Surprised it took him this long to take the plunge. Presumably he's racing AG given that he doesn't have an elite card.
Having suffered through the IM France course a few years ago, I can attest that it is set up well for Lance. Lots of climbing, flat run, and pretty warm. Also, it is right before the Tour so he could make all his PR appearances if he wants. Not sure he would want to be hanging around, but I could see it.
I didn't check, are any of those 70.3's Kona qualifiers? I think Hawaii 70.3 is, maybe.
I personally think AG doping is a bigger issue than people probably realize. If you can afford it, there is very little downside risk. Most people would also argue that with no money prize money at stake there is zero upside, but try telling that to a crazed type A middle aged ironman. I have a suspicion about a few guys I have trained with. Its pretty sad to cheat at amateur sports if you ask me. Anyway, I'll get off my soap box now.