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									E8      BAY AREA NEWS GROUP               111                                                                                                                                                 SUNDAY, APRIL 18, 2010


SV150

                                       SV150 TOP 10 LISTS
         SALES CHANGES                                                       WORK FORCE CHANGES SALES PER EMPLOYEE
Combined sales for the SV150 fell 5.8 percent in 2009 compared to            The number of workers employed by the SV150 dropped 5.6 percent                Sales per employee among the SV150 as a group fell in 2009 by
the year before, the group’s first decline since 2001 when sales             in 2009 from the year before. The decline followed a record 20 percent         $737, or 0.2 percent, compared with the year before. Companies
dropped 18 percent in the wake of the dot-com bust. Sales dropped            jump the year before that was largely due to Hewlett-Packard’s 2008            can improve that number by selling more and employing fewer
last year at 88 companies of the SV150, or about six out of every 10.        acquisition of Electronic Data Systems.                                        workers. Sixty-two companies were able to increase sales in 2009,
                                                                                                                                                            while 83 cut their work force.

Biggest percentage gains                                                     Biggest percentage gains                                                       Biggest percentage gains
     SV150                                      2009 sales                        SV150                                           2009                              SV150                                    Sales per
Rank  rank      Company                           (millions)   1-Yr. Chg.    Rank  rank       Company                         employees       1-Yr. Chg.    Rank     rank    Company                  employee in 2009         1-Yr. Chg.
1       131     Jazz Pharmaceuticals              $128.4           90%       1         88     Silicon Graphics                    1,300         309%        1         131    Jazz Pharmaceuticals           $563,373               80%
2        70     Rovi                              $483.9           47%       2        113     Netlogic Microsystems                 550          116%       2          38    Spansion                       $414,898               58%
3       136     Affymax                            $114.9          39%       3        129     Ikanos                                588         103%        3          70    Rovi                           $403,259               45%
4       121     SuccessFactors                     $153.1          37%       4         30     Brocade Communications              4,070           44%       4        136     Affymax                        $803,490               43%
5       124     Genomic Health                    $149.5           35%       5          71    Blue Coat Systems                   1,434           39%       5          45    JDS Uniphase                   $299,350               41%
6        30     Brocade Communications            $2,061           33%       6         84     Align Technology                    1,895           36%       6           2    Apple                         $1,361,749              32%
7        10     Gilead Sciences                    $7,011          31%       7        143     Cavium Networks                       467           35%       7          66    OmniVision                     $402,782               29%
8       119     ArcSight                          $165.4           31%       8         111    3PAR                                  591           31%       8          98    Symmetricom                    $282,578               27%
9       128     Conceptus                          $131.4          29%       9        118     Natus Medical                         635           27%       9        109     Openwave                        $325,717              23%
10       50     Equinix                           $882.5           25%       10        73     Synaptics                             524           25%       10        121    SuccessFactors                 $230,503               23%


Biggest percentage drops                                                     Biggest percentage drops                                                       Biggest percentage drops
       SV150                                    2009 sales                          SV150                                         2009                              SV150                                    Sales per
Rank    rank    Company                           (millions)   1-Yr. Chg.    Rank    rank     Company                         employees       1-Yr. Chg.    Rank     rank    Company                  employee in 2009         1-Yr. Chg.
1       122     Silicon Image                      $150.6         -45%       1         38     Spansion                            3,400           -61%      1         88     Silicon Graphics               $228,492               -71%
2       148     Trident Microsystems                $84.8         -43%       2         45     JDS Uniphase                        4,000          -44%       2        148     Trident Microsystems            $132,461             -44%
3        85     Infinera                           $309.1         -40%       3         66     OmniVision                          1,328          -29%       3         85     Infinera                        $317,352             -43%
4        62     Palm                               $582.8         -38%       4         42     VeriSign                            2,328          -29%       4        113     Netlogic Microsystems           $317,616             -42%
5        38     Spansion                            $1,411        -38%       5        132     Magma Design                          732          -29%       5        129     Ikanos                         $222,259              -39%
6        44     Lam Research                       $1,198         -37%       6         44     Lam Research                         2,711         -29%       6        122     Silicon Image                  $286,291              -36%
7        59     Novellus Systems                     $639         -37%       7         58     Plantronics                         3,600          -28%       7         62     Palm                           $620,679               -31%
8        39     KLA-Tencor                         $1,374         -35%       8         25     Robert Half                         9,900          -26%       8        112     Applied Micro Circuits         $342,993              -29%
9        25     Robert Half Int'l                  $3,037         -34%       9         72     Smart Modular Tech.                  1,119         -24%       9         83     Harmonic                       $380,437              -27%
10      112     Applied Micro Circuits               $189         -33%       10       114     iPass                                 389          -23%       10       133     Pericom                         $169,713             -26%


