Joe,
Are you just dense? GLSL spec wasn't approved until recently, that, more than anything, is why we don't see any GLSL compilers shipping. Not because "they are difficult to write" How could they have been written at the same time as DX9 when OGL2.0 hasn't even been formally adopted yet? Oh yes, I see, more evidence that OGL2.0 is inferior, because they took longer to examine HLSL problem and come up with a superior solution? If Nvidia didn't push Cg, it's not even likely DX9 would have HLSL builtin (it doesn't really, it was a last minute hack to D3DX)
But more then that, all along you have been claiming that DX9 drivers are easier to write because MS provides the compiler, but the fact is, you are wrong, since IHVs must still write compilers.
Now you're trying to say "well, it's just NVidia's problem." Well, it's not. The more flexible the HW, the more of a problem it will be. The problem is going to get worse, not better.
Can you even logically explain your anti-OpenGL2.0 argument? I don't quite get it. DX9 drivers are still difficult to write, and still require optimizers, which become more complicated as your pipeline becomes more flexible. Well, this is the same with OpenGL2.0 I don't see the inherent advantage of DX9.
Then you claim superior stability, but since OpenGL ICDs undergo way more scrutiny because of their association with the DCC market, that's also a fallacy. ATI and NVidia have to make sure their drivers don't fubar up 3dStudio, Maya, Autodesk, Solidworks, etc not to mention Medical imaging, government defense, etc.
Then you claim superior user experience, but OGL game engines dominated the market long before DirectX, had superior performance and features (until DX9) Briefly, DX9 has a slight lead until OGL2.0 comes out. And just look at DirectX-Next. You think DirectX-Next drivers are gonna be simple to write?
Then you claim consistency, yet DirectX forces users to constantly upgrade their runtime (why does every DX game run DXSETUP and often force a reboot of my computer?), and a DX driver for a well known flexible card (NV3x) took extraordinary efforts to build, and hence, delivered a considerable speed boost (I dare say, until the compiler was implemented, the card was unusable for DX9 games)
Your answer is "well, this is only NVidia". My answer is, time will tell, but if you simply look at CPUs and the direction that GPUs are moving with flexibility towards general purpose pipelines, it is far more likely that future DX drivers will be much harder to author, not easier.
In any case, DirectX9 doesn't free you from having to implement compilation in the driver, so the entire argument about OGL2.0's requirement that drivers do compilation is essentially moot.