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Berliet

12/01/06 1:43 PM

#59988 RE: southacresdave #59985

Re: southacresdave / ALY


Thanks for pointing out. Those are mostly options exercised and sold transactions, I dont know whether it is company policy or voluntary but they do have a history of such transactions. What I like most about ALY is their management, they seem to know what they are doing both from strategic and execution stand point, and it is reflected in the share price appreciation over the past two years. I had many reasons to sell in the past two days i.e. steep price appreciation (breakaway gap yesterday per Len's definition), NG inventories, some on this board selling (specifically R59), over 100% gains, the only reason I did not sell was Management. FTK has great business, but it was the same reason that I loaded on it a couple of months ago. We will see what they do with that monsterous shelf offering.

Regards.