Here is the link for the quote. There are a number of reports like this. PC sales have historically been weaker in Q1 (following Xmas sales) and that is what Acer is saying. The revenues are below their forecast.
Server demand will more than make up any difference. Acer is not in the server business. Huge profits in servers. Intel gave guidance while taking into account everything, including server demand. More than half the servers sold, cannot be tracked by analysts which is what Intel most recently stated. Estimates are already lower than what Intel guided, so Intel should have absolutely no problem in beating estimates and guiding higher for Q2.
Sandy Bridge is far from a flop for Intel. What Sandy Bridge is doing is lowering the system cost by pulling the graphics functions into the Intel CPU. Lower cost, lower prices = lower total revenues for the systems guys. Intel takes a larger percentage of the parts costs of the system.
The analyst in the original article was not identified so I calling him a moron is something I can't do. Not enough information.
All manufacturers who used the Intel Series 6 chipset will be allowed to exchange them. I have not seen any other discussion about other compensation.