Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from the line of Gary Hsueh - Oppenheimer & Co.
Gary Hsueh - Oppenheimer & Co.
It looks like the rate of descent in terms of orders is sort of getting better or flattening out, you got it down 10 to down 25 last quarter and now you’re guiding up 5 to down 15, at the margin, what’s getting better quarter-over-quarter here?
Rick Hill
Well I think from our perspective we have seen a greater interest in the productivity that we offer particularly in the memory business and we’re seeing wins in new applications that we had previously not seen and so therefore from our perspective we’re seeing a little strength there even though I recognized that overall the market itself for memory tends to be weak.
Gary Hsueh - Oppenheimer & Co.
You also touched on the adoption or mass implementation of copper in DRAM devices, I think that’s certainly happening with the Tier 2 Taiwanese DRAM guys moving to copper inner connects, is this something that’s also factored into your guidance or is this a mechanism that you think could help sort of sustain and improve order environment and for specifically Novellus in Q4?
Rick Hill
Well I think that clearly with our product offering in copper and it doesn’t just include our metallization but it includes the accompanying dialectric films that go around the copper I think to the extent that people use the downturn to transition to this technology including the Taiwanese manufacturers, this could help us more within in the first quarter as you suggest.
Gary Hsueh - Oppenheimer & Co.
If you look at the market size for just electroplating, it’s around $200 million per year, with the adoption by copper, how much should that move up from to serve the available market of around $200 million per year?
Rick Hill
Are you talking multiple films or just the copper fill itself?
Gary Hsueh - Oppenheimer & Co.
Just the copper fill itself.
Rick Hill
I think that it isn’t quite a doubling because obviously there are less layers in memory in there are in logic but the number of wafers is substantially higher. It’s probably in the range of up to 350, 375.
Operator
Your next question comes from the line of Mahesh Sanganeria - RBC Capital Markets
Mahesh Sanganeria - RBC Capital Markets
I have a question on your orders, you’re giving a pretty wide range, can you help us a little bit understand what you’re factoring and what could be further risk—are you dependent on any big orders especially memory, for making these numbers because if we have another push-out there could be another down side--?
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