Big 12 Expansion or Contraction? Watch Out for Oklahoma

It might be legitimate smoke or just the hot summer air of the peanut gallery, but conference realignment talk is still percolating in the wake of University of Oklahoma President David Boren’s comments last month about wanting Big 12 expansion. Lee Barfknecht of the Omaha World-Herald reported that five Big 12 schools approached the Big Ten back in 2010 (intimating that they were Nebraska, Oklahoma, Kansas, Iowa State and Texas A&M) about joining forces with Jim Delany. Today, Berry Tramel of The Oklahoman (essentially OU’s home newspaper) explained why Nebraska would never leave the Big Ten and noted that OU was “thrilled at the prospect of joining a conference that included the likes of Stanford and Cal-Berkeley” when it was considering the Pac-12. Finally, Dick Weiss (a Naismith Hall of Fame inductee for sportswriting as opposed to a plebeian blogger like myself) “casually” Tweeted the following on Monday:

Weiss has been on the conference realignment beat before as he was one of the first to report about the “Catholic 7” breaking away from the Big East and then forming… the Big East.

Edit: Weiss has clarified his Tweet:

I don’t position this blog as a newsbreaking site, but I have heard from a knowledgeable person with extensive contacts with current and former Big 12 members (i.e. knew specific details about Nebraska heading to the Big Ten and Texas A&M to the SEC beforehand that couldn’t have been simply guessed from the news) that basically had this to say: Oklahoma isn’t happy with the Big 12 and wants to get out.

Putting aside all of the valid issues of whether the Big 12’s grant of rights agreement can be broken or whether Oklahoma could politically leave Oklahoma State behind (both of which need to be cleared before any moves are even possible), it doesn’t seem as though OU wants to stand pat. David Boren’s comments about wanting Big 12 expansion with the “right schools” was more of a warning shot to the rest of the league because, frankly, the “right schools” wouldn’t ever take a Big 12 invite. As a result, everyone in Sooners land seems to agree on the overarching desire to leave the Big 12, but there are two mindsets within the school: the academic wishes of Boren and the athletic interests of OU Athletic Director Joe Catiglione. (Emphasis that these are currently mindsets that could take years to play out – please don’t interpret anything here as “Oklahoma is leaving for Conference X by the end of the year.”) Boren, not surprisingly, wants a more academic league, but it seems as though his focus is more on the Pac-12 as opposed to the Big Ten as of now. That’s not to say that OU wouldn’t consider the Big Ten (as it did in 2010), but there are still apparently concerns that the B1G would find OU to be academically acceptable. In contrast, the Pac-12 would like Oklahoma if they came with, say, Kansas. The West Coast league just doesn’t want an OU/Oklahoma State expansion (which is what OU had offered back in 2011 in the wake of Texas A&M bolting the Big 12 for the SEC). Meanwhile, the athletic side of the school would relish going to the SEC. Once again, the SEC would take Oklahoma in a heartbeat without Oklahoma State coming along. The SEC would likely prefer Kansas, as well, provided that the biggest dog of them all of Texas rejects their overtures.

Ah yes – Texas. The Longhorns aren’t oblivious to their rivals to the north. In a perfect world for Texas (as described to me by my Big 12 guy), they would want to join the ACC as full members with… wait for it… Notre Dame. Apparently, the UT people are convinced that the new College Football Playoff system will eventually drive the Irish to join a conference and Texas wants to be right alongside them. In turn, UT would also have Oklahoma and Kansas follow along to create an 18-school ACC behemoth. Texas would be fine with the same type of move to the Big Ten (although Notre Dame is contractually obligated to join the ACC if it chooses to drop independence until 2027, which would seemingly make that prospect impossible). The new Texas leadership doesn’t have the West Coast preference that their leaders circa 2010 had, so any new deal with the Pac-12 seems to be out. At the same time, the SEC continues to be simply a non-starter for the Longhorns.

