SSD (solid state drive) not kicking in yet as expected; PC units seem to look strong but seems to have little impact on DRAM pricing - DRAM pricing appears to be weak.
IMF (Singapore officially pushed out)
James was questioning why NVLS was guiding towards low end compared to peers...looks like Hill threw out a bone (about future guidance though he refused to give future guidance) just to see what analyst would catch it....
James Covello – Goldman Sachs
Good afternoon, guys. Rick thanks so much. If I can just follow on that topic a little bit maybe not just AMAT, but also Tokyo electron and implicitly Lam Research all guided orders up pretty significantly and without asking you to comment about any one competitor? Do you think there is some potentially some issues with regard to customer exposure or process technology or what you think more broadly, because it does seem like more broadly couple the other competitors are seeing some differences even one set of the same calendar that you do.
Rick Hill
Yes and as I highlighted before, in our forecasted information we were pretty conservative and what we thought was going to happen within Japan, Korea and Singapore potentially some of the other people work quite as conservative. I think from a standpoint of exposure on a customer base, there is not going to be a big difference time around and it would be a timing difference, it would have to be October issue relative to it falls in our fourth quarter versus potentially their third quarter it’s the timing issue. So, those are the only things that I can think of.
James Covello – Goldman Sachs
It’s helpful. Thank you.
Operator
Our next question comes from Mahesh Sanganeria with RBC Capital Markets.
Mahesh Sanganeria – RBC Capital Markets
Hi, Rick. I just want to follow-up on the comment you made earlier, I just want to make sure that understood clearly, did you say that order in the second half is going to be better than the first half?
Rick Hill
The combination of orders in quarter three and quarter four will be above quarter one and quarter two.
Mahesh Sanganeria – RBC Capital Markets
So that would imply even if I make it flat that would imply your order will be up 40% in December quarter?
Rick Hill
You’re free to do any math you would like.
Mahesh Sanganeria – RBC Capital Markets
Okay, that answers my questions. Thanks.
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