The Flurry stats [http://blog.flurry.com/bid/109749/Apps-Solidify-Leadership-S...] show 32% of user time is spent gaming; 17% on facebook; 9.5% on messaging and 4% on youtube - that's 62% for those of you keeping count.
That doesn't look like the end of the mobile web - that just looks like people spending a lot of time gaming and on facebook.