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We had a thread on this a couple of days ago–the consensus is that they are talking about Nuance Communications (NUAN), Tibco (TIBX), and . . . Disney. But I should add that there is a start-up working on gesture technology that (apparently) just wowed CES 2013–Leap Motion–and they may end being a player in this space.
I think NUAN, WLGC, and one of these Elliptic Labs, Leap Motion, or maybe Point Grab.
Sorry also maybe Jds Uniphase Corp. JDSU, they have lots of patents for kinect.
Consensus was right — just wrote about this one here: http://stockgumshoe.com/reviews/motley-fool-stock-advisor/the-best-motley-fool-investing-idea-since-aol-and-amazon-com-in-the-1990s/
leap motion is not quoted