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Credit Suisse Disruptive Technology Portfolio Mover Of The Week: RightNow

An index of companies shaking up traditional business models.
On-demand CRM vendor RightNow Technologies led broad gains among Credit Suisse Disruptive Technology Portfolio stocks last week as a good profit forecast ignited the share price.

RightNow disclosed at its annual user group conference that its September earnings will come in at the high end of its revenue and profit guidance range. In the past, the company's hybrid perpetual/subscription licensing model has made earnings volatile, despite strong bookings and revenue growth. Investors welcomed the profit outlook, and the shares climbed precipitously in trading on Tuesday and Wednesday. The stock price rose 13.1% over the course of the week.

Last week, the Disruptive Technology Portfolio thoroughly outperformed the broader market. The index climbed 5.3%, while the S&P 500 rose only 1.4%. Overall, advances among portfolio-member stocks outnumbered declines by a ratio of 5-to-1, as 25 stocks made advances during the week, while only five lost ground.

Disruptive Technology Portfolio
    Stock Price
9/13/06
% Change
Weekly
% Change
Year To Date
AAPL Apple Computer $74.20 6.0% 3.2%
ATYT ATI Technologies $21.98 2.7% 29.4%
BIDU Baidu.com, Inc. $83.83 8.5% 33.2%
BBBB Blackboard $26.70 2.8% -7.9%
BRCM Broadcom $28.02 2.0% -10.9%
CNQR Concur Technologies $13.94 4.8% 8.1%
CRM salesforce.com $35.22 5.9% 9.9%
CTSH Cognizant Technology $73.28 5.0% 45.8%
DRIV Digital River $50.38 2.9% 69.4%
EBAY Ebay $28.00 -0.7% -35.2%
GOOG Google Inc. $406.57 7.0% -2.0%
INFY Infosys $46.56 4.7% -42.4%
KNXA Kenexa $26.87 4.6% 27.3%
MFE McAfee $24.00 6.1% -11.5%
MRVL Marvell $18.92 5.9% -66.3%
NOVL Novell $6.46 -2.0% -26.8%
NSR Neustar $28.20 -2.9% -7.5%
NVDA Nvidia Corp. $29.10 7.5% 59.2%
RHAT Red Hat $23.72 -0.5% -13.0%
RIMM Research in Motion $83.44 4.6% 26.4%
RNOW RightNow Tech $16.01 13.1% -13.3%
TLEO Taleo $10.01 -1.9% -24.6%
TIBX TIBCO, Inc. $8.50 9.5% 13.8%
TXN Texas Instruments $32.05 2.9% -0.1%
ULTI Ultimate Software $24.34 9.8% 27.6%
VRSN Verisign $20.47 2.3% -6.5%
WEBX WebEx Communications $38.49 9.7% 77.9%
WIND Wind River $11.21 3.3% -24.1%
WIT Wipro $12.70 0.8% 6.3%
YHOO Yahoo! Inc. $29.17 2.4% -25.5%
  DTP Index Value $221.00 5.3% 0.1%
SPX S&P 500 $1,318.07 1.4% 5.6%

© 2006 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 [email protected] or calling 1-877-291-2683.

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Disruptive Technology Portfolio