Think of the sheer volume of computers that are sold. Whoever can get their recordable drives into a general market computer will...well...win. Toshiba once again has a huge head start as they already have put non-recordable drives in their own laptops. Oh, and you can buy one right now from a major electronic store. Acer is the next one to get into the HD DVD laptop game and has one on the way. A major manufacturer of both HD DVD and Blu-ray has indicated to Reuters that, yes, Sony is about six months behind Toshiba.
While Blu-ray has great studio support right now, that may change. The computer industry is dramatically bigger than the home entertainment industry and will have a bigger impact on the format war.