Google (NASDAQ: GOOG) reported its 3rd quarter numbers Thursday and it came through in incredible style. I say style because Google's management does not give guidance to analysts, either annually or quarterly. It lets Wall Street just try and figure it out. The second quarter was "disappointing" to many analysts as Google made the revenue line but "missed" the earnings line because of sloppy expense control. Google management did not agree, but they did the classy thing and just let it go by. Google would have the last laugh. Remember all the talking heads who were negative on the name since the IPO, taking their premature victory laps and claiming Google's super days were over.

I have already stated this in several posts and will re-iterate it: Google is the most relevant company of this decade and probably the next two or three as well. Many people just don't get this name.

Google's earnings for the 3rd quarter just proved again that this company has the perfect storm behind it: growing significant market share IN A GROWING MARKET! Trying to put traditional analytical metrics to this company just will not work. This company will become the most valuable technology company in the world -- only Microsoft (NASDAQ: MSFT) has a larger market capitalization. Google is now at $203 billion, having just passed Cisco Systems (NASDAQ: CSCO) at $199 billion. Microsoft's market cap sits at $292 billion.