I just saw this article:
Singulus says Blu-ray take-up faster than DVD
This Blu-ray and PS3 thing is going to really make a difference for Sony over the coming year. With the stock sitting just 10% up from a 2 year low this is still probably a good time to buy as much as you can. While this looks like it will be the last generation of optical disk (everyone is moving towards downloading), it is sure looking like it will be well adopted and Sony holds all the cards at this point.
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