I'm guessing that the market isn't going to change very much over the next 5 to 10 years. The question that you have to ask yourself is: what's the biggest problem with the technology today that will lead to the disruptive technology of tomorrow. In the case of Apple and Google, it was a fragmented mobile phone market and a lack of usable interfaces for the tablet market. Each company built a solution and got it to market in force before the competition did, so they will dominate for a while. Their platforms are also sufficiently flexible to allow for future growth and innovation to keep competitors at bay.

Quite frankly, I think that we're going to see a lot more disruption in the ereader market. People have demonstrated an eagerness for the transition to ebooks yet there is still plenty of room for innovation.