The following video is part of our "Motley Fool Conversations" series, in which technology editor/analyst Andrew Tonner and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.

In today's edition of the Fool's series "Should You Love This Dow Stock?", Andrew and Brendan put semiconductor powerhouse Intel under the microscope.

Coming out of 2011, we see increasing bullishness in the semiconductor space. The supply disruptions resulting from last year's Japanese disaster and Thai floods led many observers to project a relatively large downturn in the semi market. However, during the most recent earnings season, we've seen semiconductor stocks largely beat estimates -- Intel among them.

But uncertainty does cloud part of the company's way forward. It still lacks a meaningful presence in the mobile space, something the company has pledged to correct. Listen on to hear what investors should expect from Intel.