This makes me very happy. If there's one thing that handheld gaming devices need these games, it's to be/have the option to be digital only. It's great to know they already implemented this into the 3DS. Especially after seeing the size of certain games, such as Pilotwings Resort, which is something like, 400mb I think.
It's also nice to finally have confirmation of this. For the past year Wikipedia has said that "a new 3D and 2D Mario are in development for the 3DS" but I don't believe it had a source. Fingers crossed for New Super Mario World..
Overall this was a nice surprise. I didn't even know there was an investors meeting.