No, your reasoning is flawed. People may buy the PS3 for games, movies, or both. People who buy and HD-DVD will be buying it solely for movies. The movie attach rate should be vastly different between the PS3 and a stand-alone player (this goes for a blu-ray player as well).Nicked said:PS3 uptake will be much quicker than HD-DVD (especially since many analysts consider it will have a "soft" launch). HDTV owners are more likely to want to buy a PS3 (and be able to cough up +-$400) than most people. Someone who has a HDTV, and a PS3, is going to be buying Blu-ray movies. Why wouldn't they?
Even people without HDTVs will be more likely to buy BR movies because when they do upgrade, they'll have high-definition content, and until then they can watch slick 480i/p content on their PS3.
The cycle works thus:
HDTV owners: Drives Stand-alone/PS3 adoption, Blu-ray movie purchasing.
PS3: Drives HDTV adoption, Blu-ray movie purchasing.
Blu-ray: Drives Standalone/PS3 player adoption as well as HDTV adoption.
Its a three-pronged attack.
.Sis