I can't pick Argentina, because I'm very superstitious.
So my final 4 is:
England: Through to the Quarters easily, and only have to play one more good game to get to the final 4. The luckiest out of the lot, will not go further than final 4.
Brasil: They are the kings of the world game, they have been playing poorly but still won games. It is scary because they finally have a decent defence, and if Ronaldo is dropped they will win the thing, but at the moment they are a certainty for the final 4.
Germany: Home soil and finally get their act toghether, its taken them a while but they've realised that blocking the middle of the park helps the defence out, so attack is fine and defence is getting better, worst German side in decades, but final four beckons.
Netherlands: This is home soil for them as well, they have an incredible record in Germany (R/U in 74 and won Euro 88).
Italy- they have worldclass players in all positions, good teamwork and FINALLY a good coach. My personal favourites.
England- a very strong team, despite what many in here will say. Their current generation of players is their best of all time, IMO.
Germany- a month ago they seemed to be a bunch of amateurs. But, they woke up just in time. They should never be counted out, especially when they're the hosts.
Portugal- a very underrated team. I sense an upset from them. Don't forget they have one of the best coaches around.