informa
/
News

Credit Suisse First Boston Disruptive Technology Portfolio

An index of companies shaking up traditional business models.
It was a good week for the Disruptive Technology Portfolio, as it increased 3.2%, compared to the 1.5% decline for the S&P 500. Overall advances led declines 18-12. In terms of movers during the week, there were three standouts, with stock price appreciation greater than 10%, and another eight posting a greater than 5% gain. E-Education software provider Blackboard jumped over 19% for the week after the company announced an agreement with Microsoft whereby the company's software would be more closely integrated with Microsoft products. Apple Computer climbed 11.6% in response to the announcement of its new video-capable iPod. Digital River also rose over 11% for the weak on slightly higher than usual volume. No stocks declined greater than 5% for the week.

    10/19/05
Stock Price
% Change
Weekly
% Change
Year To Date
Biggest Winners
BBBB Blackboard $27.37 19.4% 84.8%
AAPL Apple Computer $54.94 11.6% 29.8%
DRIV Digital River $36.30 11.2% -12.8%
WIND Wind River $12.42 9.5% -8.3%
VRSN Verisign $21.24 8.8% -36.8%
Biggest Losers
NVDA Nvidia Corp. $31.54 -2.0% 33.9%
WIT Wipro $9.96 -2.9% -59.5%
TLEO Taleo $11.77 -3.6% -15.9%
ATYT ATI Technologies $13.18 -3.9% -32.0%
INFY Infosys $68.60 -4.0% -0.8%

Disruptive Technology Portfolio
    Stock Price
10/19/05
% Change
Weekly
% Change
Year To Date
AAPL Apple Computer $54.94 11.6% 29.8%
ATYT ATI Technologies $13.18 -3.9% -32.0%
BIDU Baidu.com, Inc. $65.80 3.5% 9.7%
BBBB Blackboard $27.37 19.4% 84.8%
BRCM Broadcom $43.58 0.2% 35.0%
CNQR Concur Technologies $13.27 7.9% 48.9%
CRM salesforce.com $22.92 8.2% 35.3%
CTSH Congnizant Technology $44.01 -0.1% 4.0%
DRIV Digital River $36.30 11.2% -12.8%
EBAY Ebay $42.01 6.6% -27.8%
GOOG Google Inc. $308.70 2.6% 60.1%
INFY Infosys $68.60 -4.0% -0.8%
KNXA Kenexa $14.05 -1.6% 17.1%
MFE McAfee $30.46 2.1% 5.3%
MRVL Marvel $43.58 0.2% 22.9%
NOVL Novell $7.20 -0.8% 6.7%
NSR Neustar $31.54 -2.0% 33.9%
NVDA Nvidia Corp. $31.54 -2.0% 33.9%
RHAT Red Hat $21.70 8.2% 62.5%
RIMM Research in Motion $65.20 1.8% -20.9%
RNOW RightNow Tech $12.76 -0.5% -21.0%
TLEO Taleo $11.77 -3.6% -15.9%
TIBX TIBCO, Inc. $7.58 -1.2% -43.2%
TXN Texas Instruments $30.07 -0.1% 22.4%
ULTI Ultimate Software $17.28 3.5% 36.3%
VRSN Verisign $21.24 8.8% -36.8%
WEBX WebEx Communications $26.96 8.1% 13.4%
WIND Wind River $12.42 9.5% -8.3%
WIT Wipro $9.96 -2.9% -59.5%
YHOO Yahoo! Inc. $35.91 5.8% -4.7%
  DTP Index Value 187.10 3.2% 14.0%
SPX S&P 500 1,195.76 -1.5% -1.3%

© 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