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Churchill responded to a comment the other day saying he guesses only a 10-15% chance Ms would pick someone other than Rendon or Cole. http://prospectinsider.com/view/draft-weekly:-4.30.11/
Don't know what he said behind the pay wall, but I don't recall him ever linking the Ms to Lindor.
I do tend to trust that the guys who delivered Ackley-Franklin-[Baron]-Poythress-Seager-Jones and then Walker-Littlewood-Paxton-Pryor will make a good choice.  (And Baron seems to be coming around, with a .750 OPS this year.)
Cole and Rendon are making it a tougher call than it should be, but there's nothing indicating their ceilings are lower than they were at the start of the year. 
I'm guessing the odds of passing on Rendon, if he's there, are very slim.  Passing on Cole, if Rendon's gone, is probably somewhat more likely.