Who Keeps Intel Up at Night?

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The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

The battle lines have been drawn. On the heels of Intel saying that it's going after more of the mobile processor market, ARM Holdings announced that it expects its chips to capture a greater share of the PC market. David thinks that ARM's strategy is a compelling one, and that's why he's putting ARM Holdings on the 10-Bagger Portfolio Watchlist.

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At the time this article was published David Meierowns shares of Apple.John Reevesowns shares of Apple. The Motley Fool owns shares of Apple, Intel, and Qualcomm.Motley Fool newsletter services recommendApple and Intel. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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