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This product and MS's supporting processes have yet to be tested in the wild. Like they said, don't throw out your f-prot licenses for awhile.
Coming out with A/V serves two purposes: It covers their backs from public frustration over Windows vulnerability; it provides a low-threat, test-entry into a product line with mandatory subscriptions. The first reason justifies the second.
MS was already fully staffed for malware forensics. GeCAD gave them the engine. This is just them finally deciding there's enough market pressure to make their entry into this market safe versus being strung up for abusing their monopoly.
Everyone knew this was coming but I doubt Symantec & friends are feeling comfortable.
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