I've been waiting for a cheap HD-DVD/Blu-Ray drive for the 2nd bay in my Mac Pro, but more and more I'm coming to agree with the OP that Apple is moving away from optical media entirely. I base this, of course, on the MacBook Air (a move I applaud, btw) and the fact that the Mac Pros just had a refresh with no change in optical drive. That was the time to do it, and if they chose not to for the next year or so (typical time between Pro-level bumps), probably they're not doing it at all.
While I own 30-35 HD-DVDs, I'm really moving toward an optical-disc-free existence. I don't remember when I last burned a DVD (and I've burned over 500 in my backup/piracy career). I think Apple is moving this way too. Hard drives are so cheap, 20 cents a gig. Gigabit network devices all over my house, what's the attraction of optical discs again?
I was reflecting earlier today in a conversation with a friend, that, while it seems Blu-Ray has won, or at least that HD-DVD has lost, if they released Star Wars or LotR on Blu-Ray, would I buy a player? Probably not. I'd be happy with a 1080p MKV HQ rip. I'm a mid-low end audio guy anyway, and I think a 12gb MKV can be pretty transparent to HD-DVD.