Earlier quoted context omitted.
Yes, but the growth aspect will move away from new native apps to new web apps as soon as 'UI side of the web' stops trailing too far. I agree with you that the competition will push either sides forward, but by how much at each end? - that is the question.
> as soon as 'UI side of the web' stops trailing too far Except not likely it ever will.
There has been serious improvement in many areas of mobile web/browser support in the last 12 odd months; for what I've seen. Thanks to Android, Chrome, Firefox and Dolphin.