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HTML5 vs Native Code
Regarding the app vs. html5 issue, while mobile browsers support subsets of html5 more so than desktop browsers, I think pure html5 applications are a long way off and may ultimately be a pipe dream. One rationale for building mobile apps with html5 is that they will run on any manufacturer’s device with theoretically no modifications–a worthy and much needed goal–but I believe the number of different mobile platforms will eventually shrink as a few come to dominate. Native code generators will be able to handle this and provide a richer more robust user experience. I look for the app model to continue for the forseeable future as innovation trumps standardization.
The iPad 2 is winning the tablet wars because…
Aside from clever marketing and a sleek design, the iPad2 is beating the other platforms because of the number of apps available. The Android marketplace has a large number of apps, but only a fraction of them appear to be optimized for the tablet. I also tend to believe that tablets are now and will always be a niche product. For general consumer use, you still need to carry either a phone or (to a lesser extent) a laptop as a companion to a tablet.
