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However, imagine combining those note taking/sketching capabilities with the reading experience already on Kobo devices... If Kobo were able to do something like that, they could attract a considerable number of new users, quite possibly a good number of current Kindle users which would cut into Kindle's market share.
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My guess is that the majority of e-reader users just want to read on their dedicated e-ink device.
The article about the Remarkable said they "shifted more than 27,000 units in preorder..." Estimates of Kindle sales from 2014 were more than 43,000,000 sold. And that was three years ago. 30k is a drop in the bucket compared to tens of millions, and the number has to be a lot higher now, 3 years after those numbers were estimated by Forbes.
When I want to read something that requires note taking and or highlights, I use an iPad. If I want to sketch something, I use my iPad Pro.
I see a device like the Remarkable as being a niche item...there will be users that want one. But not mainline users who want a good device with which to just plain read.
It will be interesting to see where the tech takes us over the next few years. I'm amazed at the improvements to the new Oasis when compared with my first Kindle, which was the 2nd gen model. And the differences from the second Paperwhite to this Oasis are amazing.