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Judging from the tech demos shown, I have the feeling they came up with the tech first and decided to worry about how to use it later.
The Sony marketing of Move annoyed me because rather than advertising how good their product was, they spent most of the video rubbishing Natal and the Wii in general. For me, that is really unprofessional and gives me the impression Move will be just something to try and tap in to an already successful motion-orientated market (It's a wii-mote with a ball of light on top...)
And I agree with Garin, Natal was probably just a case of develop the tech and decide what it's applications will be for later. But I guess that way is a good way as well as it gives developers a chance to be really creative :)
I can see this happening.