See this is where the exact problem is :)
You think this, this, this will happen and that's why X stock will go down.
This,this and this new product will come and Y stock will go up.
If Apple shows new stream of revenue, they will have growth and stock will go up.
If Google gets suffocated in their growth, their stock will go down, but none of those two have happened until this very latest Quarter of 2014. (As Well in last 1.5 years)
Analyst don't work that way, They look at hard facts. When it happens, stock may respond.
WTF are you talking about.
Those things have ALREADY happened (Twitter search, Facebook search, Siri search, App store search, Yahoo talking to Apple about default iOS search). Google's search business is already threatened by being splintered. Not to mention that mobile search margins are much lower than desktop. Google's cost per click has been going down 10 straight quarters.
In order to justify its share price relative to Apple, Google would need to increase revenues by 100% (to match Apple's $40 EPS per year). You really think Google can double its search revenue by 100%????