Pull up a chart from January 4th 2012 to January 31st 2012 and overlay AAPL and GOOG. From January 4th on Google dropped 12% and Apple went up 12%.
Google will disappoint come earnings time AGAIN and you will wonder why the stock drops 10% in a day.
Selling Google and buying Apple nets you a 25% gain at these levels!!! Buy Apple with $45 Billion in Profits don't hold onto Google with $11 Billion in Profits.