As others have expressed, I am getting tired of the hype, and want parts. With any luck, BD will live up to the hype. If not, then the absolute best AMD can hope for is to continue to appeal to the "value" market, and I expect there will be a lot of people out there, myself included, who will be disappointed. That said, I will almost certainly not switch to Intel as their parts are overpriced, IMHO.
One consequence that might be expected if BD does outperform Intel's best parts is that AMD may once again become the pricy part. (Remember the days when AMD had no competition in Intel's "Core" parts?) If that happens, I might not buy into the coming generation of parts; rather, I might just wait to upgrade until BD's successor hits the market and buy the BD generation of parts.
Also, I really hope that AMD has all the embarrassing hardware bugs worked out. If the delay in releasing the parts has resolved the hardware bugs before the part hits the market, then Kudos to AMD. If not, well, I suppose AMD will have to sport another black eye.