My prediction.
Llano X4 will be competing against SB I3, just as the Athlon II X4/Phenom II X4 are competitively priced against I3 and I5(dual cores) currently. It is the same arch after all, and it's been some time since I've read info but I believe it's 1mb L2 cache/core and no L3 cache.
Bulldozer I'm honestly not too sure what to expect, it's a completely new arch and there is no performance to really base it off of. Personally I'm expecting it to beat the likes of I7 950, I5 760, I7 870, I5 2500, I5 2600K etc, at least in threaded loads, while being unable to out perform socket 2011.
But it's all speculation, lets just wait for the reviews.