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Btw, the author of that article basically took the original Home Media Magazine article from the Blu-Ray festival on Monday and added in his own thoughts on the matter.

That's why it said, "Warner MAY do this or that."

Edit:  Also, we're already 1/3rd of the way through quarter 4 with only two months left to go.  It's not looking good for Toshiba so far.  I wonder what the Nielson numbers for this week will be with the release of Spider-man 3 on Blu-Ray.