Credit Suisse First Boston Disruptive Technology
Portfolio
The Disruptive Technology Portfolio significantly outperformed the
S&P 500 this week, posting a 2.6% increase, compared to a 1.2%
decline for the broader market. Overall, advances led declines by a
factor of 4 to 1. During the week, there were three stocks with
stock price appreciation greater than 5%, and no stocks with
declines of 5% or greater. Although not the largest percentage
share gainer, Google's 4.3% uptick had the largest impact on the
portfolio, as investors continue to show their optimism in the
company's ongoing growth prospects. On Demand talent management
company Taleo posted the largest gain for the week of 11.4%. Other
On Demand companies also posting material gains for the week were
Taleo competitor Kenexa, which climbed 6%, and On Demand software
pioneer salesforce.com, which gained nearly 8% for the week. On a
pretty light volume, holiday week there were no stocks posting
material downward moves.