An analyst that works for the NPD (the statistics collection group) has wrote on his (engadget) blog that Toshiba's move into Blu-ray may is a trojan horse type move, something I've mentioned time and time again might be a possibility (using the exact words, "trojan horse").
His view is that connectivity in the Blu-ray players, the ability to connect online, is competing with Blu-ray for market share. Right now, it's with Blu-ray rental, but it will only be a matter of time before Blu-ray purchases are under threat as well.
Toshiba also has the advantage of having the Cell processor, the same processor used by the PS3. It allows them to make cheap, powerful set top boxes, and along with their HD DVD hardware and software experience, Toshiba does look like a strong player in the emerging online video market (imagine adding HD DVD type interactive features to online video, that runs fast on Toshiba players because of the Cell processor, that's not to mention improved picture quality due to extra processing via the Cell).
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His view is that connectivity in the Blu-ray players, the ability to connect online, is competing with Blu-ray for market share. Right now, it's with Blu-ray rental, but it will only be a matter of time before Blu-ray purchases are under threat as well.
Toshiba also has the advantage of having the Cell processor, the same processor used by the PS3. It allows them to make cheap, powerful set top boxes, and along with their HD DVD hardware and software experience, Toshiba does look like a strong player in the emerging online video market (imagine adding HD DVD type interactive features to online video, that runs fast on Toshiba players because of the Cell processor, that's not to mention improved picture quality due to extra processing via the Cell).
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