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Could this have something to do with blu-ray winning? In other words that now that Blu-ray is the defacto HD physical media, they no longer have to include a blu-ray to get people to adopt them.

Or will they be dropping the price of the 40gb after the remaining bundles are sold? In other words, selling the 40gb for 350$ but without a movie.

 EDIT: I know it was limited. Now we know that it will be gone in the short-term. And no Spidey really isn't a loss as you've pointed out.