@contextfree`: Point taken, but while the whole package out of the box may be a big deal, all of these things have been possible before and while it's good that things will be easier, what's new enough about all of this to be as big a difference as Windows 3.1 vs. Windows '95? New APIs that make what was possible before, slightly easier, isn't that big a deal. Support for ARM, was announced a while ago, and demoed at Mix'11. Touch isn't new.
Why switch the conference from "PDC" to "BUILD"? There's something going on deeper than what has been announced, otherwise MS devs wouldn't be saying, "None of us at Microsoft can say anything until //build/ in September"; everything you mentioned has already been officially announced (except the new version of COM, AFAIK). One thing is for sure, I'm going to do my best to make the conference this year. I'll be sorely dissappointed if things don't pan out along the lines I've predicted. I've been wrong in the past, however, so I won't be too surprised, either way.