Interesting analysis IMHO:
http://www.videobusiness.com/article/CA6509576.html?nid=3511
Diogen.
http://www.videobusiness.com/article/CA6509576.html?nid=3511
By the end of 2008, the installment base for the PlayStation 3 will top all HD DVD devices combined, including set-tops and Xbox 360 drives, by about eight times. The format war will still remain far from resolved, however. Regardless of that huge capability of consumers to utilize Blu-ray, software sales in the format will represent just a two-to-one leading margin over HD DVD...
By 2012, U.S. high-def software will be evenly split between the two formats, where Blu-ray represents 55% of the market and HD DVD represents 45%.
Globally the software split will be 60% Blu-ray; 40% HD DVD...
It looks like they assume the status-quo in studios' netrality/exclusivity what I would not consider a given (at least up to 2012).By 2012, standard DVD discs will total $10 billion in U.S. consumer sales, HD DVD $5 billion and Blu-ray $5 billion...
Diogen.