For me, this was my impression or "take away" from Collaborate. It didn't really seem surprising to me that 9.3 wasn't announced. It really seemed to me that they want to transition more to a continuous release model. They are putting effort into making upgrading less painful (there is only so much they can do on that though IMO). They want you on 9.2 and they want you staying current on ESUs. There were plenty of sessions that repeatedly stressed the importance of staying current and continually taking ESUs.