I had a nice chat with him at the ASM. That is when he confirmed the data center power savings and also told me he did a lot of business with Apple in his younger days and was an early investor. He is tight with the money. And yes, he gets tongue tied in his delivery.
I spoke with JM one on one many times at UCM office. We didn't negotiate money but he doesn't present very well. Stumble over his words and lacks confidence when speaking to you.