Stephen Swoyer at TDWI wrote a good piece on Microsoft’s acquisition of DATAllegro entitled "Analysis: What’s Behind Microsoft’s DATAllegro Acquisition?"  Definitely worth a read.  I too expect Microsoft to say more at their BI Conference which runs from October 6-8 and is located in Seattle  I went to the first conference last year and found it gave good insight into Microsoft’s BI directions.  I expect there will be much more this year especially now that PPS is a shipping product.