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I think their approach with Bay is "if he falls into our lap as a tremendous bargain, fine; otherwise, pass."  At least that seems to be the way they're treating it.
Why?
(1) LF is their flex point: MB will play there some when Jr is the DH.  Saunders some.  Figgins can flex out there when Tui plays 3b.  The ABs you want to spread around Griffey-Saunders-Tui would all be stomped out by Bay.  Otherwise, you're taking Bradley's bat out of the lineup to get those guys in, and that doesn't make sense.  (In other words, LF is covered -- by the sum of your part-time parts.)
(2) Z is playing for July 31, too.  I think that's when he believes AGone or Fielder (or somebody else) will be available.  Bay takes up his payroll space and prevents him from showcasing his young MLB-ready talent in part-time roles.  If they are heading to the playoffs, they will have a cleanup hitter.  They just might not have him until July 31.