Biggest dollar gains                                                         Biggest total gains in employees                                               Biggest dollar gains
     SV150                                      2009 sales     1-Yr. Chg.         SV150                                           2009     1-Yr. Chg.               SV150                                    Sales per
Rank  rank      Company                           (billions)   (billions)    Rank  rank       Company                         employees (employees)         Rank     rank    Company                  employee in 2009         1-Yr. Chg.
1         2     Apple                              $46.71         $7.77      1          2     Apple                             34,300        +2,300        1         10     Gilead Sciences              $1,820,193 $269,554
2         6     Google                             $23.65        $1.86       2          5     Oracle                            86,000         +1,767       2        131     Jazz Pharmaceuticals          $563,373 $250,808
3        10     Gilead Sciences                      $7.01       $1.68       3         27     Adobe Systems                      8,660        +1,325        3        136     Affymax                       $803,490 $239,877
4         5     Oracle                             $24.18        $.547       4         30     Brocade Communications             4,070        +1,236        4         38     Spansion                      $414,898 $152,622
5        30     Brocade Communications              $2.06        $.510       5         88     Silicon Graphics                   1,300          +982        5         20     SanDisk                      $1,091,768 $151,697
6        33     McAfee                              $1.93        $.324       6         18     Con-Way                           27,400          +800        6          2     Apple                        $1,361,749 $144,843
7        35     Netflix                             $1.67        $.306       7         64     Finisar                            5,004          +528        7         70     Rovi                          $403,259 $124,975
8        20     SanDisk                             $3.57        $.216       8         84     Align Technology                   1,895          +501        8         87     Tessera Technologies          $719,808 $124,386
9         9     Synnex                              $7.95        $.205       9         33     McAfee                             6,100          +500        9          9     Synnex                       $1,256,448 $117,626
10        8     eBay                                $8.73        $.186       10        10     Gilead Sciences                    3,852           +411       10         6     Google                       $1,192,365 $114,551


Biggest dollar drops                                                         Biggest total drops in employees                                               Biggest dollar drops
     SV150                                      2009 sales     1-Yr. Chg.         SV150                                           2009    1-Yr. Chg.                SV150                                    Sales per
Rank  rank      Company                           (billions)    (billions)   Rank  rank       Company                         employees (employees)         Rank     rank    Company                  employee in 2009         1-Yr. Chg.
1         3     Cisco Systems                     $35.53        -$4.04       1           1    Hewlett-Packard                 304,000         -17,000       1         88     Silicon Graphics         $228,492              -$551,319
2         7     Sun Microsystems                   $10.70       -$2.95       2         15     Sanmina-SCI                       38,602          -7,008      2         62     Palm                      $620,679            -$279,562
3         4     Intel                              $35.13       -$2.46       3          7     Sun Microsystems                  29,000         -5,900       3         85     Infinera                   $317,352           -$236,770
4         1     Hewlett-Packard                   $116.76        -$1.94      4         38     Spansion                           3,400         -5,300       4        113     Netlogic Microsystems      $317,616             -$231,117
5        13     Applied Materials                   $5.53        -$1.85      5          4     Intel                             79,800         -4,100       5        105     DSP Group                 $518,792            -$166,858
6        15     Sanmina-SCI                         $5.24        -$1.61      6         25     Robert Half                        9,900         -3,400       6        122     Silicon Image             $286,291            -$163,570
7        25     Robert Half Int'l                   $3.04        -$1.56      7         45     JDS Uniphase                       4,000          -3,100      7        145     Questcor Pharmaceuticals$1,920,000            -$150,609
8        17     Agilent                             $4.53        -$1.02      8         17     Agilent                           16,800         -2,800       8        129     Ikanos                   $222,259             -$145,000
9        21     Electronic Arts                     $3.54       -$.944       9         13     Applied Materials                  12,619        -2,205       9         83     Harmonic                  $380,437            -$142,433
10       38     Spansion                             $1.41       -$.871      10        41     National Semiconductor             5,800          -1,500      10       112     Applied Micro Circuits   $342,993              -$137,436




