other factors that could possibly explain this! Just think of how well Amazon would be doing if its losses were even larger!

Gobry goes from this unvalidated assumption to ALL HAIL THE IPAD-KILLING KINDLE FIRE in 3.5 seconds.