Globes, Tel Aviv, Israel, Shlomi Cohen column

I believe that Audiocodes will continue with its tradition of a long string of quarters in which it has succeeded to grow, by meeting market forecasts and guidance, and like as not even beating them. This is in light of the momentum recently in its target market, enterprise VoIP (Voice over Internet Protocol) solutions.

For Mellanox, the quarter is not all that relevant, because it is the final one earlier its big merger with Voltaire Ltd., which is set to close in the first half of February. Mellanox's great potential could be seen last week from what Morgan Stanley analysts wrote about Oracle. Oracle is a big customer of Mellanox's , and as well bought a 10 percent stake in the company when it decided to build its hardware platforms, Exadata and Exalogic, on the basis of Mellanox's Infiniband research for fast communications.

The close of trading on Thursday

SanDisk will report afterwards the close of trading on Thursday, and opposite to Apple and Google, the switching of the pilot in the cockpit, which took place in the beginning of the month, was planned, and timed exactly for the beginning of 2011, because of the company's strong position.

The second executive is Dan Inbar, who is responsible for the entire OEM segment, which stands at the base of the successful business model of msystems, which was adopted with stunning success by SanDisk as then.

The previous quarter

Based on the previous quarter, OEM is responsible for 60 percent of the company's sales, and just like Dov Moran succeeded in getting his unequalled storage solutions inside the telephones of rival Samsung, Inbar's team has succeeded, according to Morgan Stanley analysts, to penetrate Samsung's tablet computer, the Galaxy, which has become a hit.

Samsung's status is strong, because on one hand we see huge demand for smartphones, tablet computers, and thin laptops, all of which are based on NAND flash solutions, and however chip makers are not going crazy with investments in unnecessary lines, which in the past have brought prices crashing down. As well, SanDisk exactly has a big advantage over all competitors with its X3 innovation, which allows it to significantly increase its gross profit.