Tranny, you kinda answered your own question. When the other "roid" pumpers called it quits their bodys immediately shrunk because they were healthy and continued with cardio but had no juice to keep the muscle fibers pumped. So they lost a ton of weight fast.
Now with Bonds he (may or may not have) gotten off the designer juice and didn't follow up with his current exercise program. So now he probally still kept his large eating regimine because his body was used to that and he isn't working out as hard. So he's still maintaning size but lost his cuts. Like you said "built a fat layer".
My argument is, now he's ready for cardio and will lose the weight fast so he better come up with a great excuse. What better way than to get your doctor to say "lose the weight because of your knee".
I don't have any facts (like you) but it does lead to a good conversation. I don't really care either way, I'm an Angels fan (I lived in Orange County almost all my life). Hopefully they will get to the World series along with the Angels and we can meet up for a primo smoke at the Big Game (in Anaheim of course ;o) )