89: Mobile Web vs Apps

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.”