You'll have to point out that comment in the article. After reading it again, I guess I missed it.
Also, as far as "...Blu-Ray was destined to succeed. It simply had a better laser behind it as well as the Sony name" - I'd say the Sony name had much less to do with the outcome of the "war", than Warner Bros., Disney, etc. Sony's name didn't help Betamax much.
Be that as it may, the so-called success of the Blu-ray format/HD discs is marginal, at best. I admit, I was a bit sceptical of the conclusions when the article first came out, but now looking at it four years later, I gotta' admit it's more true than it might first appear.
Unlike Cassette to CD and VHS to DVD, Blu-ray has not replaced the DVD as the format of choice for most consumers, as near as I can tell. Granted, I would not call it a niche market, but if I was on the distribution end of DVD/Blu-ray movies, I'm not sure I could say this was a raging success.
Lets say you sell 100 red widgets every month. Some marketing guy tells you if you make blue widgets, you can sell them for twice as much and they will only cost you 2 dollars more. Four years later, you're selling 60 red widgets and 40 blue widgets, but you had to lower the price of the blue one's to $2 more than the red. Were the blue one's a success? Sure - they're selling.
OK, that's probably over-simplifying it, but that's about what I'm seeing. Don't get me wrong - I really enjoy HD movies. I much prefer to get a Blu-ray movie from Netflix than an SD DVD. But I don't always buy Blu-ray if the DVD version is less (and it's just a chick-flick for the wife
), unless it's Avatar or Lord of the Rings. Not to mention all the movies we watch as a Netflix download instead of purchase (I never thought that would be the case four years ago).