Yes, I raised an eye brow when I read that.
Not so good, to base a long-term prediction on a brief event, which has not yet happened!
Also, there's some big differences between music distribution (retail), and movies.
Music is far more suited to on-the-go listening - you can walk, cycle, and drive at the same time. So, ties in neatly with mobile devices with direct downloading.
Movies are more of a sit down and watch in the living room thing, where you can have shelves to store discs. Downloading is not quite so appealing.
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