I will say this: digital content delivery is in Sony's best interests (down the line) as well. I hope they don't lose sight of that one-time and future goal of theirs in the posturing that's sure to come in the next few years between MS and Sony (as their rivalry seemingly intensifies on multiple fronts). Sure I think they should push blu-ray as much as possible, but at the same time concurrently work on a robust means of digital distribution.
That is of course part of what Cell is about, and you'd think that with their own movie studios and Stringer at the head (who came from there) they can keep their fingers on the pulse; but companies have gotten bogged down in the present before, and certainly not to their benefit.
Sony and MP3 players comes to mind as an example of something they should have been on the forefront of, but instead got sideswiped.