After thinking about it in the post-announcement fallout, though it was clear they were taking a straight shot across Apple's bow, it seems to me that Amazon is really only posing a threat to part of Apple's strategy with the iPad. At least at this stage and iteration, I'm seeing the Kindle Fire (HD) as a "media device", primarily designed to consume movies/television/music/books, play games, and surf the web, with not much other functionality. I realize this makes up a massive chunk of consumer-computer interactivity, but it seems to neglect a host of other functions and purposes which the iPad deftly accomodates.
So, to sum it up: the Kindle Fire (HD) is a "media device", and the iPad is a "computing platform". Thoughts?