Anon, there is also the issue of MS being a founding member of the Mt. Ranier spec--this is largely concerned with recording data though and had nothing to do with video--which will be the largest application for DVDs. But, yes, HP, Dell, Phillips, Sony, and MS have been in league together on this issue for a while--MS has just been waffling.
Everything you say about compatibility is correct, although the newer devices will have a high compatibility rate. Of course, this could be more confusing for those that have a DVD player they have purchased in the past few years up to about mid-2003.
Having Sony and Phillips sounds nice, but Sony and Phillips don't have a lock on media or standards on this issue... And as I pointed out, customers are pissed at HP, Dell, and others who foisted DVD+R on them and claimed they would be able to do a software upgrade. SO these guys aren't really proving themselves as market leaders.
DVD-RW, on the other hand, has Pioneer, Samsung, NEC, adn Hitachi which about balances out the big providers of players and recorders. And Pioneer is kicking ass in recorder production, and Apple is way ahead in terms of computers w/recorders.
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