There was a lunchtime update for the analysts on all the new WebSphere offerings; this was, in part, a higher-level (and more business oriented) view of what I saw in the technical update session earlier.
We also saw a demo of using Cast Iron (which was just acquired by IBM this morning) to integrate an on-premise SAP system with Salesforce.com; this sort of integration across the firewall is essential if cloud platforms are going to be used effectively, since most large enterprises will have a blend of cloud and on-premise.
There’s a ton of great traffic going on at #ibmimpact on Twitter and the IBM Impact social site, and you can catch the keynotes and press conference on streaming video. Maybe a bit too much traffic, since the wifi is a bit of a disaster.