IF the movie studios and movie-sellers can connect "Sony-Philips licensing fees and anti-piracy" with the collapse of the disk-sales market, then this Quick Appearance Of A New Standard might be great news.
Because Sony-Philips bought those studios' exclusivity into BluRay with the promise that this would make them kajillions that DVD Sales never could. And no one sees BluRay sales ever coming close to the peak years of DVD sales volume.
Maybe just maybe this will mean that all the kickbacks from Sony-Philips cannot sell consumers down the river into some single-entity proprietary format like BluRay again. Maybe we'll see viable alternatives (HD2!) that are developed by a coalition like HD was, and maybe the Consumers will have a chance to display an economic preference rather than being stuck with the only option left standing.