A couple of footnotes to
previous posts on the next-gen disc saga. 1 - Blockbuster’s decision to roll out BD discs to 1700 stores, keeping HD-DVD to only 250. 2- Toshiba will include HD-DVD as standard in its laptops from this summer. Both developments confirm our analysis that the swing towards BD as a content platform is inexorable. Toshiba will fight with all the tools in its armoury, but laptop HD-DVD drives are unlikely to drive much demand for pre-recorded discs. Blockbuster’s decision is a throwback to the VHS-Beta battle 30 years ago, when wider retail and rental availability of VHS pre-recorded tapes was a decisive factor. Supporting its decision, Blockbuster cites its own data that 70% of next-gen disc rentals so far have been BD, suggesting that, in spite of standalone HD-DVD players being first to market, the PS3 may be driving some movie consumption.