As Google's (GOOG) market value surged past Microsoft's (MSFT) for the first time Monday, it became clear that investors see the value in mobile products. Google leads in online ad revenue and, like No. 1 most valuable company Apple (AAPL), its growth and solid outlook are fueled by its mobile strategy. The two companies basically control the market for mobile devices, between Apple's iPhones and iPads and all the devices that run on Google's