From what I've overheard at work the past few days, this is the beginning of a studio exodus that will ultimately leave Sony/Columbia/Tri-Star holding Blu-Ray in the same light as UMD. Shareholders are tired of this gray area that everything has been staggering in and new partnerships are forming and decisions are being made to push consumers in one direction or the other. Sadly, much like the days of Betamax, HD-DVD will emerge the winner.
The tides have turned, the powers that be have decided what will happen and there's nothing snivelling fanboys or Sony will be able to do about it. Howard Stringer will be the fall guy for the failure of Blu-Ray and the PS3 trojan horse tactic. Mark my words, disbelievers...or don't - because I'll just bump this when it happens.