Wow, what a day.  Some highlights:

• Kurt DelBene gave another keynote address following Bill Gates - very good presentation with some great demos.
• This morning's keynotes had funny videos during the breaks called "Mr Office Developer Guy" (to the tune of Real Men of Genius).  Hopefully those will make it out to youtube/soapbox soon.
• I attended "Designer / Developer Interaction of Visual Studio and SharePoint Designer."  This was a fantastic presentation given by Rob Howard where he showed how to build custom ASP.NET controls, add them to SharePoint Designer, and then consume them within a Data Form Web Part.  FANTASTIC!
• I then saw Ted Pattison's talk on SharePoint Deployment.  It was a good discussion but most of the talk centered around using STSDEV for packaging your solutions.  Rob had also talked about another solution tool WSPBuilder in his session.
• I also got some very cool demos from three vendor booths:
  • Cameron from Nintex gave an overview of their very cool workflow tool
  • Some folks from HP were nice enough to show me their Sizing and Configuration Tool
  • I picked up a book from the OpenXMLdeveloper.org booth and had a quick chat about the joys of generating Word 2003 XML files.