Enderle has been projecting a HD-DVD win for nearly a year. He thought Blu-ray initially and then switched sides last fall. He, like many other HD-DVD backers, have been very quiet over this year until the Paramount news. He still says that both could loose still.
I'm not sure why people give so much weight to what this guy thinks. He's right maybe about 50% of the time. For years, he projected the death of Apple, and we know that's not going to happen any time soon. He is really quiet about that now, but I wouldn't put it past him to say it again, and how he has projected for years, if they fell on hard times.