Upgrade from SBS 2003 Premium R1 to SBS 2003 Premium R2

Sounds crazy but guess I am stupid - so I just got my sbs 2003 R2 premium dvd and I just don't get the upgrade instructions..
It says in the release notes (over and over) that you must get to 2003 sp1 before moving forward..
Well, I am already there.. It says the first 5 cd images are to get you to sbs2003 sp1 (so I assume I don't run these).
The only options left are 3 premium cd's which look like SQL workgroup, isa server and wsus.. The premium technology cd's...
Don't I need to upgrade the base os before installing the premiums. (if so how do I do it)
In any case nothing seems happy here..
btw, server and all components are ok for R2.. Pretty straight forward install.. I also have a copy of r2 premium on cd's (can use either one).
sure it's something I just can't see..
Thanks in advance for any help..