It might not be a Kinect related software house, but they're probably making more shooters... Something the Xbox doesn't quite need at the moment. Microsoft keep cornering themselves with that approach and Kinect doesn't seem to be changing their image, in my opinion.
At the very least, it's a modern setting with guns involved, just take a look at the artwork on their site. We can all present however many arguments as we want to, but the nickname "shooterbox" didn't materialise out of thin air.
Edit: It would seem I am partly right, going by this rumour: http://www.joystiq.com/2011/05/02/rumor-microsoft-game-studios-vancouver-working-on-core-kinect-s/










