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AMD plays the blind squirrel, but that won't last says analyst

Intel had big expectations for Sandy Bridge in notebook computers. The Sandy Bridge platform was the first CPU from Intel to offer graphics and the processor on the same die.

EWeek reports that FBR Capital Markets analyst Craig Berger has noted that after checks with six of the top ODMs for notebooks builds of machines using the new processors from Intel were lower than expected during Q1 and similarly low builds are expected in Q2 as well. Berger wrote, "While notebook demand could improve, and builds could get ratcheted up by June, our contacts suggest Intel's Sandy Bridge products are not stimulating as much end demand as expected, likely impacting AMD, too."

The reason that some think the Sandy Bridge platform isn’t selling well is the Cougar Point flaw that was reported back in late January. The flaw affected SATA ports on boards that used the chipset. The issue would likely result in reduced performance over time. Intel has started shipping the flawed chipsets again in configurations that won't be affected by the SATA ports that may become non-functional over time.

AMD has already noted that Intel's folly with the Cougar Point chipset has helped it to gain some ground. Other than the Cougar Point issue, analysts also think that the booming tablet market may be cutting into the notebook market resulting in reduced sales. AMD expected to benefit from the issue with Intel chipsets, but Berger doesn't expect that benefit to last long. He thinks AMD's Q1 revenue will hit the high-end of expectations or perhaps even exceed the high-end but he doesn't expect that to carry over into Q2.

Berger said, "So, if AMD does achieve the high end of revenue guidance, or potentially better, the upside is likely short term in nature and due to customers turning to AMD for product when Intel's Sandy Bridge was less available due to the chipset bug recall," Berger said in the note. "For 2Q, we think AMD's revenues will fall [quarter over quarter] given its 14th week in 1Q, Intel chipset goodness unwinding, and sluggish desktop builds, still rather unexciting."

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RE: My 2 cents
By FITCamaro on 4/4/2011 8:41:23 PM , Rating: 2
Still running a Q6600 here.

RE: My 2 cents
By lotharamious on 4/4/2011 9:01:25 PM , Rating: 2
Still running a Q6600 here.


I just can't justify upgrading until there is something SOO much better that I can't stand it anymore. An i7-2600k is what? 2x better single-threaded than a stock Q6600 clock-for-clock? It took 4.5 - 5 years to get that?

Sorry, but as fast a speedup as that really is, my Q6600 does just fine for what I need. Until I can get >4x single-threaded speedup from what I have and 8 cores for ~$500, I just can't justify switching. It's not that I'm not willing to blow the money on it either... I just want to make sure it's an amazing performance boost for my ludicrous purchase.

RE: My 2 cents
By freeman70 on 4/4/2011 9:36:58 PM , Rating: 2
Me, too. I have been running my over-clocked Q6600 at 3.2 GHz (2.4 GHZ idle) for over 2 years and am satisfied with its performance and stability. I am also waiting for serious bump in performance before dropping a lot of money on new ram, a new motherboard, and a new CPU. The only tangible performance improvement I have seen over the past few years is when I bought an Intel G2 80 GB SSD for OS and programs and replaced my aging nVidia 512 MB 8800GT with a 1GB GTX 460 (tessellation is amazing).

RE: My 2 cents
By shiznit on 4/4/2011 10:39:16 PM , Rating: 2
q6600 to 4.0 ghz Core i5 750 was a huge jump for me and well worth it and is what I consider good enough, ie not the bottleneck in games. So I am definitely skipping sandy bridge on the desktop, but I am dreaming of a sandy bridge macbook air 13 with backlit keyboard.

RE: My 2 cents
By Shadowmaster625 on 4/6/2011 9:17:24 AM , Rating: 2
A SB is only 50% faster clock for clock vs a Q6600.

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