Personally, I reflexively reject the viability of any realignment move predicated on Notre Dame joining a conference as a football member, where we might as well say that Texas would be willing to join the MAC if Notre Dame comes along with them. Also, the Irish would have 100% made a 4-team playoff in a year like 2012, so I consider any supposed South Bend-based worries about the CFP system to be false hopes for Texas partisans. Until I see actual consternation from Notre Dame itself about today’s college football world, they are going to be an immovable object. In that sense, it seems as though the smoke from Texas is more of a “If we get the PITCH PERFECT deal to move, then sure, we’ll move.”

Contrast this with Oklahoma, where they appear to be making public comments and private moves to put themselves in position to bolt from the Big 12 with merely a passable offer (as opposed to the perfect one that Texas would require). It then becomes a matter of whether it’s worth the risk of breaking the Big 12’s grant of rights of agreement with unpredictable damages claims (which I wrote about a couple of years ago) and/or any political fallout if Oklahoma proactively leaves the Big 12 without Oklahoma State.

If I were running the Big Ten, it’s time to take advantage of one of those rare moments where a national football brand name is essentially begging for offers. I’ve said this before and I’ll say it again: if we assume that Texas, Notre Dame and ACC schools are off the table, then the single most valuable expansion that the Big Ten can have at this point is adding Oklahoma and Kansas. These are two of the most elite blue blood brand names in college football and college basketball, respectively, and their small markets on-paper compared to Eastern options are irrelevant when they can effectively turn the Big Ten Network into a legit national network instead of a mostly regional one (which may become more important as cable cord cutting continues and the TV industry starts moving toward an a la carte or at least less-than-basic cable model). Also note that Kansas actually had the highest third tier TV rights revenue of any Big 12 school prior to the formation of the Longhorn Network, so it has been shown that the BTN can basically charge any price within KU’s market (and presumably OU’s market) and garner a ton of more revenue even with fewer households on paper.

Finally, I’m as much of a Big Ten academic snob as anyone, but Oklahoma’s academic reputation rankings have long been right in line with Nebraska, Kansas, Missouri and Iowa State despite OU never having had membership in the Association of American Universities. If the Big Ten is fine with Nebraska no longer being an AAU member from an academic standpoint, then that should make any concerns about OU’s academics much less of a roadblock. The prospect of Oklahoma and Kansas moving within the next few years is simply much more likely than schools like Virginia and North Carolina leaving the ACC within the next generation, so an OU/KU combo is the best viable expansion option for the Big Ten by far as of today.

(Image from KOTV)

Houston Launching Into the Big 12 Expansion Discussion

The comments from University of Oklahoma President David Boren last week voicing his desire for Big 12 expansion has kicked up some dust on conference realignment speculation. National media people such as Andy Staples from Sports Illustrated and Jake Trotter from ESPN have started weighing in on at least the possibility of the Big 12 expanding (even if there is a wide range in opinions about how likely that will be in the near future). The Twitter universe continues to be a source of rumors of all types (and for those of you that follow the NBA closely like I do, this is the most rumor-filled week of the year on Twitter with free agency starting), including the following:

Yeesh. A Paul Finebaum Tweet that quotes Colin Cowherd*. All we need to do is add in the HOT TAKES of Stephen A. Smith and (IMHO, the absolute worst) Skip Bayless and we would have an ESPN shock jock grand slam.

(* What’s interesting is that if you’ve ever heard Cowherd in interviews outside of his own show, he actually comes across as a measured and analytical guy with a ton of business savvy. I didn’t even feel he was out of line in his awkward interview with Jim Harbaugh yesterday that received a lot of attention. Cohwerd reminds me of a sports version of Howard Stern in a way, where I never really enjoyed Stern’s show but it was clear that he was a media business genius. Of course, that makes Cowherd’s liberal use of HOT TAKES on his show that much more disappointing. Finebaum, Smith and Bayless are just plain terrible and don’t know any better.)

