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Credit Suisse Disruptive Technology Portfolio: Digital River's Ties To Microsoft And PC Industry Raise Concerns Among Investors

Stock price takes 9% plunge, biggest of all Disruptive Technology Portfolio companies.
Digital River, a leading provider of e-commerce outsourcing services, saw its stock price take the largest dive last week of all 29 companies in the Disruptive Technology Portfolio.

Concerns about staff turnover at Digital River, as well as the company's close ties to Microsoft, sent its shares lower. Since Digital River provides secure downloads and CDs of Microsoft Vista and Office, any slowdown in PC shipments could negatively affect its revenue. Shareholders reacted as they often do in the face of uncertainty, pushing the price of the stock down 9.1% for the week.

Overall, the Disruptive Technology Portfolio, as well as the S&P 500, showed little movement last week. The DTP reversed its gains from the previous week, falling 0.2%, compared with the S&P 500, which increased a slight 0.1%. Only 12 DTP stocks posted gains, while 17 stocks in the index ended the week down.

Disruptive Technology Portfolio
    Stock Price
5/16/07
% Change
Weekly
% Change
Year To Date
AAPL Apple Computer $107.34 0.4% 26.5%
BIDU Baidu.com, Inc. $129.75 2.1% 15.1%
BBBB Blackboard $40.45 3.4% 34.7%
BRCM Broadcom $31.91 -4.7% -1.2%
CNQR Concur Technologies $18.85 -4.7% 17.5%
CRM salesforce.com $45.25 4.1% 24.1%
CTSH Cognizant Technology $77.70 -2.5% 0.7%
DRIV Digital River $52.32 -9.1% -6.2%
EBAY Ebay $33.25 -5.0% 10.6%
GOOG Google Inc. $472.61 0.7% 2.6%
INFY Infosys $51.44 -1.1% -5.7%
KNXA Kenexa $34.59 6.9% 4.0%
MFE McAfee $33.24 -1.2% 17.1%
MRVL Marvell $17.04 -3.8% -11.2%
NOVL Novell $7.62 5.7% 22.9%
NSR Neustar $28.26 3.6% -12.9%
NVDA Nvidia Corp. $34.92 4.4% -5.6%
RHT Red Hat $22.17 -0.6% -3.6%
RIMM Research in Motion $152.04 -1.8% 19.0%
RNOW RightNow Tech $15.67 2.0% -9.0%
TLEO Taleo $17.88 -1.3% 30.8%
TIBX TIBCO, Inc. $9.00 -2.4% -4.7%
TXN Texas Instruments $36.41 -1.1% 26.4%
ULTI Ultimate Software $27.99 -1.8% 20.3%
VRSN Verisign $26.45 0.2% 10.0%
WEBX WebEx Communications $56.85 0.1% 62.9%
WIND Wind River $9.82 -0.4% -4.2%
WIT Wipro $16.58 -0.8% 2.7%
YHOO Yahoo! Inc. $29.21 -3.3% 14.4%
  DTP Index Value $271.47 -0.2% 9.0%
SPX S&P 500 $1,514.14 0.1% 6.8%

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

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Disruptive Technology Portfolio

Editor's Choice
Mary E. Shacklett, President of Transworld Data
James M. Connolly, Contributing Editor and Writer