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.

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Austin Smith owns shares of Intel. The Motley Fool owns shares of Apple and Intel. Motley Fool newsletter services recommend Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.