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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (871)	1/16/2002 10:09:53 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Surprise: Analysts really defending RFMD - one firm made it their "Top Pick" (RBC capital markets), while many others like Needham, Thomas Weisel, Merrill give it a "buy" or better. There's no question that they are the top performer in this still weak (but hopefully improving soon) sector and have a new chip coming out which had analysts excited on the C.C. This should limit downside but perhaps not help it get back to $20 for at least awhile. Maybe my ill-fated options are not dead...lol!

To: Dave Gore who wrote (871)	1/16/2002 10:11:44 AM
From: hotlinktuna	Respond to of 16631

I agree Dave on security plays...also found this on LGF: Compendia Distribution Group to Distribute ``Monster's Ball'' Soundtrack 01/16/2002 Business Wire (Copyright (c) 2002, Business Wire) NASHVILLE, Tenn.--(ENTERTAINMENT WIRE)--Jan. 16, 2002-- Soundtrack For Critically Acclaimed Film Is the First Distribution Deal Announced By Compendia Media Group's Distribution Arm, First Album Released By Lions Gate Records Compendia Distribution Group, the distribution arm of Compendia Media Group, announces today that it has signed a deal with Lions Gate Films to distribute the soundtrack to "Monster's Ball". The soundtrack, which includes a score from the writing team of Asche & Spencer, an original track from The Jayhawks, "I'm Your Man," and songs from Jimmie Dale Gilmore, Red Meat and Jean Wells, is scheduled for release on Jan. 22, 2002. This is the first domestic distribution deal announced by the newly launched Compendia Distribution Group, and the first record from Lions Gate's new label, Lions Gate Records. "Monster's Ball," one of the most critically lauded films of the year, has shown up on many movie critic's year-end "Best of" lists, and has yielded award nominations for its stars, Halle Berry and Billy Bob Thornton. "Compendia is proud to be associated with such an important film," says Nate Wolk, vice president of sales and distribution for Compendia. "We look forward to working in tandem with Lions Gate on this album. By coordinating our marketing efforts for the soundtrack with Lions Gate's marketing efforts for the film, both the soundtrack and the film will benefit." "We are pleased to launch our new label with such an important and critically acclaimed film as Monster's Ball and we are happy to be able to do it with an enthusiastic, aggressive distributor like Compendia," said Joel C. High, Director of Music and Soundtracks for Lions Gate Entertainment. "We look forward to our new relationship with Compendia and to an exciting future for Lions Gate Records." Compendia Distribution Group serves the distribution needs of the primary labels of the Compendia Music Group, as well as a select group of releases from third party labels, by selling directly to all major users of pre-recorded entertainment software. Compendia Distribution Group is the distribution arm of Compendia Media Group, an integrated entertainment media management organization, with interests in Music, Home Video, Direct Marketing, Music Publishing, Interactive, Television and Film worldwide. For information, visit the Compendia Media Group Web site at www.compendiamedia.com or send an email to info@compendiamedia.com. Lions Gate creates, produces and distributes a broad range of motion picture, television and other filmed entertainment content through its four operating divisions - - Motion Pictures, Television, Animation and Studio Facilities as well as its majority-owned CinemaNow digital media platform. The distinctive Lions Gate brand is recognized as a symbol of original, cutting edge, quality entertainment around the world. lionsgatefilms.com Ignore this User \| Report Abuse < Previous \| Next > [ First \| Last \| Msg List ] Msg #: Reply Post The stock traded pretty heavily yesterday but just up a penny at 2.48 close...tuna