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Original Message

The bottom line for the studios are comparisons of software sales.

Posted by oscar on December 10, 2007 at 05:44:26:
It's reasonable to think the more hardware there is, the more software sales there will be. Thus far, Blu-ray software sales continue to dominate despite the rash of HD DVD player sales. Of course, a bigger indicator is sustained sales over several months rather than the weekly snapshots over the holiday period, especially given the specials which are currently running (e.g. BOGOs, 5 free movies, etc).
OTOH, it's hard to exclude the "PS3 effect". If you exclude the PS3, the attach rate for Blu-ray is far higher than for HD DVD. A partially valid reason why is that someone willing to put up $400 for a player is FAR more likely to then spend $30/movie than someone who bought $98 Toshibas. A more reasonable conclusion is the PS3 actually has a pretty decent attach rate. Hard to judge since most PS3s are actually used to play games.