pali capital: BD will win in 2008

[desmond]

http://www.alleyinsider.com/2007/12/...ood-loses.html

[shatta]

the was over a long time ago...bd won..we're jus killin those PWA's

[Elandyll]

I happen to agree with this guy.
If Studios think they will still see double digit market increases or increases at all, they are wrong. But if they want to maintain good sales, they better move to HD (Blu), and soon.

The time when you could greenlit a $150M certified failure (Sahara?) and count on DVD (/HD) sales to recup will draw to a close before 2010 imho.
This being said, Maybe the HD market will give a jolt to sales, who knows for certain?
In no way do I see downloadable content replacing physical medias for the next, say, 6-10 years. So we still need a good format (Blu Ray) for HD.

But HD DVRs and VoD through Satellite / Cable will certainly give a hard blow to sales.

[mystiksuicide]

Reading the Blu is going to win from all these analyst is getting old great mind you but old.

My question is there still an analyst out there predicting a dud victory?

[spicynacho]

Originally Posted by mystiksuicide

Reading the Blu is going to win from all these analyst is getting old great mind you but old.

My question is there still an analyst out there predicting a dud victory?

Rob "the human colostomy bag" Enderle

[radagast]

Originally Posted by spicynacho

Rob "the human colostomy bag" Enderle

That is an insult to all colostomy bags everywhere. At least those bags serve a useful purpose.

[Vonscoot]

Originally Posted by radagast

That is an insult to all colostomy bags everywhere. At least those bags serve a useful purpose.

LOL

[The Don]

Originally Posted by radagast

That is an insult to all colostomy bags everywhere. At least those bags serve a useful purpose.

he's more like a pooper scooper...or a landfill...

[bassbone57]

Originally Posted by radagast

That is an insult to all colostomy bags everywhere. At least those bags serve a useful purpose.

I needed that laugh today! Thanks.

-K

[ps3andlovinit]

Originally Posted by radagast

That is an insult to all colostomy bags everywhere. At least those bags serve a useful purpose.

So does his .. but as usual it's a proprietary one that only serves one company .. costs twice as much..while holding half the amount.. and splitting open 6 out of 10 times.

[DealsR4theDevil]

Originally Posted by desmond

http://www.alleyinsider.com/2007/12/...ood-loses.html

What about the other half of this article? The part that says its to late, we needed a single format sooner. And is it true that most people will not be rebuying their DVDs in Blu? IMO, if I own a movie on DVD that I plan to watch a few more times in the next 2-3 years it is worth rebuying in Blu. Unless of course people don't care about picture quality, but then why buy the Blu-ray player?

[Deane Johnson]

The article suggests that even with a single format, sales will decline from where they were in previous years. Part of the problem is that they keep inching the price upward past the hot sell through point. The BD BOGO type sales are helping now, but once those are gone, the current retail price of high def discs is too high for the mass market. Greed is going to backfire.

[Crackbone]

The studios will reach for a strategy that combines multiple revenue streams: Theater sales, HD Optical and other means of delivery. We are past the point of a single revenue stream. That's really the point.

Every other business has had to diversify their revenue streams, movie studios are no different. It's not doom and gloom for HDM, it's points to the fact that the studios have to sell through multiple channels.

[marinelife9]

Says war will probably be over mid 2008.

Link

[spicynacho]

Sounds like these pali guys are not your average research group. They were the ones that spilled the beans on paramount and the payoff. They do research and advising for big money like mutual funds, pension funds, and hedge funds. I think if they are calling the switch to blu it is for real.

[JAGUAR1977]

Originally Posted by mystiksuicide

Reading the Blu is going to win from all these analyst is getting old great mind you but old.

My question is there still an analyst out there predicting a dud victory?

The difference hear is that he's predicting a 2008 victory with Warner becoming Blu-ray exclusive very soon.

[Crackbone]

Originally Posted by JAGUAR1977

The difference hear is that he's predicting a 2008 victory with Warner becoming Blu-ray exclusive very soon.

+1.


It's not just the outcome, but the mid 2008 statement.

[JAGUAR1977]

Originally Posted by Crackbone

+1.


It's not just the outcome, but the mid 2008 statement.

And the fact you only need read the first paragraph to realise these guys are the real deal, not some awful sub par blog.

[WickyWoo]

You're going to see price reductions on media next year for sure. The average catalogtitle should hit the $19.99-$24.99 range, and the new releases should settle in the $29.99-$34.99 range, allowing for $22.99 and under discounting on them that people are used to paying.

[quexos]

Originally Posted by spicynacho

Sounds like these pali guys are not your average research group. They were the ones that spilled the beans on paramount and the payoff. They do research and advising for big money like mutual funds, pension funds, and hedge funds. I think if they are calling the switch to blu it is for real.

Your SIG is very relevant to the state of mind of the Red side