Game Over in Blu-Ray HD contest?

Tuesday, January 08, 2008 | 05:45 PM

I've mentioned the Blu Ray/HD quandry in the past, but it seems the fight is drawing to its conclusion. In both the US and Europe, Blu-ray discs are significantly outselling HD DVDs.

But its this MacRumors chart (below) that pretty much sums up the battle:

>

Warner_300


Its hard to see how HD has a shot.

Now the question becomes how fast the prices drop on both the Blu Ray players and movies, but for now, I am sticking with an upconvert Sony for the big TV.


>

UPDATE: January 8, 2008 8:21pm

Why would prices go down?

As we previously discussed, I suspect many consumers have been on the sidelines awaiting the winner of the format war between Blu-Ray and HD.

As that fades away, the total number of purchases of the winner -- Blu Ray -- will go up significantly.

Thus, economies of scale, mass adaptation, and desires for deep market penetration will drive prices lower.

As to the monopoly issue -- I doubt its an issue. 1) These are video playback toys, not an essential product or service; and B)  There is still legit competition from ordinary DVD players (fer cryin out loud, you can still buy VCRs for $29).   

My apologies for failing to explain the intermediate steps in my thinking  . . .

Tuesday, January 08, 2008 | 05:45 PM | Permalink | Comments (28) | TrackBack (1)
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Speaking Personally Big primary turn outs show a level of interest not seen for decades in the US. President Bush deserves credit. If his presidency were not such a disaster people would continue to pass. Quotes and Pointers Two races [Read More]

Tracked on Jan 9, 2008 10:44:34 AM

Comments

This is why I picked up 50 shares of SNE at market open on Monday. Japanese and US markets are way off established levels and Sony's game division has been the biggest drag on the stock. With BR now basically the de facto next-gen DVD format this should spur some serious PS3 sales, esp when the next price drop is announced (expected mid 08).

Posted by: brandon | Jan 8, 2008 5:45:02 PM

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