i can agree with that thinking. Steve Jobs was wrong to not allow downloading apps onto the iPhone directly and he admitted as much. However, the multi-touch interface, dropping the keyboard, and must of the buttons on a phone were major changes in thinking on phones. The limiting of the iPhone to WebApps. They worked, somewhat. . . but not as well as native apps on the iPhone 3G and later models would work later. Here is a graphic that really demonstrates the sea change that occurred with Steve's keynote:
