Discovery is obviously weaker this year (in some respects). I have a hard time calling it "disarray" however. They have three riders in the top 7 currently, that's almost 50%. Whether they'll hold that for long is another question, but we're not going to know the answer to that until stage 7 at the earliest.
I know the rest will have to be concerned if any of them are in a break.. which may be the point. They have a lot of options to choose from right now, why show your hand before you have to? Seems pretty smart to me to keep the other teams guessing if it costs you little to do so. We'll see what happens.
WBT, you're the one that made the observation that this year's strategy would be a little different, saying that teams would be out in the flat stages trying to rack up the time bonuses. That's what Discovery did today, are you now saying that doesn't make sense?
If any teams are in disarray right now, I'd say it's the ones that are not currently intact (regardless of the reason). Gerolsteiner, Davitamon, Discovery, Agricole, Phonak, etc. are looking pretty good right now.