Sony, Panasonic, and a host of other companies. The focus is definitely on Sony with Blu-Ray, but they are not following the losing pattern that they have followed in prior products they have used.
DVD+R or DVD-R - which is the winner?
From what I have heard, movie studios are actually ready to go to print with HD movies. The format is not something they have an issue with. They can print, and likely will print, to both HD-DVD and Blu-Ray. Since no 'exclusive' deals have been signed, I wouldn't expect either camp to be much ahead of the other for movie title releases.
The X-Box 360 is definitely a question mark, but at this point there has been no talk of HD-DVD being a part of it. Is some kid who dishes out $400.00ish for a X-Box going to dish out another few hundred for HD-DVD? Or will HD-DVD discs with X-Box games ever going to be available after the first million units are sold with NO HD-DVD capability? I don't think that makes any sense at all. HD-DVD is a new format, not an upgrade. It requires new hardware and if the X-Box 360 doesn't have it from the start, adding it would be as cost prohibitive as simply selling a new game system from scratch.
They may try, but I don't see any world where I would buy an X-Box 360, then buy an add-on HD-DVD player for it. I would just buy a stand alone HD-DVD player.
On the other hand, if I buy a PS3 and have Blu-Ray from the start and like it, I may eventually end up with a stand alone player, but I will be using it for gaming and movies from day one.
I do believe that the new generation of X-Box will do well, but I have no more or less love for Microsoft and products it supports than I do for Sony and products it supports. If X-Box does well, which I am sure it will do, then it may subtract some from the PS3... But, if only 1.2 million PS3s are sold instead of 1.4 million, that is still likely a million more Blu-Ray players in homes vs. HD-DVD players. Of course, I'm pulling figures out of my rear, so that may be completely off.
Either way, the next year and a half should be pretty darn interesting.