Credit Suisse Disruptive Technology Portfolio Mover Of The Week: Nvidia

An index of companies shaking up traditional business models.

InformationWeek Staff, Contributor

August 3, 2006

4 Min Read
InformationWeek logo in a gray background | InformationWeek

Last week was another rough period for the Disruptive Technology Portfolio as it continued its decline in the face of a modest gain in the overall market. In total, the DTP index fell 2.1% in the week, compared to the S&P 500, which was up approximately .8%.

AMD's acquisition of graphics chip manufacturer ATI Technologies (which we highlighted in last week's DTP commentary) continued to have ramifications for other the stocks in the index, as well as the entire industry. In the week following the announcement, it seems the market is viewing ATI's rival, Nvidia Corporation as a direct beneficiary of the proposed merger. With the stock up approximately 13% in the week, investors are betting that the AMD/ATI deal will create a tighter relationship between Intel and Nvidia, and should eventually enable Nvidia to grow its presence on Intel's platform beyond the 1% share it currently has today. In total, the company stands to gain approximately $400M in annual sales by replacing ATI's position in the Intel ecosystem, and the appreciation in the stock during the past week indicates that some investors are optimistic about Nvidia's chances.

Disruptive Technology Portfolio

Stock Price8/2/06

% ChangeWeekly

% ChangeYear To Date

AAPL

Apple Computer

$68.16

6.7%

-5.2%

ATYT

ATI Technologies

$20.20

1.9%

18.9%

BIDU

Baidu.com, Inc.

$68.70

-25.3%

9.2%

BBBB

Blackboard

$28.26

0.5%

-2.5%

BRCM

Broadcom

$23.34

6.0%

-25.7%

CNQR

Concur Technologies

$12.71

-3.4%

-1.4%

CRM

salesforce.com

$25.33

3.5%

-21.0%

CTSH

Cognizant Technology

$67.23

7.1%

33.7%

DRIV

Digital River

$44.03

6.2%

48.0%

EBAY

Ebay

$22.99

-5.9%

-46.8%

GOOG

Google Inc.

$367.23

-4.7%

-11.5%

INFY

Infosys

$41.64

3.3%

-48.5%

KNXA

Kenexa

$25.56

9.1%

21.1%

MFE

McAfee

$21.39

-10.7%

-21.2%

MRVL

Marvell

$18.46

6.5%

-67.1%

NOVL

Novell

$6.28

-2.9%

-28.9%

NSR

Neustar

$30.18

0.1%

-1.0%

NVDA

Nvidia Corp.

$22.88

13.0%

25.2%

RHAT

Red Hat

$23.37

-1.7%

-14.3%

RIMM

Research in Motion

$64.36

-1.5%

-2.5%

RNOW

RightNow Tech

$11.87

-1.8%

-35.7%

TLEO

Taleo

$8.60

8.7%

-35.2%

TIBX

TIBCO, Inc.

$7.81

1.7%

4.6%

TXN

Texas Instruments

$29.44

-0.1%

-8.2%

ULTI

Ultimate Software

$20.95

0.7%

9.9%

VRSN

Verisign

$17.72

-4.2%

-19.1%

WEBX

WebEx Communications

$33.27

2.5%

53.8%

WIND

Wind River

$8.42

3.4%

-43.0%

WIT

Wipro

$12.60

2.5%

5.4%

YHOO

Yahoo! Inc.

$26.63

-1.7%

-32.0%

DTP Index Value

195.67

-2.1%

-11.4%

SPX

S&P 500

1,278.55

0.8%

2.4%

© 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.

View the most recent results of the
Disruptive Technology Portfolio

Never Miss a Beat: Get a snapshot of the issues affecting the IT industry straight to your inbox.

You May Also Like


More Insights