Moncoutié is class. Great win.
The problem with Menchov is that, even if it was just a bad day and he could still get better, the chances of him saying "to hell with it" and sitting up are quite big. As for Sastre, I think he could be close to the podium, or perhaps he'll crack big time when the next mountain comes, no idea.
I still can't see Purito's form lasting throughout the whole Vuelta, and somehow I'm not entirely confident about Antón's consistency, so right now Nibali is my favourite.
Pity that Van Garderen is so unexperienced, but at least he survived the stage and will have learned his lesson. He's looking good for a top 10, but right now everybody from 5 to 20 appear to be rather close so who knows.
Caisse should be interesting. Half their team are GC threats, and tomorrow they have a nice stage to use that advantage. Send any 2 of Luisle, Urán, Arroyo, Plaza and Bruseghin up the road and have fun.