Gay guys are attracted to masculinity. Straight guys are attracted to femininity.
If you wanted to be very strict about it, you could argue that gay means you're attracted to genetic guys and straight means you're attracted to genetic girls, but is that really reasonable? What if there was a drag queen that was 100% male but 100% passable as a female and you made out with her? Obviously that doesn't make you gay because you were attracted to the femininity and had no idea.
Shemales are not male and not female, though. The female form is the the embodiment of beauty in a way that the male form isn't. Girls are very aware of this and accentuate their beauty, even if they're not attracted to other females. The penis is the embodiment of sexual power. Guys are very aware of this and obsess over penis size and construct phalli as a symbol of their power, even if they're not attracted to other guys.
For many, shemales are the perfect fantasy. Guys know that girls aren't always that into them, or not all that into sex. Some girls are total nymphos, but it's more about their self-esteem problems than it is about the guy. Guys end up feeling like rapists who are supposed to feel bad about their sex drive. Sometimes you just have to say to a girl, "You've got issues, and my penis is not your therapist." But things are different with a shemale. Most guys just swoon when they see they've given a shemale a raging hardon. They know she is totally into him and can't think of anything else.
Females are really the ones with all the sexual power. They usually dictate the terms of sex to men. In a way shemales flip that around. Guys become very addicted to the feeling of putting a tgirl into a fog of lust. I don't think there's anything gay about that, though.
As hankhavelock said, gay guys are attracted to masculinity. I have a lot of wonderful gay friends. I wouldn't exactly say they treat me like a sister -- I mean, I've had gay guys kiss me pretty passionately, and I've had gay guys paw at me, too. But as a rule there's no real relationship potential there. They'd rather be with a man.
Besides, why do you even care about labels? Gay or straight is a paradigm that doesn't take into account where most people actually are sexually, and it really isn't suitable for anything involving transgender people.
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