You're absolutely right, one actually has a chance to succeed as an add-on device, and it's not Microsofts.
Not to mention we know this is proven technology that can actually work, not just a proof of concept with a bunch of riduclous on stage demo's that require little accuracy.
Nothing about Natal struck me as a viable technology for gaming at this point. It'll be expensive, it's going to show up extremely late, and I'm not convinced that the technology is going to be ready for developers to really put it to good use around launch.
That said, this isn't the thread for Natal discussion. We can continue this in the Natal thread.