The Nook of Doom
A smart look at how Barnes & Noble’s new e-reader, though well-designed, could spell trouble for the bookseller:
Here’s the problem: Barnes & Noble sells books, but it’s not in the same business as Amazon. The Kindle improves Amazon’s (AMZN) business in every way. The Nook will put pressure on a structural weakness in B&N’s business plan, toppling a flailing operation.
— The Nook of Doom, thebigmoney, October 22, 2009