- Adoption of HDTV is hitting critical mass. Believe it or not, we are just now reaching a cross over point where most households have at least one HDTV. We should have hit this point by the end of 2007, but on-rushing economic turmoil delayed the moment. This cross-over point is critical to Blu-Ray adoption because you cannot enjoy Blu-Ray without an HDTV.
- The market seems to realize now that DVD is low def (720 X 480 pixels) and that Blu-Ray is high-def (1920 X 1080 pixels). Right up until a few months ago, I have been consistently horrified by how many people were totally ignorant of the basic facts of resolution.
- The market seems to be learning that streaming media is lower in quality than DVD, not higher in quality than DVD. Streaming media cannot carry the weight of Blu-Ray's jockstrap in terms of quality. Ergo, streaming media is no solution for the HDTV owner, who wants his prize possession to look its absolute best.
- The market seems to be realizing that On-Demand is not particularly convenient, not cheap in absolute or relative terms, and the quality does not rival Blu-Ray.
Once all of these factors are understood by the market place, you have a large pool of pent-up demand that is ready to snap at a sizable price drop, just like the ones we saw on Black-Friday 2009.
To all you guys who just joined the club: Welcome! You are going to like things here. It is much better than the old world. Martin Scorsese and hundred other film makers have been totally thrilled by how well Blu-Ray presents their work. I think you will be too!