In the following video, Motley Fool tech and telecom analyst Andrew Tonner looks at two of the biggest players in the semiconductor space: Intel (NASDAQ:INTC) and Qualcomm (NASDAQ:QCOM). But while they both might be major names in this industry, the two companies have radically different investing theses. Intel is definitely the value play, an institution in this industry, trading very cheaply at the moment because of major headwinds with the PC market slowing down, while Qualcomm is the growth play, as one of the dominant players in the mobile chip space. Andrew tells us which move he would make and why.
Andrew Tonner has no positions in the stocks mentioned above. The Motley Fool owns shares of Intel and Qualcomm. Motley Fool newsletter services recommend Intel. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.