Question-and-Answer Session
Operator
(Operator instructions) Our first question comes from Bill Ong for the American Tech Research.
Bill Ong – American Technology Research
Yes, good afternoon. I just have two questions. What’s your ending backlog for the quarter? And also, if you can also add some color on 2009, I know you’re not prepared to give any formal guidance but obviously with the weakened CapEx from the Seagate and Western Digital Corp, it looks like they won’t be shipping – their low buying of equipment of maybe one or two machines, but any comments or you’re just trying to make us – what do you think is the spares and system upgrades business is going to be in the first half of ’09 and just in general, color or numbers would be helpful. Thanks.
Kevin Fairbairn
Okay. So I’ll let Jeff comment on the backlog and then I’ll talk to where we see the business in 2009 without giving in to any specific guidance.
Jeff Andreson
Bill, the backlog is $18.5 million and it’s about a third photonics and the rest is equipment.
Kevin Fairbairn
So Bill on the business applications, I try to explain during my presentation here that was – we see that there may be a modest amount of capacity additions. We do see some significant opportunities for legacy tool replacements. This would be taking 250B or the surfaces and replacing them with 200 Leans not from the bidding [ph] net capacity editions, but now these tools will be much able to support their very significant growth in mobile. The other aspect of the business, Bill that could be strong in 2009 is technology, in particular, the systems for pattern media. At this point, no one has R&D pilot line system that could be use in manufacturing – potentially used in manufacturing. We’re working towards developing the Etch modules to develop the 200 Lean to provide that capability, and we know there’s strong customer pool to get pools like them in 2009.
Bill Ong – American Technology Research
Great. Thank you very much.
Operator
Our next question comes from Hongyu Cai with Goldman Sachs.
Hongyu Cai – Goldman Sachs
Hi. Thanks. In your previous call you are very positive on your 2009 demand forecast. With the weakening macro environment, could you talk about how your expectation has change?
Kevin Fairbairn
Right now, we’re in the midst of doing a whole bunch of scenario planning because the drive number could be down. On the other hand, there’s some factors which could increase on those. There’s a significant decline in this selling prices of laptops, so we’ve got emergency networks. This could have a great positive impact on the growth in mobile and therefore we’re immediate for that as – I think given the market situation right now, I’m talking in general, I think until we get passed this very difficult month of October and things begin to settle down. It’s been very difficult to project the – what’s going to happen in’09? If those people are correct, we may begin to see recovering in the latter parts of ’09. That could be positive for us, and that’s why we’re maintaining our ability to respond very quickly to customers in the capacity systems (inaudible) night support the back end.
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