One can see a future where experience-customised versions of Android running on devices like the Amazon Kindle Fire take the low end (or rather, the low initial outlay) market, but traction against the iPad at the high end remains elusive.

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Growth is accelerating for Zillow amid low mortgage rates and a housing recovery that is finally gaining some traction.

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In hindsight it's easy to see signs of looming disruption: competitors who gain traction with models based on simplicity, convenience, or low price points, or companies that find ways to serve historically unprofitable customers.

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