the first film will still end the way it was intended but the second film however will end way sooner than it was going to, my guess the second film will end right after the death of smaug. Giving PJ and co. more time on Dol-Guldur in film two, remember how they switched from the ents attacking Isengard and the battle of helm's Deep in TTT? i'm betting they will be switching from the white council's assault on dol-guldur with the aid of wood elves and smaug's destruction of lake-town/defense of lake-town. Film three, BOT5A somewhere in the middle, bilbo returning to the shire after and than some bridge stuff/setup for LOTR's.