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Strategies & Market Trends : Ride the Tiger with CD
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To: koan who wrote (120266)6/25/2008 12:08:06 PM
From: maxncompany  Read Replies (1) of 312830
 
Well, perhaps area plays will outperform GXS going forward. They did recently as you pointed out. Today their losses, though, for most, are larger than GXS's.

They may outperform until reality sets in. That is, until they actually drill, and have to stand on their own, and not on GXS's coattails. That reality could be good if results are good. For some, the reality will hurt. Until then, the basket of area plays should do well. But when reality sets in, people had better be in the right ones, because drilling will boost or kill area plays depending on drill results.
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