Yahoo was the biggest story of the week among the Disruptive Technology Portfolio's 29 companies. After the market closed Monday, the company announced that CEO Terry Semel was stepping down, to be replaced by co-founder Jerry Yang. In addition, Sue Decker, who recently moved from being CFO to head Yahoo's advertiser and publisher division, was named president, now heading business operations.

The stock initially traded higher--shareholders had become critical of Semel's leadership, his focus on content rather than software innovation, and the widening gap between Google and Yahoo in the Internet search market. Later in the week, reports of a potential deal with News Corp.'s MySpace for a 25% stake in Yahoo drove the stock higher. As observers debated what Yahoo's next moves might be, the stock price settled at $27.66, a 2.5% loss for the week.

The DTP saw an overall gain of 2.2% for the week, in contrast to the S&P 500, which fell 1.1%. Sixteen DPT stocks ended the week up, while 12 declined.

Disruptive Technology Portfolio
		Stock Price 6/20/07	% Change Weekly	% Change Year To Date
AAPL	Apple Computer	$121.55	2.3%	43.3%
BIDU	Baidu.com, Inc.	$152.40	12.3%	35.2%
BBBB	Blackboard	$41.15	-1.8%	37.0%
BRCM	Broadcom	$29.95	-1.7%	-7.3%
CNQR	Concur Technologies	$22.05	9.8%	37.5%
CRM	salesforce.com	$44.88	-7.9%	23.1%
CTSH	Cognizant Technology	$76.56	-3.0%	-0.8%
DRIV	Digital River	$50.53	0.9%	-9.4%
EBAY	Ebay	$31.12	-6.3%	3.5%
GOOG	Google Inc.	$509.97	2.3%	10.7%
INFY	Infosys	$51.70	4.9%	-5.2%
KNXA	Kenexa	$36.47	-4.4%	9.7%
MFE	McAfee	$34.75	-3.7%	22.4%
MRVL	Marvell	$17.36	11.5%	-9.5%
NOVL	Novell	$7.91	7.5%	27.6%
NSR	Neustar	$27.79	-4.7%	-14.3%
NVDA	Nvidia Corp.	$39.86	16.9%	7.7%
RHT	Red Hat	$23.80	3.7%	3.5%
RIMM	Research in Motion	$168.59	2.4%	31.9%
RNOW	RightNow Tech	$16.24	1.6%	-5.7%
TLEO	Taleo	$21.25	7.3%	55.4%
TIBX	TIBCO, Inc.	$8.70	-2.1%	-7.8%
TXN	Texas Instruments	$36.75	5.0%	27.6%
ULTI	Ultimate Software	$28.19	0.5%	21.2%
VRSN	Verisign	$28.94	-1.7%	20.3%
WIND	Wind River	$11.05	7.1%	7.8%
WIT	Wipro	$15.79	-2.5%	-2.2%
YHOO	Yahoo! Inc.	$27.66	-2.5%	8.3%
	DTP Index Value	$288.61	2.2%	15.9%
SPX	S&P 500	$1,512.84	-1.1%	6.7%

© 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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