Credit Suisse Disruptive Technology Portfolio Mover Of The Week: RightNow

An index of companies shaking up traditional business models.

InformationWeek Staff, Contributor

September 15, 2006

4 Min Read
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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 Price9/13/06

% ChangeWeekly

% ChangeYear 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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