I doubt they're going to be Kinect only. I read something from them a while back and they seem a bit like Nintendo. They make whatever interests them. Their first game, The Maw, was supposed to be a WiiWare title but something changed in their relationship with Nintendo before it was complete. They went to Xbox and released that awesome platformer. Next up was Splosion Man. It was supposed to be a Capcom published title but, again, something changed and so they went with XBL. Another awesome game was created. Comic Jumper (their weakest game so far) was hilarious and epic, too. And finally, the Gunstringer was just an idea they had and felt like Kinect was the right platform for it (though they wanted it to be a downloadable title).
From the thing I read (I think it was Game Informer a couple of months ago), the guys just come up with off the wall concepts, input their trademark sense of humor, and make a tight playing game. Hopefully, Microsoft won't lean on them too much. If these guys can continue to make the kinds of games they think they should be making, without restrictions (ie: "Make us a Kinect game." "Make us a Kart Racing game.") and they finally get the kind of budget they deserve, then there's some good times ahead for Xbox owners.
