I think M$ is counting on IPTV style downloads, where M$ can make some money. 5-10 years away from beginning to spread to the mainstream. At least. Fat broadband pipes to the masses won't be here any sooner. Verizon has already started, and how far do you think they'll be in even 10 years?
And the prices I've read don't appear cheap. Certainly cheaper than owning- but you only get to see it once, and poof! If a rental costs 1/3 the cost of buying, and you have to start downloading several hours before viewing, is it worth it?
And for best effect for AQ, those new receivers and speakers would be needed anyway. Some will upgrade. Some/most won't. Either for dl or BD.
I am not going to wait hours to view a movie.
GL Seagate into getting people FIOS all over the US ( And if they want to win, get FIOS all over the world) I really want to see that happening.