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Sony - Sony Strategy - View Post

Hmmm.. interesting read!!

Although some things I'd like to point out regarding the HD-DVD / Blue-Ray situation:

Currently there has been 100,000 add Blue-ray players sold and 3.6 million ps3's sold totaling 3,700,000 potential Blue ray players.

HD-DVD systems are at roughly the 300,000 mark in total including the 360 HD-DVD drive...

Now logic would suggest that the Blue-ray Vs HD-DVD attach rate would be between 5:1 and 10:1 (Being that there are 10 x the amount of blue ray players out there). However the article is stating that it is Only 2:1 - Which I am sure will be including all bonus movies that come with the PS3 / blue-ray purchase as well as HD-DVD.

SO, taking it from this context, Blue-ray Media sales are extreemly poor in comparison to HD-DVD media when taking attach ratio's into account.

If, For some reason HD-DVD hit's that $200 consumer hot spot before the Blue-Ray, this could still be a problem for Sony with winning the HD warz IF, (and this is a big IF), Attach rates for Blue-ray vs HD-DVD do not change much.

This will especially be dangourouse when Toshiba release their Laptop with HD-DVD, Projected to sell through more then 10,000,000 units over the next year... what will happen then? By that stage, there might be 12 - 15 million Potential blue-ray players and a tad over 10.5 million Potential HD-DVD player setups. (This is if Neither Blue-Ray or HD-DVD reach the $200 sweet spot).

The argument in this article posted above is that because Sony is producing their blue-ray player for the PS3, it will lower in price faster... but they ignore the fact that Toshiba are producing HD-DVD drives which will also lower prices substantially.

Oh well.... I can see this War going on for a little while longer then people expect...

By this time next year we will know for sure which Format will win. At the moment to me however... I think the PS3 has the edge. But that could chage very easily.

It all depends on which company can get to the magic $200 price point AS WELL as have a fantastic attach rach with their hardware... At the moment the attach rate goes to HD-DVD hands down. Will that continue, It's hard to say.



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