Yes I'd classify downloading an app as installing software. Imagine if you had to install an app for every online casino you played at? Or an app for every game provider you liked. I wouldn't prefer that model at all hence the simplification to a single standard delivered through a browser is my personal preference.
As for the comments about the 30% of spins coming from mobile, the company netent make no distinction between phone and or tablet and why would they because they are talking about it in terms of platform.
I am not trying to suggest in anyway that mobile is reinventing the wheel. I am, however, pointing out that by moving to a single standard the benefit to me as a player is I get the choice of playing the games I want to play across any platform.
Trust me, that will happen rather sooner than later.
Right now they are in the phase of getting everybody sucked in to their Mobile platforms, e.g deposit $20 today, get 40 Free Spins, 20 on desktop, 20 on Mobile. Just one simple example how they are pushing players in the direction they want.
Once Mobile platforms are established and stable, they will start pushing their Apps in the same way, even going as far as to tell you that you will have full access and account functionality on the App only. I know at least 1 UK betting site that does it already, still on a voluntary basis but they are giving more FS/bonus % for downloading and playing on the App.
Oh yes, I can see the benefit of having HTML5 as the single standard but e.g. Netent should focus more on functionality, practicality and flawless spinning instead of totally useless animations such has win count or free spins countdown as well has over the board flashing roars and graphical 3D animations. That would make the slots run much smoother and faster.