Credit Suisse First Boston Disruptive Technology Portfolio

An index of companies shaking up traditional business models.

InformationWeek Staff, Contributor

January 26, 2006

5 Min Read
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We added another company to the Disruptive Technology Portfolio this week, following the IPO of Taleo Corp., which develops on-demand talent-management software.

It was a tough week for technology, and the Disruptive Technology Portfolio Index declined nearly 4%, compared with the S&P 500, which inched up 1.6%. Several stocks were down more than 5%, with one declining more than 10%. Wind River fell 11% for the week as its earnings outlook came up short of expectations. Shares of on-demand CRM providers Salesforce.com and RightNow Technologies declined 9% and 7.5%, respectively. Semiconductor companies Broadcom and Marvell also took hits, down 8% each. No stocks made significant gains for the week.

10/12/05Stock Price

Biggest Winners

ATYT

KNXA

YHOO

INFY

NSR

Biggest Losers

WIND

CRM

BRCM

MRVL

RNOW

Disruptive Technology Portfolio

Stock Price10/12/05

% ChangeWeekly

% ChangeYear To Date

AAPL

Apple Computer

$49.25

-6.7%

16.3%

ATYT

ATI Technologies

$13.71

3.4%

-29.3%

BIDU

Baidu.com, Inc.

$63.60

-6.9%

6.0%

BBBB

Blackboard

$22.92

-4.3%

54.8%

BRCM

Broadcom

$43.50

-8.1%

34.8%

CNQR

Concur Technologies

$12.30

-4.0%

38.0%

CRM

salesforce.com

$21.18

-9.3%

25.0%

CTSH

Congnizant Technology

$44.06

-0.3%

4.1%

DRIV

Digital River

$32.64

-0.5%

-21.6%

EBAY

Ebay

$39.42

-1.9%

-32.2%

GOOG

Google Inc.

$300.97

-3.1%

56.1%

INFY

Infosys

$71.46

0.2%

3.3%

KNXA

Kenexa

$14.28

3.1%

19.0%

MFE

McAfee

$29.84

-4.1%

3.1%

MRVL

Marvell

$43.50

-8.1%

22.6%

NOVL

Novell

$7.26

-1.0%

7.6%

NSR

Neustar

$31.65

0.0%

43.9%

NVDA

Nvidia Corp.

$32.20

-4.2%

36.7%

RHAT

Red Hat

$20.05

-2.1%

50.2%

RIMM

Research in Motion

$64.05

-4.0%

-22.3%

RNOW

RightNow Tech

$12.83

-7.5%

-20.6%

TLEO

Taleo

$12.21

-4.3%

-12.8%

TIBX

TIBCO, Inc.

$7.67

-6.6%

-42.5%

TXN

Texas Instruments

$30.10

-4.1%

22.5%

ULTI

Ultimate Software

$16.70

-4.8%

31.7%

VRSN

Verisign

$19.53

-4.0%

-41.9%

WEBX

WebEx Communications

$24.94

-0.4%

4.9%

WIND

Wind River

$11.34

-11.1%

-16.3%

WIT

Wipro

$10.26

-2.9%

-58.3%

YHOO

Yahoo! Inc.

$33.93

1.3%

-10.0%

DTP Index Value

181.30

-3.8%

10.5%

SPX

S&P 500

1,177.68

1.6%

-2.8%

© 2005 Credit Suisse First Boston. 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 877-291-2683.

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