>>The move towards mobile isn't necessarily an "either-or".
Why not? NET is not a serious contender in the mobile works despite predictable cheering at various trick shots.
>>I would challenge anyone to dispute the observation that mobile has been a nearly perpetual hedging of bets for years.
Goldman Sachs recently confirmed that US users spend 60% of online time in a mobile app, 30% on a desktop/notepad and less than 10% in mobile web, which ought to be a warning to Microsofties who insist that web apps are the future. Not one to say "told you so" but I did. ;-) And I'm seeing a tsunami of B&M retailers and others promoting their apps rather than website now. However, look at this:
http://www.nytimes.com/2015/10/19/technology/publishers-straddle-the-apple-google-app-web-divide.html?_r=0 : web may still be a better option for some sorts of offering.
"... They ne'er cared for us
yet: suffer us to famish, and their store-houses
crammed with grain; make edicts for usury, to
support usurers; repeal daily any wholesome act
established against the rich, and provide more
piercing statutes daily, to chain up and restrain
the poor. If the wars eat us not up, they will; and
there's all the love they bear us."
-- Shakespeare: Coriolanus, Act 1, scene 1