Sulasailor, I don't have any insight on the lecture. I only have those tweets by CEA Leti like everyone else.

Having said that, I agree very much with what have been said here already: Talks between talks, talks during coffee breaks and lunch time were/are great opportunities for participants to ask Suresh why he changed job and what this company nobody has heard about is doing.

From a shareholder perspective the nice thing is that Suresh won't let them sign an NDA in the coffee break before answering. Sure, he won't tell them any secrets, but I might be enough for them to start doing some DD on their own – perhaps including reading this forum, cough, cough –, buy some first positions and spread the news.