How is Ageia going to combat the general feeling of apathy that seems to exist around physics acceleration in general? I think that's the biggest question in Ageia's future.
It seems like consumers are loathe to shell out $160 (the price of an ATI X1650XT card) simply to add a bit of extra realism to their games. I use the comparison to a midrange video card because most of the enthusiast market is midrange. A survey was conducted not too long ago that showed that the vast majority of gamers and enthusiasts own midrange hardware, not the top-end, bleeding-edge stuff. Either Ageia needs to find some way to lower the price of the PhysX solution, or else they need to find some other way to convince the average gamer that a physics accelerator isn't just a bleeding-edge luxury, but a necessary part of their gaming PC.
If that little PCIe x1 PhysX card makes it to market, and if there's enough support in games, I might consider one for my machine. My motherboard (NF570 Ultra-based) has one PCIe x16 slot, three PCIe x1 slots, and two PCI slots. If more expansion cards don't become available that use the PCIe x1 slots, then I'm stuck with a full-ATX motherboard with the expandability of a micro-ATX.