For Investors Only -- Idle Rambling -- XOM, XTO, EOG

Data points (links not provided):

• XOM bought XTO last year for the natural gas play
• XOM looking for another acquisition in natural gas
• XOM prefers acquisition to be in area where XOM already operates
• EOG has historically been a natural gas play
• EOG's Yahoo profile mentions only natural gas, nothing about oil
• EOG switching to emphasis on oil
• EOG at the top of the list of T. Boone Pickens' top five energy picks
• EOG was number 1 producer of oil in North Dakota in 2010
• XTO #10 in production in North Dakota in 2010 and 2009; not on top ten list prior to 2009
• XOM's operating cash flow: $55 billion annually; cash on hand: >$12 billion
• EOG's market cap: $28 billion