With its acquisition of Elpida Memory, which is expected to complete by the first half of 2013, we believe Micron is in a good position to leverage growing demand for memory products.

FORBES: Micron Earnings Confirm Improving Memory Market

The mobility infrastructure from the Sybase acquisition and the HANA in-memory database represent the other two major platforms.

FORBES: How SAP is Betting Its Growth on Partnerships

Much of this strategy is supported by a variety of technology developments, such SAP NetWeaver Gateway, the HANA in-memory platform, mobility capabilities from the Sybase acquisition, and the recently announced partnership with Google Maps (See SAP Partnership with Google Maps Indicates a New Openness).

FORBES: How SAP is Betting Its Growth on Partnerships

They are doubling the addressable market for SAP by going after three new target markets: Mobile (thus their acquisition of Sybase.) Second, HANA in-memory database technology.

FORBES: CeBIT: SAP Meets The Press; HANA, Mobile And The Cloud

Other companies that have been cited as possible Apple acquisition targets include Fusion-IO (FIO), another flash memory storage company, Twitter , and perhaps Wolfram Alpha .

FORBES: Will Tim Cook Open Apple's Wallet?