Blowing smoke I think. If we assume MSE is more or less foolproof then it is much worse than just another competitor or other free offers. As long as you zigzag between 3rd party stuff you are a potential buyer - to whatever. Symantec, Kaspersky etc. all have a chance. Once MSE is in place there is risk you have left marketplace for good. I would guess that is why program is not welcomed by all.

A real proof of this will be if computer makers start to dump bundled AV/security stuff and just install MSE. Will hurt bundle-kings like Symantec, Mcafee. Unless MSE is truly horrible few of those ready-to-go computer buyers will race to Symantec shop.