Looks like these guys were right:http://www.vccafe.com/2009/06/23/3dv-systems-and-primesense-are-the-israeli-firms-behind-microsofts-project-natal/
So it appears that MS got PrimeSense and 3DV for hardware and perhaps gesture solutions, and they developed the neural network skeletal system software in-house.
Also, by what PrimeSense is saying on their site, the chips are already mass produced and products utilizing them will be available at mass market prices.