AN ANALYST AT Citigroup Smith Barney claimed that Advanced Micro Devices wasn't able to deliver enough shipments of Athlon 64s in its fourth quarter. According to reports, that was due to "manufacturing problems", and Smith Barney expected shipments of 170,000 units versus its original estimate of 350,000.
The analyst did not say what he believed the manufacturing problem was. When the INQUIRER attended Computex in September 2003, we saw documents at motherboard manufacturers with estimates for AMD microprocessors during last year and this.
News source: The Inq