Go native, HTML will lag for a while

Good points and I agree with the general conclusion.

One aspect of building a mobile HTML app that soundly beats the native alternative is iteration speed. Not having to wait for the approval (and possible resubmission) turnaround time can be quite an advantage especially early on.

The key is being able to transition to a native app quickly - an interesting thoughts for the phonegaps and other html wrappers of the world.