Excess inventory driving Black Friday Blu-ray sales?

Just two weeks ago the Wall Street Journal was telling us that Blu-ray still hadn't arrived, players having an average price way up there at $350 and only 1.7 percent of households owning one. Now the WSJ is telling us to watch out for Black Friday, indicating that retailers have warehouses full of dusty old BD-Live-less players and will be slashing prices to get rid of them. Brick and mortar shops are also said to be cringing at the looming threat of digital distribution, which could be another factor driving low prices this holiday season. The $150 price point, which we've seen predicted elsewhere, is mentioned again, and with units on store shelves around the nation for well under $200 we just might be getting close to mass adoption of the format. Now, if only they could do something about those $30 movies...