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Jeff Nolan has some notes from Vortex (1 and 2). I always like his get-to-point/funny comments, e.g.,

most people I spoke with liked Schwartz's presentation, however upon further questions it appears that they like his style and command of the facts. At any rate, he alone did not change their view that Sun is the first vendor to get voted off the island.

Or, on IBM:

good question: is on demand something I do or some set of services that I buy? Answer, IBM wants to help their customers be on demand (huh? so is it something I buy or something I do?). Actually, he almost answered the question, it's a services opportunity for IBM. Surpise, isn't it.