But if you look at the whole of Amazon, not just Kindle, the company is all over the place. It sells an e-book reader! It sells books! It sells other consumer products! It provides a marketplace where other people can sell products, even books! It sells cloud-computing services!

If Amazon had a few bad quarters, I could imagine business pundits looking over this list, clicking their tongues, and saying that Amazon’s “lack of focus” was its downfall.