strange trade, page-14

All I'm saying is that in my mind there's a disconnect between what the numbers are saying and what their local actions are. I'd think that if Bigham was a total disaster (i.e. proving that the geology is poor) that Cypress et al would be pulling up stakes during the night and that would be the last we see of them. This is not currently the case.

IMO the key is not the success or failure of their first attempt. It will be whether they think enough of the area to drill another and if so, whether that one is a success. If you review the first EOG or Magnum Hunter wells, there's a learning curve involved with this.