As Google's share price surpasses $800 for the first time, Wall Street's perceptions of the two tech titans are starting to diverge. But investors are notoriously fickle.

By TheStreet Staff Feb 19, 2013 3:51PM

Smartphone warsBy Chris Ciaccia 


thestreet logoThe fortunes of Google (GOOG) and Apple (AAPL) have become polar opposites on Wall Street, as Google's share price surpasses $800 for the first time and Apple's free-fall continues.

 

Investors think that Google, as led by CEO Larry Page, seemingly can do no wrong. That's how Apple was perceived for much of the past few years, but that's quickly changed. 


Apple shares have shed 19% over the past three months, while Google is up 20% over the period.

 

A strong stock market is setting the stage for more tech firms to go public. These companies should be on radar screens of tech investors.

By StreetAuthority Feb 19, 2013 1:05PM
Twitter website (© Jonathan Hordle/Rex Features)By David Sterman    
                                       
Investment bankers are a fickle lot. When the market takes a tumble, they tell their soon-to-go-public banking clients to withdraw their plans for an initial public offering (IPO). But when the market is stable and rising, as has been the case in recent months, then they scramble back to those clients, telling them the time to complete the IPO has arrived.

As long as the market avoids an air pocket in 2013, then the coming year could prove to be a very active period for IPOs. Indeed, we're off to a good start: There has been $5 billion worth of IPOs completed thus far this year, according to Dealogic. The tech-heavy slate of upcoming IPOs is being led by the debut of Xoom (XOOM), an online money-transfer service that was the first tech IPO of 2013.

Here are 10 other fast-growing tech companies being cajoled by investment bankers to take the plunge. A few of them may end up in your portfolio before the year is out.
 

The company's subscribers may place a higher value on TV series, which are more conducive to 'binge viewing' and are superior at engaging a fan base.

By Minyanville.com Feb 15, 2013 6:56PM

"House of Cards," the much-hyped original series from 
Minyanville logo
Netflix (NFLX), has received mostly positive reviews since it was released earlier this month. The $100 million production is part of Netflix’s strategic move to use original content to attract and retain subscribers.

Original shows can also help the video-streaming service "become HBO faster than HBO can become us,” as Netflix’s Chief Content Officer Ted Sarandos said in an interview with GQ.
 
More original series have been lined up, including the eagerly awaited resurrection of the cult favorite comedy "Arrested Development,"  which will be released in April.

The pivot toward original programming, made in the face of rising content-acquisition costs, seems to have pleased Wall Street -- Netflix shares are up 105% year to date.
 
Given the positive reception to its original series, an obvious question is whether original movies might be the next stage of the company's content-development strategy
 

Waiting for Apple's chief to address the numerous questions on the minds of investors is an exercise in futility.

By The Fiscal Times Feb 14, 2013 11:59AM
Apple iPhoneBy Suzanne McGee 

The Fiscal Times logoForget about the frustrations of waiting for Godot, as depicted in Samuel Beckett’s famous play. Waiting for Apple CEO Tim Cook to say anything significant to address the numerous questions that weigh on the minds of many investors -- and that appear to be weighing heavily on the company’s stock price -- may be just as much of an exercise in futility.

As market indexes have crept ever closer to their highest levels since 2007 in recent weeks, Apple’s (AAPL) share price has largely moved in the opposite direction. The company’s earnings, as impressive as they were, disappointed Wall Street, and so far there is no clear indication of what the company will do in order to return to the days of high growth and high margins.
 

New data on tablet sales reveal how Apple's reluctance to downsize its iPad gave rivals the opening they needed to steal market share.

By StreetAuthority Feb 14, 2013 11:08AM

In coming months, moviegoers will be treated to a pair of hagiographic films about Steve Jobs. We'll get to see Ashton Kutcher's impression of the legendary tech visionary in April. Later in 2013, a script being developed by Aaron Sorkin -- the man behind Academy Award winners such as "A Few Good Men" and "The Social Network" -- will hit the screen.

Count on both films to portray Jobs in a luminescent glow.

But more than a year after Jobs' passing, Apple's (AAPL) mojo is no longer rising. 

The mighty iPhone is losing market share to rivals, as critics rave about souped-up offerings from Samsung and others. And now the iPad may be losing steam as well. And on this score, even Jobs gets some blame.
 

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