You seem to have overlooked that CDs and DVDs aren't the main way to get programs now. You can download them from the internet.
Sure downloading software was/is the inevitable future, getting rid of the optical drive just gives the average Joe the little push he needs to get with it quicker.
Edit: Truly confused about the downvotes (and upvotes for parent). Since when is anecdotal evidence a good supporting argument in a discussion on HN?
By the way, I can confirm that observation. Now we're at N=2.
from 2003, http://www.highbeam.com/doc/1G1-110814573.html
Once the decision to purchase is made, 78 percent of the
participants said they wanted to use the product right
away and therefore choose to immediately download the
software. When purchasing CD-ROM versions, specifically,
46 percent requested delivery within a few days.
they don't mention sample size and perhaps have an agenda.