The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor/analyst Austin Smith discusses topics across the investing world.
In today's edition, Austin outlines why he owns shares of Intel. One big reason is its sheer size. It controls 80% of the semiconductor market and has an R&D budget that eclipses some competitors' market cap. This company is so big, and has so much cash, that Austin believes its foray into the mobile space will be a force to be reckoned with. While it won't be easy to unseat ARM Holdings there, Intel has the resources to produce an incredible product. There is also a sideline growth story that many investors seem to miss here, and that's the move toward cloud computing. Intel is in a prime position with its server processor segment to continue to win here.
Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.
