Techman - With Intel already profitable, any increase in volumes would largely go straight to the bottom line. An increase in demand would mean increased profits. For AMD, their ability to produce their products is in serious question so an increase in demand doesn't necessarilly mean anything. In this case Intel should react more favorably to hype however I don't see INTC doubling any time soon:( With AMD essentially priced at book value maybe you're right after all?