I guess Phenom 2 will have to cover AMD's dual core segments till Summer then. Maybe that will mean quad/hexa core phenom 2s for the price of dual core Sandy Bridges? Not a bad proposal I'd say.
Llano will be ok as long as it doesn't take much longer than July, Intel needs SB more than AMD needs Llano at this point since the former doesn't produce discrete graphics chips. Bulldozer is where the game is at for AMD so it should be highest priority for sure.