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 | % Change | % Change |
Biggest Winners | ||||
ATI Technologies | $13.71 | 3.4% | -29.3% | |
Kenexa | $14.28 | 3.1% | 19.0% | |
Yahoo | $33.93 | 1.3% | -10.0% | |
Infosys | $71.46 | 0.2% | 3.3% | |
Neustar | $31.65 | 0.0% | 43.9% | |
Biggest Losers | ||||
Wind River | $11.34 | -11.1% | -16.3% | |
Salesforce.com | $21.18 | -9.3% | 25.0% | |
Broadcom | $43.50 | -8.1% | 34.8% | |
Marvell | $43.50 | -8.1% | 22.6% | |
RightNow Tech | $12.83 | -7.5% | -20.6% |
Disruptive Technology Portfolio | ||||
|
| Stock Price | % Change | % Change |
Apple Computer | $49.25 | -6.7% | 16.3% | |
ATI Technologies | $13.71 | 3.4% | -29.3% | |
Baidu.com, Inc. | $63.60 | -6.9% | 6.0% | |
Blackboard | $22.92 | -4.3% | 54.8% | |
Broadcom | $43.50 | -8.1% | 34.8% | |
Concur Technologies | $12.30 | -4.0% | 38.0% | |
salesforce.com | $21.18 | -9.3% | 25.0% | |
Congnizant Technology | $44.06 | -0.3% | 4.1% | |
Digital River | $32.64 | -0.5% | -21.6% | |
Ebay | $39.42 | -1.9% | -32.2% | |
Google Inc. | $300.97 | -3.1% | 56.1% | |
Infosys | $71.46 | 0.2% | 3.3% | |
Kenexa | $14.28 | 3.1% | 19.0% | |
McAfee | $29.84 | -4.1% | 3.1% | |
Marvell | $43.50 | -8.1% | 22.6% | |
Novell | $7.26 | -1.0% | 7.6% | |
Neustar | $31.65 | 0.0% | 43.9% | |
Nvidia Corp. | $32.20 | -4.2% | 36.7% | |
Red Hat | $20.05 | -2.1% | 50.2% | |
Research in Motion | $64.05 | -4.0% | -22.3% | |
RightNow Tech | $12.83 | -7.5% | -20.6% | |
Taleo | $12.21 | -4.3% | -12.8% | |
TIBCO, Inc. | $7.67 | -6.6% | -42.5% | |
Texas Instruments | $30.10 | -4.1% | 22.5% | |
Ultimate Software | $16.70 | -4.8% | 31.7% | |
Verisign | $19.53 | -4.0% | -41.9% | |
WebEx Communications | $24.94 | -0.4% | 4.9% | |
Wind River | $11.34 | -11.1% | -16.3% | |
Wipro | $10.26 | -2.9% | -58.3% | |
Yahoo! Inc. | $33.93 | 1.3% | -10.0% | |
| DTP Index Value | 181.30 | -3.8% | 10.5% |
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
About the Author(s)
You May Also Like