i agree. scarcity is important, but at some point you have to turn that into a statistical advantage. I fail to see how taking soraino helped, this year (in the top 5 -- heck even top ten) rather than hurt you in terms of opportunity cost.
I would rather have had a good about of people over him when all is said and done.
I know you can skip the big otufielder, take soriano and end up scoring with drew etc. but what about the guy who got manny or thome or something, then got young later? or someone else? I think scarcity is important definitely -- but at the end of the day your grand total of stats is what wins or loses, scarcity is a fleeting advtnage if you don't capitalize -- all of those strategies are contingent on soriano producing ar a comprable level to the other big studs, and he hasn't.
I should add that of course he is a "stud", but he isn't first round material stud right now, and that makes the scarcity argument harder to employ, because now your OF has to not only make up the difference in stats from soraino/OF to say bonds/2b, but he has to make up some of sorianos slack too, as he underperformed.