Last week was rocky for the Disruptive Technology Portfolio, which fell 4.3% by mid-week. As of Wednesday, only four stocks were in positive territory, while 25 had declined, with 11 of those falling more than 5%.

Indian IT services provider Wipro had the largest weekly decline in the index, falling 13%. Its shares were affected by a broader sell-off on Tuesday as well as problems specific to India's stock market. The Bombay Stock Exchange's Sensex index lost 5.4% in the week because of concerns that actions the government was taking to tame inflation would negatively affect the economy.

The S&P 500 fell 3.5%. These results weren't altogether surprising, given Tuesday's almost 3.5% drop in the S&P, which was triggered in part by changes to speculative trading rules in China combined with weakening business indicators. It was the 22nd-largest one-day drop in the S&P in the last 20 years and the largest since March 2003.

Disruptive Technology Portfolio
		Stock Price 2/28/07	% Change Weekly	% Change Year To Date
AAPL	Apple Computer	$84.61	-5.1%	-0.3%
BIDU	Baidu.com, Inc.	$106.74	-0.3%	-5.3%
BBBB	Blackboard	$33.36	0.7%	11.1%
BRCM	Broadcom	$34.09	-3.9%	5.5%
CNQR	Concur Technologies	$16.17	-5.3%	0.8%
CRM	salesforce.com	$43.24	-9.9%	18.6%
CTSH	Cognizant Technology	$90.20	-4.6%	16.9%
DRIV	Digital River	$55.39	-3.9%	-0.7%
EBAY	Ebay	$32.06	-4.3%	6.6%
GOOG	Google Inc.	$449.54	-5.5%	-2.4%
INFY	Infosys	$54.26	-9.3%	-0.5%
KNXA	Kenexa	$33.69	-6.3%	1.3%
MFE	McAfee	$30.12	-0.4%	6.1%
MRVL	Marvell	$20.52	2.8%	6.9%
NOVL	Novell	$6.62	-5.4%	6.8%
NSR	Neustar	$32.00	-1.5%	-1.4%
NVDA	Nvidia Corp.	$31.00	-4.7%	-16.2%
RHT	Red Hat	$22.45	-6.3%	-2.4%
RIMM	Research in Motion	$140.62	-1.0%	10.1%
RNOW	RightNow Tech	$16.67	0.5%	-3.2%
TLEO	Taleo	$16.00	1.3%	17.0%
TIBX	TIBCO, Inc.	$9.05	-1.3%	-4.1%
TXN	Texas Instruments	$30.96	-0.1%	7.5%
ULTI	Ultimate Software	$26.64	-3.0%	14.5%
VRSN	Verisign	$25.30	-3.8%	5.2%
WEBX	WebEx Communications	$43.43	-9.0%	24.5%
WIND	Wind River	$10.40	-6.1%	1.5%
WIT	Wipro	$15.86	-13.1%	-1.8%
YHOO	Yahoo! Inc.	$30.86	-2.5%	20.8%
	DTP Index Value	$255.75	-4.3%	2.7%
SPX	S&P 500	$1,406.82	-3.5%	-0.8%

© 2007 Credit Suisse. 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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