It has to be a company that has it's toes in both hardware and software, is deeply involved in interfaces already, and is actively known for innovation and expansion into new areas. Because Microsoft hasn't innovated much of anything in decades (and given how badly they screwed the pooch on Windows Mobile despite their enormous cash reserves in the early half of this decade), they're out.
It's basically between Apple and Google as far as I'm concerned.
Both will undoubtedly coexist. Apple as a closed platform, and Andriod as an open one. The question is which one will come to dominate in the next decade or two. Basically a replay of the Macintosh vs. Windows war in the 1980s. But Apple has clearly learned from it's mistakes and is working harder than ever to not lose the battle this time around.
The future of computers are in flexible mobile platforms like the iPhone, iPad and other iOS and Andriod based devices. And atleast once Apple has the vision to make these into full featured devices that are capable of transferring, manipulating and sharing media without the need for a computer, they will fully take over. Right now they still have a ways to go (the first thing any of these devices ask you to do is to connect them to a computer with iTunes installed to be able to activate them and retrieve your backup) but this should go away with the cloud.
Yes, at the moment there is a reason to want a big screen. But as these devices advance to the point where they can wirelessly output their screen to your 52 inch HDTV, or pack in a mini projector, computers as we know them today will be more and more obsolete, atleast for the average consumer.
And the last key to this is voice control in a usable form. Thanks to Apple's purchase of Siri, they seem to be slightly ahead of Google in this area as well.
I think it's a worthwhile discussion here...
1.) To discuss the use of the iPhone as an interface device.
2.) To discuss the dominance of iPhone like devices over traditional computers in the very near future, atleast for everyday uses.
Between the iOS, OS X, the App Store/iAds and Safari, Apple is actually more involved in software than Google is.
This is what gives Apple the advantage, they're already a few steps ahead of Google on the software side, and also well ahead of them in terms of name recognition and userbase, by approximately a 100 million iOS users and countless more mac users!
What gives Apple the disadvantage is that they're a closed platform, so they'll have to work twice as hard to stay ahead of open platforms like Android in the future. But given the resources that Apple is pumping into iOS, compared to how Google seems to largely be half assing it, Apple should be able to stay ahead for quite sometime.