MS Security Products

Bill Gates has made the MS policy on their upcoming security products a little bit clearer:

• Anti-Spyware will be available in consumer and enterprise editions; the consumer edition will be free, and there will be another beta release within the next few months;
• They're also planning to deliver what they call "the ultimate mail virus protection" by the end of this year;
• The anti-virus software will be based on the GeCAD engine, which MS acquired when it bought up GeCAD (A Romanian AV company) last year;
• There're rumours of an anti-spyware / anti-virus / firewall bundle of products being released on a subscription basis (presumably to enterprise customers), which is currently codenamed "A1";

In one fell swoop, it looks as if MS are planning to kill the idea that its OS is insecure, and is vulnerable to viruses and spyware... or is it placing a sticking-plaster on a nasty wound?

I think it's a step in the right direction for them, but I wonder what the AV vendors think of this news?