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Just in today, Blu-ray is 10% of the physical media market, due to the new Magnavox (Funai) chinese players priced at only $299 vs the $399 players that everybody else has. I think that we can hit 15-20% within a matter of weeks but we'll have to see.

Also, rumors abound at MS including a BD drive in future versions of the 360, in which case, this will be a win for MS but a BIG win for Sony as MS will not only have to pay for the right to include the BD drive, but pay Sony most importantly. Sony will be able to use the liscence monies for whatever it wants. Another bonus for Sony is that if this does happen, this would be a big asset in the growth of the Blu ray brand.