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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: "flaw"
By Samus on 4/5/2011 11:42:55 AM , Rating: 2
Right, the Z68 chipset isn't really "delayed" as it is just further down the marketing pipe. The mobile sector was what Sandy Bridge was targeted at as Nehalem is still more than adequate for the desktop market. As Anandtech said, Sandy Bridge isn't a convincing enough solution to warrant replacing (or even upgrading) an existing Nehalem desktop. It offers better video encoding performance, better overclocking potential and about 5% more performance clock-for-clock.

I run a Core i7-950 (which I upgraded recently to from a i7-920 just for the better turbo mode overclocking curve) but for just about anybody, even myself, its wasted power. The only CPU intensive tasks I run are games, where single and dual core performance matter (hence wanting the second=gen turbo mode clocking curves.)

But I appriciate the low power consumption (for a desktop) and reliability the x57 chipset has given me.

My laptop, however, is an AMD Brazos. It was a great replacement for my aging T40 which never cracked 2 hours of battery life (first-gen Pentium M 1.4ghz) but was completely reliable for nearly 10 years.

I feel bad for Intel's uf up because they've traditionally provided rock-solid solutions, something AMD has been spotty on, mostly because of the chronic failure of nVidia mobile chipsets (and even some desktop nForce 6150 series) giving THEIR chips a bad rap. All the more reason buying ATI was an attractive solution. When the Athlon launched with the original AMD 760/761 chipset (1999?) I remember it being the most stable AMD platform I'd even used to that date. Gone were the days of the K5 on a VIA or SIS chipset (although the SIS 735 was pretty good) and we can thank Intel and Netburst for giving AMD that chance to push that into the common market.


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