Just having that conversation required getting a mutual NDA in place, since the conversation involves revealing your capabilities (even if not your sources). And that's assuming you're even aware of all the NDAs your company has signed with other companies, which isn't always the case. Speculation or name dropping in public could violate an NDA you're not even aware of, then you find yourself having to defend your speculation as just that, rather than as revealing proprietary knowledge (that you didn't actually have but your company did).
At the end of the day, it's easier to default to speaking in generalizations rather than risk the potential repercussions of not doing that. :-/