I agree. Here are two (old) essays that really sum up this argument for me:

How Microsoft lost the API war: http://www.joelonsoftware.com/articles/APIWar.html

and

The Location Field Is the New Command Line: http://daringfireball.net/2004/06/location_field

Note that both of these articles kvetch about user experience and how the web simply can't compare to native apps, but emphasize that the ease of deployment matters more.

Also, note that the app store model obviates some of the deployment difficulties of native apps and makes it almost as easy to install native apps on the phone as it is to visit a web page.