Here are my notes from this session, which, BTW, is the best talk I've seen today. (The best yesterday was Eric Whitley's.)
Interesting stat: 80% of the Fortune 500 use .NET.
Microsoft is committed to a January 2007 release of Excel Services for the Web, which has interesting implications for ALUI. Perhaps there's an opportunity here for building ALUI/MS Excel integration the right way. Finally.
The .NET Application Accelerator is coming in a matter of weeks. It will expose any .NET application as a WSRP service that can be consumed by ALI or WLP.