"Microsoft's overriding goal should be to eliminate the need for AV anti-virus and AS anti-spyware products, not simply to enter the market with lookalike products at lower prices"
Microsoft's security announcements this week have scared the bejesus out of independent anti-spyware companies, but they can take some comfort in the fact thatthe companydoesn'tseem to know exactly what it will deliver and how, and how it fits in its overall strategy. Gartner made hay with this point, saying that the company squandered the opportunityto "clarify its strategy for the security market and articulate whether it plans to be a leader in consumer and enterprise security solutions across desktop, server and server gateway."
Microsoft doesn't need this market; it needs to fix security problems. The announcements help fill in some of the gaps in Microsofts emerging security strategy, but since it is one built on reactivity I'dsay it's more of a thankless effort than anything else.