If this is truly the case then Firefox users will notice and either turn the third party cookies back on or complain/switch to chrome. If the effect is that big, and people want to see the targeted ads, what do the ad networks stand to lose?
Firefox is making a right move, there is now a distinctive conscious choice you can make: Firefox, privacy by default. Chrome and IE can never counter that (because of their affiliations with ad networks). Maybe its not the biggest reason to use a browser, but it's a big one and it enforces Firefox's position in the market.