Walconist, you're right. But ANY scientist could have gone up there and given the exact same presentation.
Only this wasn't ANY scientist. This was a guy who's been working on something for 20 years. This is supposedly a technology that will change the world. I get that scientists rarely want to toot their own horn, but would it have been such a bad thing for Dr Taylor to talk about how the light bulb came on over his invention in the first place? Or how he looked at the semi-conductor marketplace and decided the best way to go was to integrate new technology into existing fabrication methods?
A new investor friend of mine who's an advisor just watched the presentation said exactly what I've been thinking...for a company that professes to have disruptive, game changing technology, you would never have known it by watching this presentation. He's bang on.