Im going to start off by aying i like AMD, they offer good CPU's at the $100 or lower price point right now. And every system in my house is AMD other than my main rig in sig.
That said AMD really needs to get there crap together, they have been falling apart since the core2 days and show no signs of turning it around. There new Phemon II CPU's arnt even competeing with anything intel has made in 2 years, they are competeing with 2+ year old core2 quads in performance. Now with SB out AMD is really going to take a pounding. Overclocking is not done by enough people for SB being locked out to effect much of anything in overall sales, its not going to drive droves of customers to AMD thats for sure.
I have high hopes for BD but unless we are talking a 50+% IPC improvement(i think i have a better chance of winning the lottery than this happening) i think LGA 2011, which will probably be out the same time or close to BD, is going to murder it and we will still be right where we are now with all AMD CPU's selling for $250 or less because they cant compete and the top intels still being $1000+, a complete reversal of the A64 vs P4 days.