To elaborate, I think Sony waiting until 2011 to take it's stand will be too long for one key reason:
1. The release of the Nintendo 3DS changing expectations concerning 3D entertainment.
Sony has invested an unknown amount of millions upon millions in developing and marketing their 3D televisions. The Nintendo 3DS is a disruptive innovation directly aimed at Sony and Sony's 3D television business.
Once the Nintendo 3DS launches, it will get major news coverage on your tech news and mainstream news. Most of the coverage will have comparisons of $3000 Sony televisons requiring $100 for a pair of 3D glasses to a $300 Nintendo handheld gaming device that requires no glasses.
The question, which Sony will struggle to answer is "Sony, if Nintendo can do it without glasses, then why are you charging thousands for a similar experience?"
Sony's 3D hype will be dead once the Nintendo 3DS launches, which will impact their ability to sell 3D capable PS3 games playable on a $3000 Sony 3D television.
