I've been following all this. There's one thing that went over my head, that is bcastners extreme windows. I really want to learn how to do that!!
Anyway, to your problem. I also believe, as do others, you have some sort of malware\trojan problem. I see you have run a few programs. To be honest, we all need a bit more than you have listed.
On that note, can i suggest you shoot over to trend-micro and do an online scan. The reason is that they have a great site, great programs, and they find stuff that our A\virus and other progs simply fail to find! If they cant help you, my bet is you need a reformat and re-install. They do require you allow their small prog to be installed on your computer but they are completely trustworthy, they have a very good rep. I have used it over 100 times and never a prob, but they have fixed many a malware\trojan problem. They recently changed their format but its easy to follow. I suggest, it its still there, you click on the "auto repair" button, again, they have never done me wrong. They are execeptionally good with trojans and other such malware that our a\virus progs dont catch!
If you do run a trend-micro online scan and you still need to reformat and re-install, can i offer one last piece of advice? Use the hard drive mfgr diagnostic floppy or cd and use the "write zeroes to the hard drive" program inside that. The reason is that some virus\trojans and some other malware survive a simple reformat. But i havent had one survive a "zeroed" hard drive yet. These guys here may offer you a better suggestion but i can tell you that my way has worked fine for me whenever i or my customers machines have had virus\trojans\malware to deal with. When i have no choice but to reformat and reinstall thats the way i go and so far so good. I run the "write zero" program, then i fdisk and format fat32. Then i install win xp and have it format the drive NTFS. Between the "write zero" and 2 formats its a lot safer and its not a lot of work.
Good advice + great people = tek-tips