3Dlabs has adopted geometry acceleration as a matter of course, and it fits neatly into their product line, and strategy. Yet, Evans and Sutherland chose not to. Granted, Evans and Sutherland is not doing as well as 3Dlabs these days, or so the rumors go, but that has less to do with the 3D pipeline than Evans and Sutherland's execution of a business strategy. If there's fragmentation at the high-end of the market, there is bound to be even more in the consumer space. It's all about timing, and I don't actually think that game developers are in a position over the course of the next eighteen months to slip and slide up the 3D pipeline.
Game developers have enough on their plates.
There's 3 existing consoles, PlayStation II, Game Boy Color, online gaming, and maybe, just maybe, an X-Box. In addition, development costs continue to go up, and that's forcing game developers to spread their franchises across a greater number of platforms. That means they're going to hold on to their geometry for a while, and only release it on special occasions. There'll be some good stuff on a GeForce, but just as likely, there'll be some good stuff using T-buffer. Otherwise, the majority of game developers are going to have put their big development monies in making the most of franchise title releases on something like PlayStation II, or even, getting their Internet technologies honed.