You think I would pass this up??!!??
I still have no idea which will win for sure... But, it does fall in line with what my expectations are and what I have heard. Mostly, if Blu-Ray has movie production houses and have a market base to sell movies into, then the studios are ready, right now, to send HD masters to those studios to have them released in Blu-Ray format. Same with HD-DVD format. No studio is passing up $$$ to back either format which is why there are no 'exclusive' deals with movie only studios.
Still, if HD-DVD is being pushed back some, I am sure the Blu-Ray will be as well. The updates coming along are all slow still and by this time I would think that they would have finalized specifications for both formats so that manufacturers can start designing final product and getting things ready for production.
Meh, nothing new though - vaporware is a disease in the A/V world and actual product release is often months behind schedule if not 100% non-existent. It will be interesting to see if ads for HD discs on HD channels are actually shot in HD.