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Personally, I had always taken the "giant" sequence as just a really nasty mountain storm with avalanches. We were just getting a dwarven mythic explanation of it in the book (imo). Peter Jackson took it literally (as some readers did).
Actual stone giants .... errrrrrr, just doesn't seem to fit in the LOTR universe well (and it was another instance in the film of dwarves engaging in Wiley Coyote cartoon physics in surviving it). This was the early part of the story when Tolkien couldn't seem to decide whether he was writing a children's book or not.
Not that I think much of children's books that treat their readers as if anything can be pulled out of thin air for a cheap "o wow". Seriously, I love "The Hobbit" but I'm completely aware that it is a very awkward work in some ways.
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