Amazon and Samsung are poised to win big as cheap tablets catch fire in Europe:

Retailer Carphone Warehouse surprised retail observers in the United Kingdom by delivering a torrid
16% revenue growth for the December quarter. Interestingly, CW specifically pointed to cheap tablets from
Amazon (
AMZN) and
Samsung (
005930) as key drivers. Tablet sales spiked to a weekly peak unit sales rate of 40,000, up from just a 5,000 unit pace during the 2011 Christmas season.
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