One thing is sure, if at launch the best bulldozer chip isn't better then a 2600K a lot of people will jump ship to intel. I know I will.
Think about it. You can't really predict the future and the humanistic/behavioural reaction of people to BD. If you could then you'd know if it's a good idea to invest in Intel or AMD stock right now.
Fact is if it doesn't beat the 2600K then it doesn't. Factor in price/performance, power draw, physical cores (important in server conditions), and a host of other things (after release) and you'll probably see that "tonnes of people are going to jump to Intel if it doesn't beat the 2600K" may not be right, it'll probably be less than you think. Maybe a lot of people jump to AMD after the release even if it doesn't beat the 2600K. OR maybe the status quo is kept.
I've thought about it and also studied up on my Economic Systems textbook (again) and at this point in time it's up in the air. I'm happy with my 955 at the moment, but maybe my mom wants a new computer in the coming months. Would I get her a BD rig? Probably not I'd probably get her a Llano rig depending on what's best for her at the time. Would I get my dad a BD rig? Again it depends, he has a pretty good i7 system right now and all he needs is an SSD and really doesn't need up upgrade since all he does is use CAD, Outlook, and a few other work programs.
Would I get a BD server for my internship business? Again it depends (but probably not since I don't need to virtualize things due to the low ROI for small businesses).
Where do I see BD shining? In the enthusiast and server markets. And as a trickle down result if their flagship CPU kicks Ivy Bridge's ass then more interest might be shown in the Llano (cause lets face it, we can't ignore trickle down effects from flagship products being the best and people buying the entry level stuff even if the entry level product may not be as great as another competitors entry level product). Llano will likely cover people like my mom and cousins who don't use the computer to play games.
So in short. I think the status quo will either be kept and the net migrations will even out (ie. Enthusiasts jumping to Intel, while people like my mom and cousins jumping to AMD) OR although enthusiasts jump to Intel, AMD gaining a greater marketshare due to a greater number of people like my mom and cousins going to the AMD camp. It's all a big dynamic system.
PS: I would put my money where my mouth is and buy AMD stock but seeing as I pretty much live month to month being a student and all I can't.