It's 10:12 here in Amsterdam and we're already on the 4th presentation here at ecomm. I love it. There's a very active twitter backchannel under the #ecomm hashtag. I encourage you to follow that if you can. The big question of "can telcos change or will they just die" has been addressed, but not conclusively answered yet.
I'm speaking in an hour or so. Wish me luck!