So far the message on VS 2010 is consistent: no mobile development support at release.

I have also seen statements from Ballmer and his close minions that 7 Series development will be limited to "partners" for quite some time, where this refers to cell phone carriers. WinMo 6.x devices are expected to continue being produced for years.

You're right though, we don't really know anything because some things are far from final and others might disturb the market if revealed. The next "drop" of official comment from MS seems to be scheduled to occur at Mix10. This in itself might be revealing, since Mix is anything but a programmer event (let alone a Mobile/CE programmers' event)... that is unless you consider "web developers" to be programmers.