The DVD:Blu-ray ratios aren't even telling the whole story. We don't know what percentage of sales are shifting from DVD to Amazon/iTunes/Zune/Vudu/PSN/Blockbuster. You can buy movies from your damn cellphone now, there is no way that DVD/Bluray can compete with that. Walmart and Best Buy are going to have little incentive to sell physical discs when they are bundling their own movie stores (Vudu/Cinema Now) into all of the electronic devices that they sell. Same goes for Amazon.







