[[The two straight lines you have drawn will meet somewhere west of Stephenville, close to the Comanche/Erath border. This is the dead zone that I was refering to]]
OK, yeah I pretty much agree with you.
[[And if they can not figure out how to make economic wells in the dead zone, IFNY has no shot, partner or not. ]]
I wonder about their completions in the area. I know it isn't right next to that area, but it is close enough for consideration, but look at XTO's wells in SW Hood. There are several of them in the area, and almost invariably they are much better than any offset operator's wells (including EOG and Burlington). Is XTO doing something the others aren't on completions? Would whatever XTO is doing make a better well in Erath, for EOG or IFNY? Looks to me like there is still some code cracking to be done.