The release of educational platform is a strong move by Apple. Not only it’s a market that hasn’t seen any significant innovations for years. Getting young people hooked on the iOS platform early is a great way to ensure they’ll be willing to buy Apple stuff when they grow up. However, it might be a bit too soon for Apple to celebrate. I expect the same move by Amazon in a few months. Eventually they will ship a better tablet than their current Kindle Fire is, and with the clout they have among traditional publishers, they’ll be able to grab the lead in tablet-based educational market.
Amazon is becoming a super-monster company of the new age. Their cloud services were basically the first large-scale commercial cloud available, and it seemed to be a bit weird for them to move into it. These days, after their strong tablet debut, it won’t surprise me if Amazon releases a personal cloud platform (think gmail and Google Docs), a browser (take Chromium), a search engine (becoming a commodity too), ad platform (hello AdWord). This all can happen thanks to their deep penetration into consumer market and democratic (think cheap) pricing. Now this is a threat that Google might not survive.