Several stocks in the Disruptive Technology Portfolio have seen significant gains in the last few weeks, but only two have had gains of more than 5%, and only Digital River moved more than 10%.

The e-commerce outsourcer's stock price recorded its greatest jump after it reported strong fourth-quarter results, exceeding analyst expectations. The company reported revenue of $83 million, with earnings per share of 47 cents compared with estimates of $82 million and 46 cents, respectively. Investors took the strong report as a sign that the company is well-positioned to benefit from increasing sales of software over the Internet. Digital River's partnerships with the likes of Microsoft and Symantec are expected to support continued growth.

Overall, the Disruptive Technology Portfolio fell 0.2% last week, compared with the S&P 500's 0.4% increase. Twelve stocks advanced,16 declined, and one remained flat.

Disruptive Technology Portfolio
		Stock Price 2/14/07	% Change Weekly	% Change Year To Date
AAPL	Apple Computer	$85.30	-1.0%	0.5%
BIDU	Baidu.com, Inc.	$115.00	-2.9%	2.0%
BBBB	Blackboard	$32.74	-1.7%	9.0%
BRCM	Broadcom	$34.50	3.0%	6.8%
CNQR	Concur Technologies	$16.83	-1.2%	4.9%
CRM	salesforce.com	$49.88	4.6%	36.8%
CTSH	Cognizant Technology	$94.32	-0.6%	22.2%
DRIV	Digital River	$57.00	12.8%	2.2%
EBAY	Ebay	$33.47	0.3%	11.3%
GOOG	Google Inc.	$465.93	-0.9%	1.2%
INFY	Infosys	$59.20	-2.2%	8.5%
KNXA	Kenexa	$36.67	-5.2%	10.3%
MFE	McAfee	$30.37	1.1%	7.0%
MRVL	Marvell	$18.49	-1.6%	-3.6%
NOVL	Novell	$7.07	-0.8%	14.0%
NSR	Neustar	$30.12	-2.5%	-7.2%
NVDA	Nvidia Corp.	$33.55	-3.7%	-9.3%
RHT	Red Hat	$24.23	3.8%	5.3%
RIMM	Research in Motion	$137.59	0.7%	7.7%
RNOW	RightNow Tech	$16.16	-3.0%	-6.2%
TLEO	Taleo	$14.27	1.1%	4.4%
TIBX	TIBCO, Inc.	$9.13	0.2%	-3.3%
TXN	Texas Instruments	$30.95	-0.3%	7.5%
ULTI	Ultimate Software	$25.42	-0.2%	9.3%
VRSN	Verisign	$26.14	0.0%	8.7%
WEBX	WebEx Communications	$47.18	0.2%	35.2%
WIND	Wind River	$10.98	3.5%	7.1%
WIT	Wipro	$17.92	-0.4%	11.0%
YHOO	Yahoo! Inc.	$30.66	2.6%	20.0%
	DTP Index Value	$263.92	-0.2%	6.0%
SPX	S&P 500	$1,455.30	0.4%	2.6%

© 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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