In Windows 9x anti-malware would just run arbitrary code in the kernel that hooked whatever it wanted. In Windows XP a lot of these things got proper interfaces (like the file system filter drivers to facilitate scanning files before they are accessed, later replaced by minifilters), and the 64 bit edition of XP introduced PatchGuard [1] to prevent drivers from modifying Microsoft's kernel code. Additionally Microsoft is requiring ever more static and dynamic analysis to allow drivers to be signed (and thus easily deployed).
This is a very leaky security barrier. Instead of a hardware-enforced barrier like the kernel-userspace barrier it's an effort to get software running at the same protection level to behave. PatchGuard is a cat-and-mouse game Microsoft is always loosing, and the analysis mostly helps against memory bugs but can't catch everything. But MS has invested a lot of work over the years in attempts to make this path work. So expecting future actions isn't unreasonable.
