The secrets are about making the chip, not some torrid affair in Sunnyvale.

No new information was in the press release, per NDA.
No, you're being ridiculous. The secrets include information a client will use to determine whether or not they want to go with eASIC. Like defect rates, cost per wafer, and that kind of thing. We don't even know what the
PRICE of this service is.
It could have been a situation where Ken signs the NDA, and eASIC tells him it'll cost 1.2 million dollars and take six months, and have a yield of 10%. In that case, obviously he wouldn't go with them. But the NDA would still have been signed.
Saying there was an "agreement" because the NDA was signed is ridiculous.
We already knew there was an agreement because we helped Ken raise the NRE, knew he had a successful meeting, and signed an NDA.
That's why the rally fizzled in no time. This isn't hard to understand.