This makes things a bit more interesting – but I have to agree with the Blu-ray folks on this one. Overall, what’s the big deal? Microsoft doesn’t do HW. The codecs are the same. Both formats use AACS, BD adds more on top. Unless MS is going to surprise everyone by dropping HD-DVD into the XBox 360 *now*, as in for the launch, I don’t see them making any real impact.
Intel also doesn’t make optical drives, and I don’t think they even make chipsets for them. What difference does it really make what Intel backs in optical media?