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image image No, this isn’t Kindle-bashing—I see success for both the iPhone and Kindle. But too many people have dissed the possibilities of the former.

For months, along with Mike Cane and some others, I’ve been talking up the phone as an e-reader for those who, say, value portability over screen size and want a more open approach then Amazon’s. The possibility of an iPoddish tablet makes things still more interesting.

In postings today to a mailing list, Tim O’Reilly of O’Reilly Media and Jim Lichtenberg, a leading book industry consultant, cite some cogent numbers that nicely jibe with comments by Steve Pendergrast, co-owner of eReader.com—not just my own thoughts.

Tim, while rightly concerned about Amazon achieving e-dominance through obnoxious lock-ins of both consumers and publishers, says:

I find myself really puzzled by the idea that iPhone book sales are wishful thinking. I’d lay strong odds that there is more content being consumed today on the iPhone than on the Kindle, and that an increasing amount of that will be paid content. I think it’s going to be a horse race, and I don’t see any reason to think that it’s game over yet.

I also think that anyone who expects the e-book market to be only 5-10% of their sales is really missing the boat.  Journals have made the transition to nearly 100%.  Is there any reason to think that books will not also head in that direction?

For us at O’Reilly, electronic (Safari plus downloadable in various forms) is close to 20% of sales. Yes, techies are early adopters, but that’s exactly what it says:  early adopters.  Mainstream will follow.

Jim Lichtenberg adds:

…Apple sold one million 3G iPhone in 3 days, between the launch day, 7/11 and 7/13.  According to Business Week they are manufacturing 150,000 units a day. The goal is to sell some 13 million this year. As distribution of the new iPhone goes global (China, India), optimistic estimates put their 2009 sales at 45 million worldwide.  If they sell only a total of 50 million in the first year and a half, and if, say, only 5% pf those purchasers, i.e. one in 20 users, occasionally download textual content—STM, trade, children’s books, educational materials whatever—that’s a base of 2 million readers by the end of 2009. And if one of the reading apps proves particularly appealing, that figure could soar in Apple’s  very viral world.

Downloading textual material to the iPhone is quick and easy. In the spirit of conjecture, one can imagine a reasonably-priced device, like external speakers for the iPod, where you pop the iPhone into a cradle and open the soft plastic e-ink enabled pages, and away you go. Even on the beach.

Note the last paragraph. Jim is addressing the issue of screen size, a factor important with textbooks and scientific and technical volumes.

 
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