Spa was another disastrous weekend for Porsche. I wouldn't read too much into that. (also there was a lot of testing going on during the race)
I think that the 997's are reaching the end of their era and are having a hard time competing with some of the opposition...on certain tracks.
It's is important to remember however, that the BMW's have been granted 32 different waivers (according to some in the know) by the ACO, so those cars had better be fast.
The 458's are very fast, but they have not yet proved that they are reliable for an entire 24h race.
The Le Mans track suits the Porsche's (usually have great top speed) so I expect them to be in quite good shape for the race.
The Felbermayr boys seem to be upbeat (and I'll be "chatting" with them throughout the race) and I feel that the #77 car stands as good a chance as anyone to win again this year.
The #80 Lizzards will be another very fast Porsche , and I expect them to be within the top 5 in Qualy and hopefully their usual bad luck at Le Mans will have finally left them. They stand an excellent chance of winning.
Speed is important at Le Mans, but speed without reliability is worth nothing at all.