[hemancuso]

You should be asking yourself not about disruption, but what would happen if GOOG can't figure out how to keep AdWords revenue increasing. Like other commenters note: nobody has ended up disrupting Windows on the desktop, but Microsoft never figured out a new stream of growth to fuel growth in their share price.

If your primary concern is share price growth, look at a smaller cap stock - or try to convince yourself that Android or one of their other projects will ever move the revenue needle.