. >> since the middle of septem r september, we estimate that the fall in apple has accounted for about a fifth of the fall in the index. and that's where people to get a bit cleary of some of their year to date gainers which they've tried to lock in, which i think is behind some of the performance statistics that you're talking about. it may simply be a portfolio management decision rather than a commentary on whether earnings are peaking or on troughing. now, what wi sea coming b we see will put money in equities, but not necessarily this quarter. so we look at very technical levels, but -- >> hold that thought and we'll talk about what you're looking for after the break. >>> traders are turning pretty cautious ahead of the u.s. jobs report. rbs results better than expected, but admits it will take another 400 pound hit. >> i guess in general banks didn't live up to the standards of integrity and have the right cultures. so we're paying some of the sins for that. >>> alcatel-lucent posted its second consecutive loss and the ceo saying he will turn things around. >> costs are down 12%.