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Credit Suisse Disruptive Technology Portfolio: Pretty Picture For Nvidia

An index of companies shaking up traditional business models.
Nvidia, the market leader for programmable graphics processor technologies, is selling a new series of high-performance graphics processing units for notebook computers. The new series of GPUs provides high-performance, high-definition video playback for games, as well as support for Vista-enabled applications. Announcement of the new chips helped the stock end the week 9% higher, closing at $37.17.

Several news publications also indicated that Nvidia plans to launch a cheap version of its GeForce 8-series graphics card to gain market share in the discrete desktop graphics market, which it currently controls. Demand for high-performance mass-market graphics capabilities, rather than graphics capabilities solely for gaming, favors Nvidia.

Nvidia was the biggest mover of the Disruptive Technology Portfolio, which generated a slight gain last week, in contrast to the S&P index. The DTP grew 0.8%, while the S&P 500 fell 1.0%. Fifteen stocks in the index rose, 11 fell, and two didn't change.

Disruptive Technology Portfolio
    Stock Price
6/13/07
% Change
Weekly
% Change
Year To Date
AAPL Apple Computer $117.50 -1.1% 38.5%
BIDU Baidu.com, Inc. $138.24 1.9% 22.7%
BBBB Blackboard $42.85 2.3% 42.6%
BRCM Broadcom $30.46 0.0% -5.7%
CNQR Concur Technologies $20.16 0.3% 25.7%
CRM salesforce.com $45.47 -6.7% 24.7%
CTSH Cognizant Technology $78.93 0.0% 2.3%
DRIV Digital River $47.32 -5.5% -15.2%
EBAY Ebay $31.48 -5.2% 4.7%
GOOG Google Inc. $505.24 1.3% 9.7%
INFY Infosys $51.80 5.1% -5.1%
KNXA Kenexa $35.92 -5.8% 8.0%
MFE McAfee $35.03 -2.9% 23.4%
MRVL Marvell $17.05 9.5% -11.2%
NOVL Novell $8.12 10.3% 31.0%
NSR Neustar $29.70 1.9% -8.4%
NVDA Nvidia Corp. $37.17 9.0% 0.4%
RHT Red Hat $23.34 1.7% 1.5%
RIMM Research in Motion $170.80 3.7% 33.7%
RNOW RightNow Tech $15.54 -2.8% -9.8%
TLEO Taleo $21.74 9.8% 59.0%
TIBX TIBCO, Inc. $8.94 0.6% -5.3%
TXN Texas Instruments $35.84 2.4% 24.4%
ULTI Ultimate Software $27.80 -0.9% 19.5%
VRSN Verisign $29.19 -0.8% 21.4%
WIND Wind River $10.40 0.8% 1.5%
WIT Wipro $15.85 -2.2% -1.9%
YHOO Yahoo! Inc. $27.38 -3.5% 7.2%
  DTP Index Value $284.68 0.8% 14.3%
SPX S&P 500 $1,515.67 -1.0% 6.9%

© 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.

View the most recent results of the
Disruptive Technology Portfolio