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Scisca said:
To keep it short - they'd use the fact that they are behind to their advantage - in Poland we call such a move "to flee forward" :)

If they were winning, they'd probably do this anyway (It's in their leaked slides from 2012) ...one day, perhaps 7-8 years time, we will bid fareware to physical media (the next physical medium is just portable hard drives), this is just conditioning the market towards that transition. While this year, it might account for 15-20% of their sales. In 4 years time it could be half...or the majority. Look at the PC market.

At the end of the day, people aren't protective of physical mediums, only something they can physically touch as opposed to being "in the cloud", it's not your CD collection, it's your IPOD (or cell phone) , it's not your photo album, it's your memory stick. It's not really your game collection, it's that 2TB HDD they're downloaded to...of course you can have all these backed up online via the cloud or via your DRM, but you'd rather have it nestled under your pillow, where it's secret. Where its safe.

They realy should have done this with the 360 2 years ago. $130 500GB 360 at the size of a large router with game sharing would have done wonders.