Cloud rising, but what about iPhone and iPad apps?

Joe McKendrick points to an IDC survey which shows that soon, a third of all software will be delivered via the Cloud (i.e. as Software as a Service / SaaS): http://www.zdnet.com/blog/service-oriented/idc-very-soon-a-third-of-all-software-delivered-via-cloud/5474

It is interesting that this trend coincides with a resurgence of "fat client" computing in the form of iPhone and iPad applications. Two opposing trends happening at once. Users seem happy to download and install apps in certain cases, but in order cases they expect delivery wholly over the web "as a Service".