Well this has been an active thread
I just got an email from Kobo..... they gave me a tracking number! Interestingly enough the Kobo One when purchased from Kobo directly (kobo.com) ships from China, when I ordered my H2O (and eventually harassed Kobo enough for them to give me a tracking number only to have the device arrive later that day) it shipped from Canada.
Estimated delivery is the 8th. I'd rather have had it on the 6th, but it's not like two days will hurt.