On the one hand they've commited themselves to the Natal interface at least in the intermediate term of 1-2 years and on the other hand they will want to release their next generation console with 3D support and with a Natal 2.0 interface which has a much higher resolution output, 60FPS but much of the supporting technlogy isn't ready yet for the camera or the console so in effect they are a little stuck.
They are investing a lot into Natal for the short term which is whats expected of them, but they have set the timescale at 2015 for the release of Natal 2.0 and for a strong console launch they'll need to get all the technologies at the right price and at the right level of maturity. This reduces the number of options they have available to them.
The current mix is fine, what they are doing with their ecosystem is fine. What isn't fine is that now they have commited themselves they can't change direction as easily to come to grips with competitors. They have in effect planted their feet so if what they are doing works well they will reap some very good rewards however if their competitors and Nintendo is their strongest competitor make moves which undermine their position they cannot as easily move to respond to them.
It'll be interesting to see how this plays out.
Tease.












Kinect!
who needs video games!
