1.) Kinect navigation will be better than anything on the market, period. gesture, voice, the whole 9 is going to be pretty damned advanced.
2.) the partnership with cable companies is already a rumored thing- the two skus rumor (one that plays discs, one that doesn't) has been around for a while.
3.) the xbox branding is >>>>>>>>>>>>>>>>> any other DVR box. don't underestimate the power that strong branding might have. Microsoft also already has deals locked down with MLB, ESPN, Netflix, etc- this isn't the case for everyone.
make no mistake, this will sell- the only question is how painful is this going to be for xbox fans.
I'm seriously not convinced. The partnership with cable companies has been rumored, yes, but it's a rumor that neither comcast or Verizon has anything to gain from. Hell, in many ways, Verizon working with microsoft on a media only settop box for FIOS would be a conflict of interest. And as for the deals locked down with all those people...it's the same with all the other heavy hitters. Netflix is more interested in keeping an open APU for anyone to use, MLB has deals with Sony, ESPN is merely ESPN3 and wants to be as wide spread as possible and gains nothing from exclusivity, yatta yatta yatta, Microsoft doesn't have media exclusives. They have what everyone else already has at a much lower cost. That's not enough. For this thing to be a hit and I mean a real big score, bigger than the 3.7 billion the xbox division pulls in every year, they are going to have to make people go crazy over this thing. And if their response is as milquetoast as their Surface and Windows Phone 8 outings have been, they can't expect to break that much new ground.
XBOX needs to be a gaming platform, period.
As for Kinect....I'll believe it when I see it. Like Jeff Gerstmann said, "The first time Kinect works, it's like magic. Every time after when it doesn't work, it is the worst thing in the world and you hate it forever."