Intel (NASDAQ:INTC) may be the sleeping giant in the mobile space. It has watched earnings erode as the PC market has slowed down considerably and is eager to be relevant in the burgeoning new mobile market. The company already has well-established market share leaders to contend with there, but in this video, Motley Fool tech and telecom analyst Eric Bleeker tells us how a massive jump in Intel's R&D spending over the past three years is almost certainly aimed at the mobile market, and how, if Intel can crack this nut, its manufacturing power and cash on the balance sheet will be forces to be reckoned with.

Eric Bleeker owns shares of NVIDIA. The Motley Fool owns shares of Intel and Qualcomm. Motley Fool newsletter services recommend Intel and NVIDIA. 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.