Apple's walled garden encompasses more than the concept of the "one stop serves all needs" business mode that you cited in your blog article. (i.e. AOL)
Apple's Walled Garden concept (and soon to be emulated by Microsoft) also encompasses the app store business model which you failed to mention in your article.
The App Store Walled Garden approach is an excellent defense against the wide spread distribution of malware content. (Unless it's Google's concept of an App Store .. Grin)
At any rate, HMTL5 adoption was endorsed by both Apple and Microsoft long before the concept of a "Walled Garden" was put forth by online bloggers.
As a business model, "One Click Buying / One site serves All" - or your definition of a Walled Garden - is a widespread business model, just ask Amazon, and the widespread adoption of HMTL5 (as opposed to proprietary and closed systems like Flash or Silerlight) should not affect the Walled Garden business model in any significant way.
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