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Micron And Amazon Attack The Enterprise, And Facebook Gets Busy At F8

Summary

This Seeking Alpha Eye on Tech newsletter looks at Facebook’s F8 conference announcements, Alibaba’s $1B investment in Lazada, and Micron enterprise product launches.

Also covered: A rumored Amazon enterprise service, a new international Box service, Domo’s reported IPO plans, and Logitech’s acquisition of Jaybird.

Commentary regarding Juniper, Facebook, iPhone 7 interest, and teen social networking use is highlighted.

Welcome to the April 13th edition of Seeking Alpha's Eye on Tech newsletter.

Eye on Tech Coverage

  • Facebook launched a Messenger chatbot platform and a slew of other features/services at its F8 developer conference.

  • It remains to be seen how much third-party developers embrace the chatbot platform. Messenger's 900M monthly active users act as a big selling point.

  • Compared with past F8 conferences, Facebook has placed a greater emphasis this time on creating new experiences for its own site and apps.

  • Alibaba has bought a controlling stake in Southeast Asian e-commerce firm Lazada for $1B.

  • The Lazada deal, together with other recent news/rumors, suggest Alibaba is once more stepping up its M&A pace, after having raised fresh funds.

  • While many of Alibaba's M&A deals feature synergies with the company's core marketplaces, they also diversify the company as it deals with slowing GMV growth and Chinese macro pressures.

Noteworthy Tech News

Micron launches new enterprise SSDs, reference architectures - Micron (NASDAQ:MU) is launching Accelerated Solutions, a set of server/storage reference architectures that pair Micron SSDs with 3rd-party hardware and software. An initial solution places Micron's drives within a Super Micro (NASDAQ:SMCI) server running VMware's (NYSE:VMW) Virtual SAN storage virtualization software. Another features a Super Micro server and support for the Ceph distributed object storage platform, and a third is meant for storage software upstart Nexenta's NexentaEdge platform (runs on commodity Linux servers).

Micron has also launched new enterprise SSDs - two support the high-speed NVMe interface, and two low-cost models the traditional SAS interface - and has disclosed Crucial will launch an SSD that uses Micron's 3D NAND flash (promised to be much dense/cheaper than Micron's existing NAND flash technologies) later this month; data center 3D NAND offerings are promised for 2H16. Further down the line, Micron and Intel plan to offer enterprise solutions based on 3D XPoint, a next-gen memory technology that promises to be much faster/durable than NAND flash, and much cheaper/denser than DRAM. Cowen's Tim Arcuri provides favorable comments on Micron's product launches, as well as on 3D XPoint's potential.

Micron's new 9100SSD. Supports the high-speed NVMe interface.

The enterprise SSD market is growing quickly as app workloads continue shifting to flash from hard drives - EMC expects production workloads will be largely...


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