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Public perception could be the biggest impact; HD video got a lot of press with this one.

Not good publicity for HD DVD, I'm not sure it's that good for Blu-Ray.

J6P is going to walk into a Blockbuster (BB1), notice the Blu-Ray stuff and not see any HD-DVD stuff. He start thinking Blu-Ray is winning or HD-DVD is already dead, or becomes curious about Blu-Ray enough to check it out Best Buy (the other BB2). It may not be a fatal cut, but it just might be a significant part of death of a thousand cuts for HD-DVD.

I think 1500 stores will represent 85% of the BB1s with HD video, not 85% of all BB1s, not even close). And HD rentals probable represent less than 1% of all rentals.

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