Gay men don't necessairly act feminine. My current sweetie is a police officer. ( Men in uniforms.... :P
) my previous was a United States Marine. So...that theory is shot out of the water so to speak.
If your one friend is talking about gays for no reason, he could be "testing" you to see if you are a "safe" person to "Come out" too. Many gays and lesbians sometimes "test" other people to see if it's okay to let them know that they are gay/lesbian because of personal safety.
I don't "come out" to every Tom, Dick and Harry, or Mary, Linda, and Sue because I don't know what their beliefs are in terms of accepting gays and lesbians. The last thing I want do is "come out" to a friend and have that person preach me, etc, etc,.
