PCs Mobiles & other electronic products in demand again so more chip companies building capacity.

At this price, BEDE looks good.

Any comments?

Just a short technical intro that you might be interested:

This examines and projects the technologies involved, their likely developments, what problems and choices are facing users, and where the opportunities and pitfalls are. The worldwide markets are analyzed and projected.

Each new generation of IC devices brings about a corresponding decrease in linewidths and minimum feature sizes. The technological trends and innovations in IC fabrication processes directly influences the market for microlithography equipment. This market is the most competitive of all front-end semiconductor equipment markets, due to the high price of the equipment and the potential for high profit.

Optical methods of wafer imaging have remained the dominant force in the IC industry, despite claims made by E-beam, X-ray, and focused ion beam equipment manufacturers that even higher resolution is needed for VLSI devices. Two of the main reasons for the continual acceptance of this technology have been system maturity and the development of more effective exposure ultraviolet radiation. The current advances in optical system will eventually reach their limits, resulting in competitive marketing and technology strategies by X-ray vendors for a share of the microlithography market.

Current advances in optical systems could reach their limitation for 4 Gbit devices, but will continue to be a driving force. X-ray technology is being positioned to step in.

Looks promising, but don't seems to capture alot of interest. Any comments welcome.

looks like a steady rise today.

Aviva has increased its holding from 2.97% to 3.00% on 27 Feb.

Quiet today... a giant in bed.

Preliminary Results for the year ended 31 December due Monday 26 April.

Check out Reuters.co.uk This share got a buy rating with more brokers support it this week!

Thanks Pumacat, I'll go look.

Online spread much tighter than the quote, chart suggests that any movement upwards will take it straight back to 25p. could be a nice little earner given what is happening at IMG. Results out soon should also spur interest.

Results out on the 26th of April, could be a very good price to get in as buyers will speculateon good results given growth in the semi conductor industry and as a similar company to immagination, risky but potentially very rewarding at this price.

One large buy and several smaller buys, this should move promptly back up to the 25p area before results come out, very oversold at the moment given the bouyancy of its markets.

Bede- Iam puzzled by trades this morning. Can anyone explain why a (single protected transaction) of 150k at 18p hasn't so far dropped the bid- which was up from 18p to 19p this morning? Last trade yesterday was another SPT 200k at 18p.

At last they are finally reporting the good news!

Get ready for the ride.


05/04/04 07:30 Bede order backlog 3.2 mln stg on April 2 after winning new contracts AFX

05/04/04 07:00 Trading Statement RNS

UP 14.8% so far today

Stonking news, should be above 25p very soon, delayed protected trades definitely buys, should be a good one for the short term as results are out on the 26th I think.

Yep that's what the RNS says.

Order backlog is 3.2m against 2004 expected turnover of 8m, looks as though they should be beating their turnover for 2004 quite comfortably. Interesting to see if they have reduced costs, this will bring profitability through faster. Bede should benefit dramatically through contract wins as this should add directly to profits, expect increasing interest as we move towards the results, another contract win will probably secure their future profitability.

ehall

They are in a very good position.

What they need to do is get the good news out.

They are not very good communicators, the only reason we were told about this good news is because they were announcing the results date.

Chart still looks good for a 26P mid price, gains being registered every day!

Should be much better than that judging by the large increase in investment by their customers.

BEDE is the only supplier of some of the equipment that Intel needs.