Go-Faster Laptops Move SanDisk And Micron

| About: Micron Technology (MU)

Alongside the fears for the fates of banks and countries in Europe, the new trading week will also be interesting on the technological front. Several technology gorillas are holding important events. Microsoft (NASDAQ:MSFT) and Intel (NASDAQ:INTC) are each holding developers conferences, both of which have aroused very high expectations, because, at both of them, important developments in the computing world for the next few years will be unveiled, or at least discussed.

In addition, Cisco (NASDAQ:CSCO) and Juniper Networks (NYSE:JNPR) will hold analysts meetings this week, and RIM (RIMM) will report results on Thursday after the close.

At Microsoft's event, a first real glimpse is expected of the W8 operating system, which will be launched next year. Among other things, it is supposed to take a large chunk of the tablet computer market, where Microsoft has had no presence up to now. At Intel's event, CEO Paul Otellini is expected to repeat his optimistic estimates for the global computers market, resting on very high demand from developing countries such as China, India, and Brazil, despite the slowdown in the West. He will apparently talk about strong demand for server processors, because of the information explosion, and the move to cloud computing.

At both events, the next leap forward in laptop computers will be presented: faster booting, alongside substantial longer time between battery charges. Shmuel ("Mooly") Eden, vice president, and general manager of Intel Corporation's PC Client Group, will present the new family of laptop computers based on Intel's advanced processors, the Ultra Book, which is now reaching the market. He first unveiled them at an event in Taiwan in May, and said then that Intel hoped that it would quickly take 40% of the laptop market.

With the help of a NAND-based solid state drive (SSD), and from next year with the W8 operating system, booting these computers will take just a few seconds instead of the long and frustrating process of today, while battery time will be substantially longer. When two gorillas, Intel and Microsoft, base their future computers largely on NAND, following on from Apple's (NASDAQ:AAPL) new ultra-thin laptops, it's no wonder that shares in SanDisk (SNDK) and Micron Technology (NASDAQ:MU) started moving northwards last week.

This evening, at a conference held by Rodman & Renshaw in New York, Attunity CEO Shimon Alon will explain the acquisition of RepliWeb for a net sum of $7.8 million, which was reported last week. While Attunity specializes in real-time retrieval from databases, the acquired company specializes in automatic and secure retrieval of content outside of enterprise databases. Together, they present a complete and better solution for cloud computing, and for enterprise information systems in general.

RepliWeb has over 1,500 customers worldwide, including governments and giant companies in all kinds of fields. In 2010, it had sales of $8 million, half from services and half from license sales. The acquisition takes place just as Attunity starts work on a multi-million dollar cloud computing project for Microsoft, for which it will receive an advance of $3.5 million this month. The expansion of its capabilities with this acquisition should help Attunity in the future vis-à-vis Microsoft and other giants, such as Oracle (NASDAQ:ORCL), a longstanding customer.

Published by Globes [online], Israel business news - www.globes-online.com - on September 12, 2011

Reprinted on Seeking Alpha with permission; © Copyright of Globes Publisher Itonut (1983) Ltd. 2011

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