The Utility Belt:
Sony (SNE) executives in the United States are well aware that the battle has barely begun between their Blu-ray disc format for high-definition content and rival HD DVD, they told me over lunch this week.
Randy Waynick, senior vice president of marketing in Sony's Home Products Division, said that Sony has sold somewhere in the neighborhood of 100,000 stand-alone Blu-ray disc players so far; that number does not include the hundreds of thousands of PlayStation 3 consoles that include a Blu-ray drive. That number is low enough, I told him, that it probably will be dwarfed by the number of high definition players that sell in the month of November alone. He didn't disagree. (The holiday season and its discounts will really begin to shape the HD player landscape. Note: Microsoft (MSFT) has backed HD DVD with an add-on for the Xbox 360.)