personally i dont have any stats - so i dont know who to believe, care to post some that backup your side of things?
Frankly, I'm not sure that it really matters. Specifically, just consider what's been said:
A: BD adoption is growing (however fast)
B: Sales of (BD+DVD) is in decline (-15%).
Thus (A + B) suggests that BD is cannibalizing DVD sales in what's a shrinking pie of overall sales.
And how strong this cannibalization is is merely a TBD based on (A)...the key point is that it's still cannibalization. And the overall shrinking part can be attributed in part to the Economy, but not necessarily all of it - what's unknown is the consumer behavior:
(C) is he "buying a new horse" (replacing their existing DVD movie library), or
(D) simply "jumping horses" (moving to the newer BD technology)?
No, I don't know this answer either, but it is IMO clear that this C-vs-D question is important because it's what's needed to gage the relationship between the reported -15% versus the severity of the Economic downturn to understand if there's really going to be a good opportunity for a sales rebound for BD/DVD media in the future (ie, big or none).
FWIW, it seems somewhat plausible to postulate (yes, this is a bit of a reach) that the recession may actually play into Apple's strategy, because it helps suppress physical media sales, which may give broadband distribution technology more time to catch up on its bandwidth shortcomings and thus, have a smaller installed base with which to compete against.
-hh