Mac Greer: Motley Fool analyst Tim Beyers, what's the biggest single misconception about the Kindle-versus-iPad smackdown?
Tim Beyers: People don't understand that this is a software battle, not a hardware battle. I think Amazon
Greer: Over the next five years, Apple
Beyers: I like Apple, for the simple reason that I don't think we have a clear read on how big the iPad and iPhone opportunities are. What we do know, though, unequivocally, is that they're big, and we know the margins on these devices are better than they are on Macs. So it's very likely that we haven't fully experienced the earnings power of Apple's new class of devices.
Mac Greer doesn't own any of the stocks discussed. Tim had stock and options positions in Apple at the time of publication. Amazon and Apple are Motley Fool Stock Advisor selections. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.