Lloris will not start already, Friedel is still number one
I think you are right. Although AVB will want Lloris as No1 as soon as he can, he knows that if he dropped Friedel after the Norwich performance he would get hammered and risk unsettling the squad. Lloris won't have a chance to work with the squad until a few days before Reading (because of the international break) so I reckon AVB will tell him he's on the bench for Reading and after that its game on between the two of them.