This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Apple, Google, Amazon, Microsoft: The New Four Horsemen of Wall Street


NEW YORK ( TheStreet) -- Search giant Google (GOOG) wants to be just like Apple (AAPL). If you don't believe me, just ask Apple. It will gladly confirm this for you.

For that matter, so does Amazon (AMZN), and while we're at it let's throw in Microsoft (MSFT).

While this is not to be mistaken as praise for the emulating companies, it should not be considered an indictment either. In fact, I will argue that had Research in Motion (RIMM) set aside its pride and copied Apple, as many had suggested, it would still be relevant today.

As in sports, and in particular football, the world of business has become a "copy-cat league." Winning formulas are not considered intellectual property. In other words, where Super Bowl championships were once dominated by the best running teams, that has now shifted to those that are better at passing the ball. Essentially every team now wants to do what last year's Super Bowl winner did.

In similar fashion, Wall Street has no shame in mimicking successful formulas, which I think makes sense.

For many years Apple was the only company that was able to successfully be its own hardware and software supplier -- essentially creating the ecosystem of a unified platform. Today, Microsoft and Google are looking for a similar benefits.

In announcing the Nexus 7 Google is looking at two possible outcomes.

First, it sought to design a device specifically for its online store in order to sell music, movies, books and other content. However, with its pricing point set firmly at $199, Google is also looking to steal market share from Amazon -- except it forgets that it licenses its Android OS to Amazon to power its Kindle Fire tablet. Essentially Google has now become an Amazon partner as well as rival.

On the other hand, Amazon, which launched its highly successful Kindle Fire last year, has become an immediate threat to Apple's iPad. While the Fire lacks several of the features of the iPad, its $199 price has proven to be not only a very attractive trade-off, but a formidable opponent.

1 of 2

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs