There is too much unknown right now, none of us may have any idea what is going on. It was just a thought. The one thing the subs on episode 3 made clear, the Varja are not a secret. Atleast one other fleet has been attacked before, if not multiple. I'm just trying to place the blond with Zentradi ears and the mystery variable fighter.
Speaking of fleets, we did have a question definitively answered in this episode, the Megaroad and New Macross fleets were not the only ones out there, there were smaller fleets (as many had guessed). This clears up the confusion over fleet numbers.