I think your point can tip in either direction because I see the "open success" of the consumer web relying a lot on 3 or 4 dominant browsers who are tackling t

I think your point can tip in either direction because I see the "open success" of the consumer web relying a lot on 3 or 4 dominant browsers who are tackling the hardware issue for you, thereby giving you a platform to develop on. Not to dissimilar from the benefits of working with Adobe AIR / Silverlight. What the web doesn't offer is a direct publishing path to the consumer, where commerce occurs with one-click, and installation is seamless. +1 for XNA and iPhone.