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12/22/2005
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Credit Suisse First Boston Disruptive Technology Portfolio

An index of companies shaking up traditional business models.

The Disruptive Technology Portfolio slightly underperformed the broader market this week, posting a decline of half a percent, versus a .8% uptick for the S&P 500. Overall, declines outpaced advances by nearly 2-1. During the week, there were three stocks with stock price appreciation greater than 5%, and also four stocks that declined greater than 5%. The biggest gainer for the week was Indian outsourcing firm Wipro, which gained nearly 9% on slightly higher volume. On Demand HR software provider Ultimate Software was up 8% for the week, while Novell gained over 5% for the week, indicating investor interest in both the on demand model, and open source technology. Right Now Technologies took a breather this week, dropping 10%, and giving back its recent gains. China Internet Company Baidu dropped 7% for the week following Google's announcement that they would not be increasing its investment in the firm. And semi-conductor company Marvell dropped 7% for the week, most (6%) on Wednesday following Seagate's acquisition of Maxtor. Clearly, investors were concerned that this could negatively impact Marvell's newly ramping business with Maxtor.

chart

Disruptive Technology Portfolio
    Stock Price
12/21/05
% Change
Weekly
% Change
Year To Date
AAPL Apple Computer $73.50 2.1% 73.6%
ATYT ATI Technologies $16.48 -0.4% -15.0%
BIDU Baidu.com, Inc. $64.49 -7.1% 7.5%
BBBB Blackboard $29.46 -4.4% 98.9%
BRCM Broadcom $47.35 -4.0% 46.7%
CNQR Concur Technologies $12.59 -5.8% 41.3%
CRM salesforce.com $32.82 -4.7% 93.7%
CTSH Congnizant Technology $51.44 4.4% 21.5%
DRIV Digital River $30.62 3.3% -26.4%
EBAY Ebay $44.29 -2.2% -23.9%
GOOG Google Inc. $426.33 1.8% 121.1%
INFY Infosys $81.09 3.7% 17.2%
KNXA Kenexa $18.21 2.8% 51.8%
MFE McAfee $27.67 -1.0% -4.4%
MRVL Marvell $55.42 -6.7% 56.2%
NOVL Novell $9.10 5.3% 34.8%
NSR Neustar $31.12 -1.3% 41.5%
NVDA Nvidia Corp. $36.15 -2.3% 53.4%
RHAT Red Hat $26.56 3.1% 99.0%
RIMM Research in Motion $61.76 -5.2% -25.1%
RNOW RightNow Tech $18.06 -9.7% 11.8%
TLEO Taleo $13.60 -1.1% -2.9%
TIBX TIBCO, Inc. $7.30 0.7% -45.3%
TXN Texas Instruments $32.07 -4.9% 30.5%
ULTI Ultimate Software $19.51 8.8% 53.9%
VRSN Verisign $22.28 -4.2% -33.7%
WEBX WebEx Communications $21.80 -2.2% -8.3%
WIND Wind River $14.65 2.8% 8.1%
WIT Wipro $12.34 8.0% -49.9%
YHOO Yahoo! Inc. $40.47 -2.0% 7.4%
  DTP Index Value 220.28 -0.5% 34.2%
SPX S&P 500 1,262.80 0.8% 4.2%

© 2005 Credit Suisse First Boston. Important disclosure information about potential conflicts of interest regarding the companies referenced above may be obtained at csfb.com/researchdisclosures, or by E-mailing equity.research@csfb.com or calling 1- 877-291-2683.

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Disruptive Technology Portfolio

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