It’s all interesting speculation to get people to call in on radio shows, but there’s not much substance. Even if we were to buy that Oklahoma were to go to the SEC, how do we rectify the clash of interests between the Pac-12 Network and the ESPN-owned Longhorn Network if Texas were to go to the Pac-12? I’ve said this before and I’ll say it again: Texas will never get a better offer than the Pac-16 deal from 2010 that would have brought Texas A&M, Texas Tech, Oklahoma and Oklahoma State along with them. That would have given them a power base in a superconference with a division largely made up of their historical rivals. Now, Texas A&M has gone its separate way to the SEC and the Texas TV deal with ESPN complicates any potential move. Honestly, it’s hard to see Texas ever agreeing to be an equal member of any conference. Sure, the Big Ten, SEC and Pac-12 all want Texas (just as the Big Ten wants Notre Dame), but it’s with the caveat of the Longhorns being an equal member. Outside of the Big 12, the only other viable power conference option would be for Texas to go independent in football and then join the ACC for other sports in the same manner as Notre Dame. This allows Texas to receive the special treatment it desires/needs if it ever wants to leave the Big 12.

That being said, one of the things that I was very wrong about in 2010 was thinking that Texas wanted to get away from the Big 12 members that weren’t bringing in much revenue and that they could make so much more in the Big Ten (or Pac-12 or SEC) by aligning themselves with much stronger brands and markets. Instead, Texas has proven that it wants other schools like Texas Tech and Baylor to be dependent upon them. Notre Dame wants everyone to get off of their lawn as an independent, whereas Texas wants a huge estate with lots of worker bees from Lubbock and Waco. Controlling a conference (even if it’s weak) has shown to be more of an end game for Texas than merely being a member of a strong conference.

With that backdrop of the Texas desire for control, here is a sampling of direct Big 12 expansion Tweets from Dave Sittler over the past few days that conference realignment observers should be much more aware of, as he is known to have very close connections with David Boren and administrators throughout the Big 12:

https://twitter.com/DaveSittler/status/614816720948101121

https://twitter.com/DaveSittler/status/614828709405573120

https://twitter.com/DaveSittler/status/614830664697839616

Putting aside the Big 12’s obvious delusions of grandeur of reverse raiding the Big Ten for Nebraska or adding Notre Dame and/or Florida State, this actually appears to be some legitimate information from someone with contacts with people that control the situation. Follow Sittler’s Twitter timeline for some further comments. Bottom line: Houston has seriously vaulted itself into Big 12 expansion talks. Now, this makes little sense for the Big 12 when looking at the typical goals of power conference realignment, such as expanding into new TV markets and recruiting territories. However, we would be remiss to forget that Texas politics (whether we’re talking about the state itself or the university) effectively control the Big 12 (as Sittler alluded to in his Tweets). The Big 12 was initially formed with heavy demands from then-Texas Lt. Gov. Bob Bullock and other Texas politicians in order to get Texas Tech and Baylor to tag along with UT and Texas A&M. It’s a bit of surprise to see such relatively strong statements about Houston’s Big 12 candidacy here, but not completely shocking when looking at the political history of the conference. Back in the midst of conference realignment mania in 2010, I recall then-UT President Bill Powers stating that it was a goal for Houston to become a “Tier 1” university, so there was an acknowledgment even back then of some broader goals to elevate the stature of that school.

This is just my personal reading between the lines, but it’s noteworthy to me that these quotes and sources are coming out of Oklahoma. There isn’t any obvious reason why Oklahoma itself would be pushing Houston specifically over the likes of BYU or Memphis (note that it seems that Cincinnati is still a frontrunner for a Big 12 spot) – it’s hard for me to fathom that the Sooners have a strong feeling either way outside of who can make them the most money. As a result, these aren’t quotes that seem to be pushing a specific school’s agenda, but rather a reflection of what the Big 12 overall is thinking… or more specifically, what Texas is thinking (as the Longhorns do have a very specific interest one way or another about Houston). This is critical because if Texas wants (or outside forces like politicians force them to choose) Houston, then that’s going to be a game-changer for Big 12 expansion candidacies. If a spot is effectively reserved for Houston by the powers that be, then that is going to be disheartening for schools like BYU, Memphis and Tulane. Cincinnati seems to be in good shape with the right combination of a solid athletic program in an advantageous location as a bridge between West Virginia and the rest of the Big 12.

