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I think the optical drive will be a big umming and ahhing point for them next gen. Should they include a blu-ray drive they can't expect much 'forward compatibility' and will pretty much kill off the 360 or at least they'll be a lot more PS3/next xbox exclusives...but then if they don't include it I think some of the devs focussed on the HD experience will be forced to boycott the system as we've already read several complaints on the DVD space limitation.

So yeah including it plays into Sony's hands of a longer lifespan of the PS3 and not including it potentially means less games.