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Great thread, Doc.
If Z is all in for '13, and if bringing in a Bonderman or Garland is all about finding a couple of cheap 40% bets and hoping one comes in, then Big Foug guys have to be part of the battle plan. Assuming that ERAM is a lock, that means that some of the Big Three must be in, at least, the 2nd wave onto the '13 beachhead. And there's a chance they will be in the first wave.
OK, so we open with Felix, Saunders, Erasmo, Iwkuma and one of Bonderman/Garland/Beavan. Beavan is a fairly safe bet to be decent but if Bonderman and Garland are each less than 40% rolls (and I think that's fair) then you still have, at best, slightly less than 2 out of 3 shot that one of them is a rotation guy on April 1st. It could be a 15% shot, something like that. That means that you have to be considering a Big Three guy, even now. Assuming that one of those three guys shines more than Beavan in Arizona. Not a longshot bet. I'll lay money on that now.
I haven't seen much indication of that from Z/Sarge, but the thought that a Big Three guy just might break camp must be there. if 2013 is all about 2013 and not 2015 then they can't really afford to not consider that. If we're only 1/2 in in April and May, you many get 20 starts out of 4's and 5's before we make a Big Three call-up. If Beavan stumbles then there could be a hole in that plan.
10 starts from a gouged Garland or Bombed Beavan or Blasted Bonderman may dig you a deep and early '13 hole.
Then the All In in '13 strategy collapses.
All In means just that Z. Make your move.
moe

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