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It`s always worth remembering that Blu Ray does not absolutely equal Sony Corp, though certainly they have been the most bullish and outspoken in promoting the format.
Correct me if I am wrong, but I do believe that Sony has the most to lose by a very wide margin. If BD fails, then the Playstation line takes a massive hit as well. Sony would essentially be looking destitute if BD was to fail.

I fail to see how anyone can take the company seriously after its launch of Qualia (remember that line that was supposed to be so superior to everything else, but was then beaten by Sony's own lower-end products 12 months later? ); Bug-ridden SXRD sets, forced subsidy of BD in the obsenely-priced PS3 and it's grossly-unethical marketing practices. As a consumer who used to love Sony, I am now simply disgusted.