The TechZone has posted an article about iPod and Zune

Are we assisting to the birth of the real battle for the next generation of movies for our home theaters? With the announcement by Apple of the availability of movies on their itune library and the release this fall of the Zune from Microsoft, we have the right to believe so. Other big players, like Amazon, are already going after the movie downloading market which seems to be a very strong social trend. Blu-ray and HD DVD is not a social trend. It is something built from scratch by audio-video manufacturers. Those formats are also for big technology fans with a lot of money in their pockets.

Why iPod and Zune could Kill Blu-ray, HD DVD & even The DVD