Quoting Daniel Pittman (daniel@rimspace.net):

They note the specific part of their role that this hits, what the larger conditions are, and identify that there might be an issue under those terms.

They are not, obviously, leaping directly into an investigation today, but that seems reasonable: the issue came to light weeks ago, the product is not on the market, and generally governments (for better or worse) prefer a hands-off approach to allow businesses to sort this out.

So, you win: they agree that there might be a restriction on competition in the market, and that might deserve investigation later, when the details are clear.

Moreover, they impliedly invite someone like Prof. Poyogo-Theotoky to detail for them how the substantial lessening of competition is occurring. (Obviously, such an explanation will be much more effective after MS-Window 8 ships and specific real-world OEM details can be cited.)