Charlie,
To clarify: I'm in a "student" role here. This is the first time in 16 years that I've had to deal with carbs on big inboards, so I'm trying to soak up as much as I can.
It was actually JimPend who suggested timing, but it makes sense to me because timing issues are so often the cause of backfiring through the exhaust. I would think timing could also explain a carb cough too, particularly in engines with a cam overlap...?
I was thinking the other way around with a stuck float valve. It stuck OPEN in my outboard this spring, so the bowl flooded. It didn't backfire, but with that much excess gas, I expected it to.
My question about the lean condition was to get an understanding of what being lean does. I could see how a cylinder could be SO lean that it doesn't spark-fire, so instead it spontaneously fires instead. (backfire) However, it sounds like the accepted explanation is that a lean mixture is more volatile and more likely to detonate BEFORE the spark... I guess I just had it reversed.