Replies to post #145179 on Intel Corp (INTC)

[Ideal_Inv]

Intel Cancels SoFIA & Broxton

The bad news keeps coming...!

Interesting how we are not able to hold management's feet to the fire even in this day and age of instant information and connectedness. At the very least, shareholders should be able to get complete transparency on if these products have been canceled and, if so, why.

And soon.

[morrowinder]

TCE: Well you called it...

I didn't think they would totally give up but apparently they have. I guess it should have been obvious since they stopped talking about it and kept slipping the schedule. Given that high end hand sets have already peaked it is probably best to move on and stop wasting money on it. They still seem committed to discrete 4G and 5G though.

[Andy Grave]

Intel Cancels Broxton

.....I guess 56mm^2 just wasn't small enough.

[Unkwn]

As a result of these reviews, I learned today that Intel’s senior management has determined that they will be ending their SoFIA projects (specifically 3Gx, LTE, LTE2) as well as their Broxton SoC for smartphones and tablets.

I really don't know what to make of it. If true, it is kind of a "giving up before you even tried" mentality. That is not what Intel has been successful with. The question is: Would Intel really tell an analyst such things before they tell it to the public? Would they really let an analyst participate and/or share information of such internal roadmap reviews? I just don't believe it. This guy was working for AMD until 2011 - so he has no ties to Intel and I doubt they would tell such internas to somebody like him before they go public with it.

We'll see if this really is true at the investor meeting I guess.

If it would be true, I have my highest doubts that "concentrating" on 5G solves any of Intel's problems (which are not just Krzanich at its top). I would really love to hear actual reasons for why it is so hard for Intel to build fully integrated APs in house. Something I think should be clearly communicated to shareholders and never one of these uber-smart analysts ever asked in a conference call, by the way.

[ibc]

Maybe Intel is now ready to bring big-core technology into mobile.
Time will tell.