If I were NASA, I would actually pick Boeing for exactly the reasons you would disqualify them. They have a fairly proven, safe solution that could get astronauts into orbit and back. It would be expensive per launch, but since it is all proven technology; it should be done on time and on schedule.

In addition to NASA, I would select SpaceX as they have promising technology to reduce the cost. By funding them, it would basically be buying an option on having a reduced cost solution to replace the Boeing solution if it actually pans out.

SNC is probably a bit to far out to take as seriously as SpaceX or Boeing.