They can't keep up with either Linux or Apple. The release cycle of MS is to slow these days and they apparantly have a hard time getting in new features into Longwait.
Now they're trying getting mediocre software into the server market (spyware scanning apps on a server???), so everyone should enjoy the show on how MS, the almighty, rich company, is losing face (and some few percentage of the market).
It will work against them if they keep relying on antivirus and antispyware to fix their problems. It shows too clearly they can't fix the operating system.