My new good friend SB Chatterjee hooked me up with the TechEd Presentation on Sharepoint Migration strategies by Michael Herman of Parallel Space. We're not 100% sure this is the actual presentation, but confidence is high.
Good presentation for people who haven't been digging into the situation for the last 3 days like I have, otherwise it is completely consistent with my research and offers little new. (Funny, the literature and Sharepoint migration machine is sure to support and address how to migrate a Sharepoint Server 2001 document library in Hebrew to a Sharepoint Server 2003 in Turkish, but can't support migrating a document library from SP2001 English to Windows 2003 Sharepoint Services in the same baseline language...)
The PPT includes an excellent table on upgrading and migrating Sharepoint products and technologies. I was going to cut-n-paste it here, but since I hadn't seen it elsewhere, I didn't feel good about using Michael's slide without permission. Needless to say, of the 6 tools on the chart, you're SOL if you're looking for a “SPS 2001” in the Source column and “WinSS” in the Target column.
Enough writing about the situation, I better get my butt back to coding the migration app. Now working on the ADO.NET-to-WinSS SQL component.