HTML5 is still a moving target, so saying "we will support HTML5" right now translates more accurately as "we aren't investing in Flash". There is nothing wrong with that but the adoption of HTML5 doesn't give any special insight in to where the platform is going because not even those using it know exactly *what* it is yet other than that it isn't Flash.
What will be interesting, as HTML5 comes in to better focus, will be how platform providers build frameworks on top of it. Force.com frameworks that incorporate HTML5 and we might see similar frameworks from Facebook and Google.
It is fascinating to think that the next generation of enterprise frameworks could all share a single pedigree in HTML5...
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