Fox is definitely doing something "weird" compared to most studios, and I'm not sure why.
They are clearly not delivering stock to the distributors nearly as far ahead of the street date as other studios. They also seem to not be communicating as well with distributors to inform them of upcoming street dates.
Maybe this because they are so paranoid about piracy, they don't want pirates to have a chance to get their hands on discs (via a distributor source) before they street?
Or Maybe this is because they scheduled their manufacturing & release windows so tightly that they didn't adequately plan for shipping time?
Or maybe manufacturing at the somewhat limited number of BD pressing plants is behind schedule overall, and Fox didn't schedule enough slack into their schedules to anticipate this?
I fear the last explanation may be the one. There's a lot of competition right now for BD pressing lines. And all the last batch of Fox stuff I got was all BD-50, which means more competition. Think of all the Christmas season stuff that everyone is trying to get stamped right now, INCLUDING PS3 games for the Holiday season. Games, even more than movies, really spike around Q4.
Then we have the statement made by someone about Master & Commander. They said it was delayed from October to next year because that was the next "window" they could get for pressing. That means the schedule is entirely booked from now until 2008 for BD50.
This is ALL SPECULATION but depending on how you look at it, this is either good news (tons of stuff being manfuactured for BD!) or bad news (supply of stuff might be starting to be limited by the capacity of the manufacturers).
It don't think BD-25 is very constrained, however. We recently released a PS3 game on BD-25 and it went from submission to shelf in only around 2 weeks with minimal advance notice. But I suspect BD-50 lines are running 24/7 with not a lot of slack.
Maybe someone with better sources can dig into this more.