Barnes & Noble just announced their Nook Tablet (what everyone was calling Nook Color 2). Looks like they'll be countering Kindle Fire's DC titles with a slate of Marvel titles for the Nook. (mentioned halfway down the page)
It's like they're both trying to kill the comic industry...
It is changing the business model, companies need to adapt. If they do go all digital they just need to be in a universal format all the readers can read them in. It also saves comic book companies money, since they don't have the cost of printing the books, or shipping them.
-Chris