Call me crazy, but I go:
funny thing is, I'd draft any one of them in the fourth round. I'd take Giambi, Thome and Delgado in round 3 for sure. (Of course, Giambi's the only one of those three that makes it that far.) Sexson is a late 3rd, early 4th round pick IMO. All will hit 35 HRs, and drive in 105 at a minimum.
I just think Giambi will be back to form this year. There was really something up with him at the beginning of last year, and I don't think it's going to be a problem again this year, especially in that lineup.