Lance is gonna race Contador, not convinced the reverse is true. Contador will be racing Andy, and will try to figure out very early on if there is anyone else he needs to worry about. I am not convinced if Lance features stronlgy this worry list. But the multitude of potential scenarios, if he just lets others take the race to him, makes me think he will try to get clarification very early on who is worth bothering about, and reduce the list of possible tour scenarios dramatically. And probably calm some other "if-if-if" GC hopefuls down a bit too, who, if Contador is looking mighty again, are likely to decide very early on, not to waste too much energy on chasing a lost cause, and conserve energy and target a stage win instead.
I think the real hope some have is that Contador will want to make his mark repeatedly, and overdo it. I think the real fear they have is that they all know, with the possible exception of Andy Schleck, that it is possibly more likely he'll actually pull that off with ease, and no-one will be able to ride along on all these fun-rides.
And I think it isn't just Contador who will want this clarity, and force an early pre-selection. I expect him and Andy (and thus Frank) to be very good friends early on, for the same reason.
Much as Gesink enjoyed doing well in GC during the Vuelta, he frequently stated he would have loved a stage win. He's still in that phase of his career. And stage wins are not to be sniffed at. In which case he (and other newbies) would be a more natural ally for Contador too, helping Contador and Andy with a break might be far more lucrative. Teaming up with Evans, Lance, etc to ride away from Contador and get a sizeable gap, and be granted a win, is a far less likely scenario.
If I was Gesink, I'd welcome being up ahead with Contador. I would not feel the same way if I was ahead with Evans.
I suspect we're gonna see a 2 camp split this year, early on, going up the hills, amongst the true GC teams. Sky/Shack/BMC vs Astana/Saxo. The others will ride more opportunistic, and since I assume Astana/Saxo to be the stronger camp, they will fall in line with them, for opportunistic ambitions. With stage hunters as the wild cards.
I'd be amazed if Contador ends up as alone as people sometimes depict here.