Never heard that name, is that their much-talked-about new virus killing software?
Regardless, I have a hard time believing a piece of MS software would perform better than the veterans of this niche of the software market. I doubt Eset and those people have much to worry about, at least in the short run.
Had this still been the early days of the 21st century MS would doubtlessly try to commandeer the virus scanner market like they did the browser market by bundling their - initially very crappy - solution, refine it iteratively, and when it performed well enough it would simply starve the competition to death.
Then when every other company had either been crushed or reduced to insignificance, they could stop throwing money and resources at developing their software and simply coast along for as long as possible...
However, lucky for us those days are now long gone. Governments and other organizations are aware of MS's tricks, and have already leafed through their dirty playbook. This won't work again; if MS attempts to bundle a virus scanner with their OSes they're going to get sued again.