The DVD market in the United States is huge, so ~10% of the market for Blu-Ray at this point is great. Of course standalone Blu-Ray player sales have tripled and the PS3 will find its way into many new homes this holiday season (as will HDTVs), holiday season 2009 Blu-Ray's market share may well be multiple times of what it is now.
Digital distribution of course has a future as well, IMO it can't replace Blu-Ray's role in the market for a very long time to go and hopefully never fully replace disc media people can buy at the stores. Looking at myself, I would be interested to buy certain TV series online but top high quality movies like Lord of the Rings or Ice Age I want to own on Blu-Ray.







