Here is another quote from Microsoft's Muglia, "When we started Silverlight, the number of unique/different Internet-connected devices in the world was relatively small, and our goal was to provide the most consistent, richest experience across those devices, but the world has changed. As a result, getting a single runtime implementation installed on every potential device is practically impossible. We think HTML will provide the broadest, cross-platform reach across all these devices."
Recently I have been seeing and hearing that more and more of the enterprise mobility vendors are looking at HTML 5, and hybrid mixes of native application support and HTML 5 for their roadmaps. I believe we are seeing a significant trend here.
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Full Disclosure: I am an independent mobility consultant, mobility analyst, writer and Web 2.0 marketing professional. I work with and have worked with many of the companies mentioned in my articles.