Carmichael had a great post today saying he's proud of LA, but that he is basically now riding to defend second, not win it. He made it sound that he can't imagine LA not working for Contador. I see no shame in Lance finishing second to Contador, especially with less than a year of dedicated training since making his comeback announcement.
I think Astana is in a strong position to sweep the podium as well.
As far as Lance challenging Contador, not this year. But hopefully next!
Carmichael Training Systems: Bicycling.com Stage