Chipmaker Broadcom posted one of the biggest stock-price declines last week of all the Disruptive Technology Portfolio companies. The company's 6.4% slide happened despite news that Broadcom and Qualcomm were dismissing patent and trade-secret misappropriation claims against each other in lawsuits pending in San Diego. This is clearly positive for Broadcom, even if it only modestly reduces legal spending.

Investors continue to be wary of Broadcom's exposure to Motorola, which recently said that its March quarter sales won't meet expectations. As a major supplier of Bluetooth chips for Motorola's Razr phones, Broadcom could feel effects from that company's weakness. In addition, sales of Gigabit Ethernet chips have been slow recently, providing further reason for caution about Broadcom.

Overall, the DTP declined 0.8% in the week; the S&P 500 grew 3.2%. Twenty-three stocks ended the week in negative territory; only six were up.

Disruptive Technology Portfolio
		Stock Price 3/28/07	% Change Weekly	% Change Year To Date
AAPL	Apple Computer	$93.24	-0.7%	9.9%
BIDU	Baidu.com, Inc.	$99.25	-1.7%	-11.9%
BBBB	Blackboard	$33.86	-4.7%	12.7%
BRCM	Broadcom	$31.27	-6.4%	-3.2%
CNQR	Concur Technologies	$17.22	-1.0%	7.4%
CRM	salesforce.com	$42.95	-1.2%	17.8%
CTSH	Cognizant Technology	$90.36	-2.8%	17.1%
DRIV	Digital River	$55.38	0.9%	-0.7%
EBAY	Ebay	$33.11	3.0%	10.1%
GOOG	Google Inc.	$461.88	1.2%	0.3%
INFY	Infosys	$50.46	-6.7%	-7.5%
KNXA	Kenexa	$30.93	-1.2%	-7.0%
MFE	McAfee	$29.39	-1.3%	3.6%
MRVL	Marvell	$17.09	-5.4%	-10.9%
NOVL	Novell	$7.18	-0.1%	15.8%
NSR	Neustar	$28.52	-3.5%	-12.1%
NVDA	Nvidia Corp.	$29.21	-2.5%	-21.1%
RHT	Red Hat	$23.52	-1.3%	2.3%
RIMM	Research in Motion	$135.91	0.7%	6.4%
RNOW	RightNow Tech	$16.49	0.7%	-4.2%
TLEO	Taleo	$16.33	-0.5%	19.5%
TIBX	TIBCO, Inc.	$9.01	-2.0%	-4.6%
TXN	Texas Instruments	$30.70	-3.2%	6.6%
ULTI	Ultimate Software	$26.03	-1.1%	11.9%
VRSN	Verisign	$24.99	-2.3%	3.9%
WEBX	WebEx Communications	$56.61	-0.6%	62.3%
WIND	Wind River	$9.94	-2.4%	-3.0%
WIT	Wipro	$16.14	-2.6%	-0.1%
YHOO	Yahoo! Inc.	$31.41	0.4%	23.0%
	DTP Index Value	$256.83	-0.8%	3.2%
SPX	S&P 500	$1,417.23	-1.2%	-0.1%

© 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 equity.research@csfb.com or calling 1-877-291-2683.

View the most recent results of the
Disruptive Technology Portfolio