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Alias Born 01/30/2002

Re: TAB post# 72

Friday, 02/01/2002 9:44:48 AM

Friday, February 01, 2002 9:44:48 AM

Post# of 48301
'Morning guys,

Glad to hear zigzag has intrigued the AIM thread(s). I used it last week to weed out two AIM holdings that were underperforming in terms of Buys and Sells. Just not enough volatility for AIM.

I posted at SI my latest trade, a nostalgic sale triggered last night of 10 pct of inventory of ATMI. Company had an upbeat CC and release of earnings, suggesting first visibility of an upturn in wafer starts, which drives ATMI's supplies and service business.

I'd had the shares from long before my AIM days so it was a bit wrenching to sell them off, but the Front Office rules. LIFO gain of 35 pct didn't hurt morale either.

Best to all,
Jonathan

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