Seems a bit of a stretch to me. A big one in fact. There is no evidence for Google having peaked. Comparing Apple and Google, just the opposite in fact.
http://finance.yahoo.com/q/bc?s=AAPL&t=6m&l=off&z=l&q=l&c=goog
Apple Market Cap: 37.96B
Google Market Cap: 79.19B
Update: Seems Apple has outshone Google lately, despite my expectations. I'll stick by my guess that eventually competition with Dell will not be good for Apple. They will be just another Intel box, and they won't be alone in the online music business for long.
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