how can BD not be a big player? It seems pretty obvious to me that the studios want BD to be the only way you can buy a 1080p full HD movie with all the bells and whistles. In fact, you can't even buy an HD movie from any of the VOD vendors, and I don't see the studios ever letting that happen as long as BD is around.
Big player when it comes to movies in General, not for people picking one console over another.
It's the same place though where we're viewing it as BD vs its alternatives. Consumers don't have to have a viable alternative for them not to flock to BD, know what I'm sayin? Some of BD adoption will be by default, and some will be by consumers pursuing the best A/V distribution option in terms of quality, but neither of these drivers need combine to a dominant percentage when all is said and done. (And these percentages I don't like associating too much weighting to, because really I do think 10% after this time is pretty good, and if it ends the year closer to 20%, that'll be downright excellent in my view.)
But I want to add that where there's no HD VOD purchase alternative today, 2012 is an eternity away in technology terms, and I wouldn't be surprised if there was by then.
I'm a BD fan, so certainly I myself wish it success to add synergistic longevity to my own purchases thus far (and those I will continue to make), but I also understand that nothing can be taken for granted. The next couple of years are going to see *a lot* of players entering and fighting in the video distribution space. What matters is going to be how many people opt for one of these sources instead of BD; for some people convenience will trump quality, I think we can all agree on that, regardless of whether we can even guess at numbers. And so knowing that, I simply say that the future is unknown.
I just think it's always best to avoid speaking in absolutes when possible, and a line of thought along "BD will reign supreme in 2012" just seems too advance a prediction. For MS going BD, hell I mean obviously I think there are tons of scenarios that warrant it, as that's a point I was trying to make myself as well. But alternative scenarios can take them away from that is just something we also have to acknowledge.
@Eastmen: Am I detecting a theme in your movie purchases?