Rivergate Software Inc. - makers of DVDAfterEdit

One thing that I'm very curious about is how the presumed demise of HD-DVD actually impacts IP licensing and associated revenue streams - because this is of course what all the fuss has been about anyway. One obvious loser is Microsoft which provided HDi technology to HD-DVD. That's a write-off. And a winner is all the new tech for making BD media and cutting BD masters etc. Then there's BD-J (built on GEM/OCAP/MHP/HAVi).

But there's a lot of overlapping IP too. For example, both formats support the same three video codecs so the death of one format would hardly impact the folks who own the IP behind AVC and VC1. Similarly, most of the audio formats are shared so, again, the death of HD-DVD is not likely to perturb things to much for folks like Dolby and DTS. And both formats support AACS (though BD requires it and there are two BD-specific technologies that survive: BD ROM Mark and BD+).

What are the other winners and losers in the IP game? Anyone know?

Michael