> 'm just unsure about the increase in spinning drive sales.
Believe. Most of the increase is almost certainly embedded in DVDs. Every cable company and sat operator pushes them now. They get a small monthly fee for the feature. Since the cable box already knows how to demodulate digital cable from the wire/dish and decode MPEG2/4 and offer a complex menu and guide data, the only additional hardware is the hard drive. So they are renting you a $50 (quan 1 from you choice of online vendor) product for $10/mo. How can they lose?