http://seekingalpha.com/article/227332-mobile-apps-the-wave-of-the-past
QUOTATION / SUMMARY:
"Just like the PC, I expect the rise of a good mobile Web to topple the
walled gardens while creating a platform agnostic environment that
levels the playing field. In this scenario, the one with the biggest garden has the most to lose – Apple. The
diminished importance of apps will reduce switching costs for consumers
since they will simply need to log-in to Web sites rather than worrying
about losing favorite applications in the transition to a new device. This would put price pressure on Apple and create an opportunity for others to take share."
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