I think your stock play there would be BBY..especially with the quarter that RSH put out today...they're up almost 16% on a down 200 day..if things are that good there they should be great at Best Buy....also GLW is usually a good way to go to play HDTV or Blueray....for the TV side of the trade anyways...
for me, the DVR is invaluable.....a digital video recorder, or "TIVO-type" device (although I don't have a TIVO brand) lets you record video onto hard drive......if something is on, say, the History Channel, I record it at the press of a button, and watch at my leisure, skipping commercials......
one trend that keeps up with the ever increasing demand for storage is High Def, which uses like 5-10 times as much disk space as standard resolution.....one more reason I think the demand for storage will continue unabated....
I have had a DVR since 2000, when I bought a Sonic-Blue ReplayTV.....my wife, at first the biggest skeptic, now is the biggest fan of DVR, since she can easily record her soaps automatically, and skip commercials (wow, like 60% is commercials on those programs).....nowadays, I have an integrated DVR "tuner" that can record in HD, and rented from my provider......
now, don't ask me about my Sonic Blue stock experience.....classic case of great product, horrible investment.....(TIVO, which survives despite losing so much money, has been lackluster for YEARS)....