I think it means exactly what it sounds like. Come early Jan WB will drop BD like a rock if it doesn't meet expectations. I mean after all Warner has never said anything that they didn't mean. Well there was that who back HD DVD thing but that doesn't count.
WB is a hore. They probably dropped this line so a bead of sweat formed on Sony's eyebrow. Next they will go back to Sony and say "give us a break on the royalties of else". They know they have the best selling title this season. But that's just my opinion, you all can go back to your fight, lol.