Craig-Hallum analyst Anthony Stoss lowered his estimates to reflect Silicon Motion's update guidance today but he reiterates a Buy rating on the shares with a $67 price target. The analyst does not attribute the weakness to any share loss by the company. Rather, he believes NAND makers are prioritizing new NAND coming online giving it to data center customers over consumer customers due to higher margins. Stoss sees this as a short term issue and looks for NAND to begin to reach consumer customers late in Q3 with much more coming in Q4. He would be a buyer of Silicon Motion shares.