Thus, why I think HTML5 and apps the utilize the web heavily will ultimately win out in the long run. I think the 99/01 rule plays out in this industry and thousands of companies continue to go out of business. There are just far too many companies that are app only and don't have a web presence. Those that do both will succeed.
I say this also because the consumer is tired of having to constantly update apps. I think it is backfiring on pure app companies. People are deleting apps for space and apps are running secretly in the background. Pure web apps are accessible on demand and don't require downloads. We hear this frustration from consumers on our site Deadcellzones.com.
Love to hear your thoughts.