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
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

Finding the Next Google

Perhaps the next Google will be a hybrid combination of two or more existing companies. For instance, a dark horse like BlackBerry (BBRY) could team up with a company such as Nokia (NOK) to compete in the growing market for less-expensive mobile devices.

If a tech titan like Oracle (ORCL) took some of its $33.7 billion and acquired companies like BBRY and NOK (which it easily could afford to do) a new contender might emerge. Stranger things have happened in the world of big technology surprises.

With ORCL's seemingly endless array of software platforms, business intelligence analytic applications, Web commerce, and industry-specific applications software products it could dominate the many millions of mobile device users who want to conduct business on the same smartphone that they chat with family and friends.

In the final analysis, the next Google may be a start-up company we've never heard of that won't be going public anytime soon. But as our imaginations run wild, consider my combination of ORCL, BBRY and NOK in a merger-marriage with a company like Yahoo! (YHOO) with its search engine expertise and legions of loyal customers and, well, you might just have the ideal recipe.

In the meantime, GOOG shares are receiving the kind of publicity and upgrades that AAPL used to receive. On Monday RBC Capital reiterated an outperform rating for GOOG and raised it price target to $950 from $840.

One lesser-known firm, Pacific Crest, and its tech analyst Evan Wilson reiterated an outperform for GOOG, and Wilson raised his price target to $980 from $820. He recently wrote that the company's reputation of having "uninspired management and that was unable to find success outside its core due to regulatory issues" has changed and that GOOG is now perceived as a tech leader.

It appears GOOG is "the" tech leader when it comes to its core competencies, and that makes it even harder for another company to catch it. Perhaps the next GOOG won't be doing the same things or even in the same industry.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
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!
AAPL $129.82 1.10%
GOOG $562.13 0.67%
FB $79.59 0.79%
TSLA $197.83 -2.70%
YHOO $43.89 -0.88%


DOW 18,246.15 +113.45 0.63%
S&P 500 2,112.51 +8.01 0.38%
NASDAQ 4,997.3610 +33.8340 0.68%

Partners Compare Online Brokers

Free Reports

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