If the best portable TV is an iPad, Google's got trouble

Updated
New iPad vs iPad 2
New iPad vs iPad 2

Forget what you've heard -- Amazon.com and Apple (NAS: AAPL) aren't enemies. They're frenemies, and that's a huge problem for Google (NAS: GOOG).

Last Wednesday, the e-tailer officially made its Amazon Instant Video service available to tens of millions of iPad users. The service mirrors Netflix, allowing Amazon Prime users to stream a wide range of titles at their leisure.

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