Kevin Mahn makes the bullish case for Intel's (INTC) softer-than-expected guidance. He says the company's lack of supply to meet rampant demand is good for the long-term, arguing companies will turn to Intel for future contracts. Melissa Otto says that depends on how Intel can manage "insurmountable" structural issues. She adds that the legacy tech company needs to find ways to take a larger slice of AI market share with Big Tech poised to increase CapEx spending.