89: Mobile Web vs Apps


“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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