Forrester believes that the world will move away from the Web toward App Internet — powerful local devices (like an iPad) running programs that transparently link to resources in the cloud. My impressionistic view would support our thesis. As an example, I was recently with Susan Lyne, the CEO of online retailer Gilt. She told me that her customers were increasingly accessing her site via apps, and not the Web — because it was faster and offered a superior experience.

The last time Forrester surveyed tablet users (in January, 2011) we found that 16% were spending more time on apps, 39% were spending more time browsing, and 45% spend about the same amount of time browsing and using apps.