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Credit Suisse First Boston Disruptive Technology Portfolio

An index of companies shaking up traditional business models.
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.

    10/12/05
Stock Price
% Change
Weekly
% Change
Year To Date
Biggest Winners
ATYT ATI Technologies $13.71 3.4% -29.3%
KNXA Kenexa $14.28 3.1% 19.0%
YHOO Yahoo $33.93 1.3% -10.0%
INFY Infosys $71.46 0.2% 3.3%
NSR Neustar $31.65 0.0% 43.9%
Biggest Losers
WIND Wind River $11.34 -11.1% -16.3%
CRM Salesforce.com $21.18 -9.3% 25.0%
BRCM Broadcom $43.50 -8.1% 34.8%
MRVL Marvell $43.50 -8.1% 22.6%
RNOW RightNow Tech $12.83 -7.5% -20.6%

Disruptive Technology Portfolio
    Stock Price
10/12/05
% Change
Weekly
% Change
Year 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.

View the most recent results of the
Disruptive Technology Portfolio
Editor's Choice
Brian T. Horowitz, Contributing Reporter
Samuel Greengard, Contributing Reporter
Nathan Eddy, Freelance Writer
Brandon Taylor, Digital Editorial Program Manager
Jessica Davis, Senior Editor
Cynthia Harvey, Freelance Journalist, InformationWeek
Sara Peters, Editor-in-Chief, InformationWeek / Network Computing