For all the people who keep saying Valve are to blame, or ATi is 'lucky'..........
I read an article a few months ago about the nVidia 4x2 and ATi 8x1 registers etc, and it also expanded upon how each card had implemented the DX9 specification. It appeared to me then, as it does now, that ATi stuck much more closely to the specifications, and nVidia tried to be clever with 4x2 and also the cg_codepath stuff. nVidia, in my opinion needs to change their attitude, and create a chipset that actually follows the DX9 specifications properly. Then they could get ahead with the advantage they have with memory bandwidth etc.
The only people nVidia can truely blame are themselves. They took a risk to try and leap ahead, and it turned out to backfire. Hopefully they will just get on with the job of implementing proper DX9 specifications, and stop trying to be clever by working around them. They have plenty of ability, market share, money, resources, etc to be able to push a new (or revised) chipset into the market.
However, I don't think they will. I think they will just chunter on in the knowledge that they have a huge income from OEM's, and they will still be left with maybe up to 50% market share even if they dont release a new chipset until late 2004 or early 2005.