9:58 | The showdown is set to begin in about a minute. A coupe of initial observations: I'm estimating that the press makes up nearly 10 percent of the audience (that is highly unusual). The room is not nearly as packed as I expected it to be; its maybe only half full. Me thinks a large section of the conference goers must be experiencing the painful wrath of sixth street right now.

10:05 | Panel has begun....