What's more, consumer PC shipments dropped 8% in the quarter, and Netbooks fell 40%, which Microsoft CFO Peter Klein blamed partially on the rise of tablet computers like the iPad. Indeed, "You have to live underneath a rock not to know that the iPad has taken share from the netbook," Pat Becker Jr., principal of Becker Capital Management, told Bloomberg Businessweek. "It's a problem on the consumer side, and that's a market where Microsoft continues to give up territory to Apple."