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I think you are 100% right. The author didn't say it, but that's exactly what they want to do. They're even buttering it up... You know what the difference will be between WebX and WebGL when they release it: that it's NATIVE! You can smell it coming.

See "Graphics Improvements" on http://www.microsoft.com/silverlight/future/

That's all there is to this story. WebGL competes with Silverlight, and real-world WebGL adoption isn't very high yet. Microsoft therefore feel they stand a chance.

I wonder what would Microsoft do with all those Androids and iPads out there. It seems that they are having a real hard time realizing that for once in a life, this is not about them :)

Well, they're either stupid or lying. I just used Hanlon's razor to decide.