NEW YORK (TheStreet) – Twitter (TWTR) and Amazon (AMZN) have been two of 2014's biggest technology disappointments as Twitter's stock has dropped 44% this year and Amazon's 22%, while the broader markets have hit record highs.
The chart below shows that neither Twitter nor Amazon participated in this year's rally:
Both companies, though, should be able to make money for investors in 2015 if they change how they are perceived on Wall Street.
Last year at this time, Twitter's stock was trading at about $70; now it's at about $35. So what's hurting Twitter aside from internal rifts within the company, spurring speculation that CEO Dick Costolo may step down?
Unlike Facebook (FB) , which aims to bring families and friends together, or LinkedIn (LNKD) , which connects business professionals, Twitter lacks a specialty and is hurt by comparisons to the social-media heavyweights.
Costolo has said Twitter should be considered as having three types of users -- calling them "geometrically eccentric circles." The first kind of user are those who are logged into Twitter. Then there are those who aren't logged in but visit the site. And the third kind of user are those who see and access Twitter content from other sites.
The goal of this "geometrically eccentric circles" is to show that Twitter's user base is larger than the number the company reports with its average monthly active user, or MAU, metric. While that's the number analysts focus on, Twitter wants to bring context to the comparison to Facebook, which has five times as many active logged-in users.