02 Figure 30: Sales revisions - The % below shows the change €n 2015 consensus estimate since May end Cons. 1725 1625 1525 1425 • 1325 1225 1125 1025`. 925 Disc. (Sbn) — down 0.1% 2016 • 2014 ni t,44. IV3719799111:: pr= 2000 2011 2 Cons. Sta€3les ($bn} - down 1.4% 'MO 2016 1400 2016 .../. 1300 20irj‘Z sest ., ra. 1200 lgS..... Iwo 1X°92010 22114109.1". Enefov 2030 1800 j?J2_ 1000 1400 1200 1000 BOO ($bn) - down 1.0% 2012 2013 CI.: 2009 10 Financials (Sbn€ - down Olt) 1400 i I3013 1 20i44%;::r. 1200 ' 11 2°12 . 4,....e.14/ A 2009 2013 I ICO 2010 1000 : r e. 1000 Altos 9C° 930 . . . . . . 4444'.--,...... 00000000000000 On 4,,44" "" . - 000000000 ooe0000 2$4 8 ilc. ,.0...... ;., .,:.... 4 0000000000000000 .4 7?)?2"?'"--""'"'"'" Gdoo.occoceeeoec 1'ionliht,i:Ir 1700 1603 • 1500 1403 1300 1200 1103 1000 Sim} Err, 1 0,, 20). 4.r2 70a2.02e...+ 2011 2009 201 .11thi0tfi (''0: W11 2 0",.: 1300 • 1250 1200 2013.4,4 : 4 1150 IWO At... ft. . 1000 201 1030 9t0 ; 0 900 1 660 non coo' technology ($bn) - down 0.011.) 14130 2016 1300 2016 '91144 1200 , 213.11%S ir* "..' 11130 1 1000 1 2012 9C° 1 2009 ./4ftr&79....'"' rco Q( .-o ore' Materials (Stir p 0.St•i - 420 2013 ,, 0, 400 380 I 20 NO 330 2011 no ' 200 010 260 009 OCO too 2010 2 112.1:6 2 . 565S5Ba65t 240 44?4 '" - " — '7"""' stsssatat6t6savg 4 44" -- """'"' 0 stsi . :-N.4;,:ii.. • 000.00.0000a0000 : • cis% 360 340 • 320 20 300 2014 90 280 2012 Utilities (Sbn) - dow_.1111n 1.0% 350i 2016 340 1 330 J 2011 2013 20150% 320 .12039 2012 14 310 930 S&P 10000 9:03 91300 MOO OCCO 750) 7C00 WO 0030 6600 ex Fin (Sbn) - down O.Cir. - 2016 2014 2016, 2313 t:r;r416%.1%7312 2011 S&P 11000 10503 SOO (Su 1111 _.m .- down 0 3to Id I I .? att. ), 10000 9300 6500 8000 7500 7000 ts •....- 4 .7011 0 260 2 240 220 !SS 0 Et 9 9 :: r,-- V 9 V 9 :c• 9 $' V g 230 722 SER ° "" ney ! et z:r.g .2 . 4 ._.:. ,... -.. ... ... ................ *P tr ":".."4 7 n 7 ... r. ..sg........gg.g 444;" -- """ -- " ......... O .....'s Sane 46493 end Amen* Sent Main lionenat p m Nall Aal.80 in Aft. 2010 Sr OM niuMed to Sip Cain Sepia ZOO Anal it Oct 21120.1 Is OUT NO. IS?. Cow 10121004.,44 dee WON eesilliol' el Adak° 74.4o.vot 10:1/12Antpa f es is an Ono it ow Son* acsotkei CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0118511 SDNY_GM_00264695 EFTA01458546