I'll go with:
Cry Baby (mostly positive notices from out of town)
In The Heights (very well-received overall)
Little Mermaid (depending on the the reviews)
Passing Strange (a small show, yet it probably will have received the strongest slate of reviews of any new musical -- The Times, Variety, The AP, New York Mag et al loved it -- which probably will be enough for the nominating committee to give it one of the four slots)
Dark Horse: Xanadu (fun, campy and silly, but I'm guessing it may be considered too light-weight to grab one of the four slots)
I'm predicting that because of the anti-Mel backlash, overhype and blisteringly negative reviews, YF will be snubbed for Best Musical -- but will get nods in some of the design and acting categories
As far as A Catered Affair, I keep hearing mixed to surprisingly negative word of mouth from people I know from out of town who've seen it, leading me to guess that it'll be overlooked (though Prince will get a nod)
"What a story........ everything but the bloodhounds snappin' at her rear end." -- Birdie
[http://margochanning.broadwayworld.com/]
"The Devil Be Hittin' Me" -- Whitney