Could it be a "black-and-blue" Friday for Blu-ray? Their are rumblings about a big announcement coming from Wal-Mart that could give a big boost to HD-DVD.
I'm hearing that the company will begin selling the Toshiba HD-A2 for $98 in a special one-day, in-store secret sale. The unit sells for $198 at Circuit City and Amazon, so this is a steep discount.
It points to the aggressive strategies shaping up in the format wars gripping next-generation DVDs. K-Mart has already decided not to sell Blu-ray players at all because of the affordability chasm between the two. The cheapest Blu-ray player at Wal-Mart runs $464. The Xbox 360's external HD-DVD drive is now available at $179, and that comes with five free movies. You can get even more free titles with your purchase at Best Buy, including the first season of the NBC hit series "Heroes." Nice deal.
I've already detailed in previous posts how HD-DVD is far-outselling Blu-ray on laptop computers and how Toshiba will make available a notebook with onboard HD-DVD for under $1,000 this holiday shopping season. Look for other big price breaks from the other major HD-DVD laptop makers, including Acer, Gateway, HP and Samsung.
The fact is, Blu-ray's top argument is its penetration in the marketplace thanks to its inclusion in Sony's Playstation. The numbers on their face seem impressive: Home Media Magazine says Blu-ray sold 2.6 million discs between January and September, compared to 1.4 million HD-DVD disks during that time. Blu-ray revenue is beating HD-DVD revenue by better than 2 to 1. But momentum is clearly swinging HD-DVD's way.
I got an email this morning from a PR firm representing key HD-DVD companies pointing me to a recent NPD survey showing that an astonishing 60% of Playstation3 owners weren't even aware the console had a Blu-ray player in it!
That same email points to how successful the movie "Transformers" has been on HD DVD, its exclusive platform release, selling a 100,000 copies its first day, 190,000 in its first week. "Shrek 3," all five "Harry Potter" films and "The Bourne Ultimatum" will be released by mid- December.
Chalk this up as yet another reason to watch Microsoft , one of the key backers of HD-DVD. And another rough issue for Sony, backing Blu-ray, which still has some key partners in Disney, 20th Century Fox and Lions Gate. HD-DVD enjoys Paramount, Dreamworks and Time Warner . This is about momentum, just as it is with Sony's Playstation. And once again, Microsoft and the HD-DVD folks have it. And Sony's looking for a way to re-capture it.