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Credit Suisse Disruptive Technology Portfolio Mover Of The Week: Nvidia

An index of companies shaking up traditional business models.
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 Price
8/2/06
% Change
Weekly
% Change
Year 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.

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Disruptive Technology Portfolio

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