I agree.
I don't know which "partners" RED eluded to when they mentioned they had received feedback causing them to move REDray Pro ahead of REDray Consumer, but I'm guessing those "partners" are thinking they'd like to be able to distribute to theaters, and then homes afterwards, without ever needing to move the masters. That seems like a cost savings too large to pass up, and furthermore can put distributors in a position to cut out the middle-men (disintermediation) like perhaps rental houses, redbox, netflix, onDemand, etc, thus increasing their own profits from being able to sell directly, but also removing the large legal cost of negotiating with secondary markets the selling rights of each film that gets made.
Whether REDray plays nice with DCI is obviously an issue, as was mentioned; however, I suspect the ultra-low bandwidth requirements of REDray is enough of an eyebrow raiser to warrant some negotiations at the big table.


