And somehow despite that ecosystem existing before, new entrants Apple and Google emerged victorious. Maybe it had something to do with their different approach.
I doubt it was because people wanted The App Store. If the PocketPC/Windows Mobile had an App Store it would not have won.
Featurephones had App Stores like Verizon’s “Get It Now” and it was obvious that they were money grabs like Apple’s.
Apple and Google won the game because the phones were powerful enough to make web browsing feasible, and had great text input.
If nobody had thought of app stores, it would have been trivial to distribute .ipa’s and .apk’s on the Web just like Windows and Mac software still predominantly is.