Yahoo's stock price was up sharply early in the week, reacting to news of Microsoft's acquisition of aQuantive. After the initial shock, Yahoo's shares gave back those gains over the next few trading sessions and ended the week down 2.1%.

Microsoft has struggled to develop online advertising technology that's competitive with Google's and Yahoo's. AQuantive's ad serving technology and ad network business are expected to help. Microsoft is paying a steep premium: The transaction is valued at about $6 billion, or $66.50 per share, an 85% premium on the stock's closing price the day before.

Google shares were largely unaffected by the news; the stock ended the week flat.

The Disruptive Technology Portfolio as a whole had only a mild gain during the week, increasing 0.7%. The S&P 500 also grew only 0.5% during the same period. Eighteen DTP stocks saw increases, while 11 declined.

Disruptive Technology Portfolio
		Stock Price 5/23/07	% Change Weekly	% Change Year To Date
AAPL	Apple Computer	$112.89	5.2%	33.1%
BIDU	Baidu.com, Inc.	$130.70	0.7%	16.0%
BBBB	Blackboard	$40.18	-0.7%	33.8%
BRCM	Broadcom	$31.30	-1.9%	-3.1%
CNQR	Concur Technologies	$20.10	6.6%	25.3%
CRM	salesforce.com	$46.24	2.2%	26.9%
CTSH	Cognizant Technology	$76.17	-2.0%	-1.3%
DRIV	Digital River	$50.66	-3.2%	-9.2%
EBAY	Ebay	$32.88	-1.1%	9.3%
GOOG	Google Inc.	$473.97	0.3%	2.9%
INFY	Infosys	$49.44	-3.9%	-9.4%
KNXA	Kenexa	$37.19	7.5%	11.8%
MFE	McAfee	$34.80	4.7%	22.6%
MRVL	Marvell	$16.02	-6.0%	-16.5%
NOVL	Novell	$7.71	1.2%	24.4%
NSR	Neustar	$29.28	3.6%	-9.7%
NVDA	Nvidia Corp.	$34.38	-1.5%	-7.1%
RHT	Red Hat	$23.05	4.0%	0.2%
RIMM	Research in Motion	$155.60	2.3%	21.8%
RNOW	RightNow Tech	$16.22	3.5%	-5.8%
TLEO	Taleo	$19.11	6.9%	39.8%
TIBX	TIBCO, Inc.	$9.01	0.1%	-4.6%
TXN	Texas Instruments	$35.01	-3.8%	21.6%
ULTI	Ultimate Software	$28.01	0.1%	20.4%
VRSN	Verisign	$26.74	1.1%	11.2%
WEBX	WebEx Communications	$57.00	0.3%	63.4%
WIND	Wind River	$10.20	3.9%	-0.5%
WIT	Wipro	$16.07	-3.1%	-0.5%
YHOO	Yahoo! Inc.	$28.61	-2.1%	12.0%
	DTP Index Value	$273.45	0.7%	9.8%
SPX	S&P 500	$1,522.28	0.5%	7.3%

© 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.

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