It should be Fair to say that the popularization of software, hardware and search has disrupted quite a few industries via secondary effects - which is what companies on the second list have done (the ones you list as non-disruptive).

Google has destroyed the newspaper advertising model. Oracle has destroyed the big corporate/government back offices (not all). Apple destroyed a great many jobs (via popularization of PCs -> Lotus Notes/App development).

My point is that they are disruptive companies :).