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Blu-Ray isn't a "Sony format" any more than DVD was. Panasonic and a wide consortium of other companies are involved with Blu-Ray, Nintendo could simply get the drives from someone else. 

Fall 2010 would be a year earlier, but I certainly wouldn't complain.

They could have third party games like Final Fantasy XIII and Dead Rising 2, and possibly upscale games like Metroid Other M and Super Mario Galaxy 2 and Epic Mickey to 1080p. Day 1 for me.