Well I hope they don't both lose, because streaming stuff is vastly inferior quality, and has even more DRM restrictions than Blu Ray and HD DVD.
It's been pretty much a forgone conclusion Blu Ray was going to win, and the analysts are pretty much all saying it's happening faster than expected.
I wouldn't want them to have it be standard (yet), but it would be nice as an option at this point. It drives up the price around $500 on Dell's systems, so definitely not standard!