And, the market cap is now less than the combined market caps of the other area plays. Anyone who wants can chase the shoo-fly-pie, I will be happy to wait for the real thing . My view of risk is that it is very real in an overall sense, but neglible by comparison and relativity. I earlier pointed out BHP's dec line yesterday was as as great as NOT's, so the market has not adjudged NOT's risk to have changed Friday relative to the majors.