A complete day at TECHED without a mention of "On Demand"

i have spent the whole day at SAP Teched and during the full day i havent heard one comment / mention of On demand that is in the 2 keynotes 3 round tables and some meetings….i would like to understand ….what the
1. Eco system
2. SDN
3. BPX
Are doing in / for the SAP On Demand solution space….Is there nothing now???
Why this comes up is during sapphire i wrote out a post that SAAS/On – Demand is not a core belief in SAP, i think this goes on to strengthen that view.
If somebody in SAP disagree's i would like to meet them….