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.