       BIGGEST PROFITS                                                                BIGGEST PROFIT                                                                 BIGGEST LOSSES
Net profits among the SV150 rebounded in 2009, climbing 88 percent
to $47.5 billion after falling 47 percent in 2008 to $25.2 billion. The
number of companies reporting a profit rose to 86 in 2009, up from
81 the year before.
                                                                                         MARGINS                                                           Forty-three percent of the SV150 reported net losses in 2009 as many
                                                                                                                                                           companies reported costs related to layoffs and restructurings. Sun
                                                                                                                                                           Microsystems rang up $377 million in such charges along with charges
                                                                                                                                                           for writing down the value of some assets. The company was acquired
                                                                             Profit margin is expressed as a company’s net profit divided by its
                                                                             sales. The SV150 had a combined profit margin of 10.5 percent, up             by Oracle in January.
       SV150                                  2009 profit
                                                                             from 4.8 percent the year before and second only to the record 10.6
                                                                                                                                                                   SV150                              Net loss in 2009        1-Yr. Chg.
Rank    rank   Company                         (in billions)   1-Yr. Chg.    percent margin the group recorded in 2007.                                    Rank     rank    Company                        (in millions)   (in millions)
1         2    Apple                                $9.36          39%                                                                                     1         21     Electronic Arts                     -$749            $391
                                                                                  SV150                                     2009 profit          2009
2         1    Hewlett-Packard                      $8.02        -0.4%       Rank  rank      Company                       (in millions) profit margin     2          7     Sun Microsystems                   -$706             $661
3         6    Google                               $6.52          54%       1        10     Gilead Sciences                   $2,636           38%        3         67     Integrated Device Tech.            -$682            -$374
4         3    Cisco Systems                        $6.07         -19%       2       145     Questcor Pharmaceuticals             $27           30%        4         38     Spansion                            -$514          $1,921
5         5    Oracle                               $5.66           -1%      3         6     Google                            $6,520           28%        5         62     Palm                               -$353             $328
6         4    Intel                                $4.37         -17%       4        49     Linear Technology                   $247           27%        6         44     Lam Research                       -$200            -$361
7        10    Gilead Sciences                      $2.64          31%       5         8     eBay                              $2,389           27%        7         45     JDS Uniphase                        -$196            $584
8         8    eBay                                 $2.39          34%       6        92     Fortinet                             $60           24%        8         56     Cypress Semiconductor               -$150            $135
9        16    Franklin Resources                   $1.13          -5%       7        16     Franklin Resources                 $1,131          24%        9         52     Cadence Design                      -$150          $1,704
10       11    Yahoo                                $.598          41%       8         5     Oracle                            $5,662           23%        10       122     Silicon Image                       -$129           -$139
                                                                             9        87     Tessera Technologies                 $70           23%
                                                                             10       48     Intuitive Surgical                  $233           22%



        BIGGEST MARKET                                                                MARKET-VALUE-                                                                 BIGGEST MARKET
            GAINS                                                                     TO-SALES RATIO                                                                  VALUE GAINS
The combined market value of the SV150 jumped 64 percent over                                                                                              These companies saw the biggest percentage increases in their
the last year to $1.4 trillion as of March 31, an increase of $542           One way to see how investors value a company is by looking at what            market value over the last year. Electronics component distributor
billion. The recovery followed a plunge the year before that sent the        they are willing to pay for the company relative to its sales. The ratio      Bell Microproducts, which a year ago was emerging from a multi-year
value of the SV150 to its lowest level since 2003. The value is derived      is calculated by dividing the company's market value by its sales             process of financial restatements with its stock trading around 50
by multiplying the numbers of shares outstanding by the price per            over the last four quarters. Investors valued the SV150 as a group            cents a share, received an offer last month to be bought by Phoenix-
share.                                                                       at about 3 times sales.                                                       based Avnet for $7 a share.
                                             Market value                                                                                                                                                Market value
       SV150                                    March 31                            SV150                                  Market value      Value-to-             SV150                                     March 31
Rank    rank   Company                        (in billions)    1-Yr. Chg.    Rank    rank    Company                        (in billions)   sales ratio    Rank     rank    Company                      (in millions)        1-Yr. Chg.
1         2    Apple                             $213.10          128%       1       137     Rambus                             $2.53            22.4      1          26    Bell Microproducts                  $225          1,391%
2         6    Google                            $180.33           64%       2        48     Intuitive Surgical                $13.55            12.9      2          89    Oclaro                              $582          1,241%
3         3    Cisco Systems                     $149.04           52%       3       143     Cavium Networks                    $1.09            10.7      3         131    Jazz Pharmaceuticals                $344          1,235%
4         5    Oracle                            $129.04           43%       4        31     VMware                            $21.64            10.7      4          15    Sanmina-SCI                       $1,301            734%
5         1    Hewlett-Packard                   $124.64           62%       5       113     Netlogic Microsystems              $1.69             9.7      5         116    Integrated Silicon Solution         $265            584%
6         4    Intel                             $123.13           47%       6       121     SuccessFactors                     $1.37             9.0      6          72    Smart Modular Technologies          $480            464%
7        10    Gilead Sciences                    $41.02            -3%      7        70     Rovi                               $3.87             8.0      7          64    Finisar                            $1,161           458%
8         8    eBay                               $35.20          118%       8        94     TiVo                               $1.88             7.9      8        100     Aruba Networks                    $1,220            357%
9        16    Franklin Resources                 $25.31           111%      9         6     Google                            $180.3             7.6      9        142     Coast Distribution                   $18            331%
10       11    Yahoo                              $23.15           30%       10       49     Linear Technology                  $6.31             7.0      10       129     Ikanos                              $162            302%

								
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