Installing an app on a device is still the old way of doing things. All aspects of the application should come from the network - including the UI.
Why? Because then we can focus more on the nature of HCI itself instead of focusing on developing for different devices like we do now. Developers should be developing for screen sizes - not devices.
IMHO it's inevitable that we will all use one global standard for the client UI in the future. The web is the beginning of that and it's a powerful concept.
And let's not forget that every single one of Apple's iDevices will have Safari installed.