I agree that we will be moving to a new on demand paradigm, in fact I said as much here. In answer to your question as to why, who knows what the actual timing will be on these services, in the mean time HD-DVD is here today. As an enthusiast I’m pretty excited about the new formats but I also realize they may never reach the popularity of standard DVDs. If we go full circle back to the OP’s original question about audio even this on-demand video is going to need a transport mechanism and I suspect for the next decade or so that is going to be some incarnation of HDMI.