It goes to show you that whatever might seem logical in conference realignment can get changed up by outside forces (such as politicians in the form of a Bob Bullock-type) or personal connections (see how the athletic directors at TCU and Louisville won over their counterparts in the Big 12 and ACC, respectively, while BYU’s personnel seemed to have turned off the Big 12). Who knows when or where Big 12 expansion will happen, but it’s fair to at least move Houston onto the short list of candidates (as opposed to being a complete long-shot) based on these Tweets. These comments carry a lot more weight than what Finebaum and Cowherd are throwing out there. At the same time, if both Texas and Oklahoma want the Big 12 to expand, then expansion will likely happen sooner rather than later.

Have a great Fourth of July!

(Image from Pinterest)

Bad Blood within the Big 12: Oklahoma President Wants Expansion and What it Means for the Big Ten

I know that is has been a looooooooong time since my last post. Between coaching basketball and baseball teams for both of my kids and work, it’s been tough to write lately. The patience of the readers and commenters here is sincerely appreciated.

Not much has gone on in the conference realignment world over the past couple of months between a few smaller moves on the margins, such as the Big Ten adding the Johns Hopkins women’s lacrosse team as an affiliate member. (They didn’t join the B1G at the same time as the men’s team.) However, University of Oklahoma President David Boren had some interesting direct comments yesterday about Big 12 expansion. Some quotes from NewsOK about his desire for the Big 12 to add teams:

University of Oklahoma President David Boren on Wednesday reiterated his stance that the Big 12 should expand to 12 teams.

“I think it’s something we should strive for while we have the time, stability, all of that to look and be choosy,” Boren said. “(We) can be very selective about who we want to add. It would have to add value to the conference. I think we should.”

Boren said he worried about not only the perception of the league as other major conferences have expanded but there long-term health of such a setup.

“How many years can this go on?” Boren said. “Finally, it just gets to be really debilitating. I worry about that. That’s something I just worry about long-term about the conference, not short term.”

Boren also threw some shade on the Longhorn Network and the notion that the Big 12 TV revenue distributions would be reduced by expansion:

Boren also said without explicitly naming it that the Longhorn Network—which keeps the Big 12 from having a conference network like the SEC, Big 10 and Pac 12—is a big problem for the conference.

“The elephant in the room remains the network south of us that has struggled and has in a way as long as it’s there,” Boren said. “And we have done quite well with our network and if anything ever changed, it has value to it which we see. But someday, maybe we’ll get past that other problem as well. It’s a problem.”

Boren said the problem of reduced revenue per school with expansion wasn’t as big of a hurdle as it had been made out to be.

“The contract says that our main television contract … if we grow from 10 to 11 or 11 to 12, their payments to us grow proportionally,” Boren said. “So everybody’s share stays the same. If it’s ‘X’ dollars, it stays ‘X’ dollars.

“Our main media contract says it’s not the same pie now cut 12 ways instead of 10.”

Boren did say that that only includes the primary television contract, not other revenue that is split between the schools.

“It’s not total because there’s some smaller—much smaller—amounts of money around the edges but if you can find the right people, it should be additive even though it’s split 12 ways instead of 10.”

Boren provides an important confirmation that the Big 12’s first tier TV contracts would increase proportionally in the event of expansion. Essentially, the notion that each Big 12 member’s revenue slice would be reduced in the event of expansion is largely a non-factor. As a result, any potential Big 12 expansion school doesn’t need to show that they would directly increase the value of the league by $20 million (as some Big 12 expansion opponents have suggested) – that increase is already baked into the conference’s TV contracts.

West Virginia Athletic Director Shane Lyons also indicated support for Big 12 expansion earlier this month (albeit athletic directors generally do not drive conference realignment talks in the way that university presidents have done, notwithstanding the efforts of special exceptions such as Tom Jurich of Louisville and

Does this mean that the Big 12 will take my advice and invite BYU and Cincinnati (or Memphis or other potential candidates)? I’ll reiterate my belief that the Big 12 has been focusing on short-term revenue dollars at the expense of long-term stability… and Boren indicates that there isn’t even much of a short-term revenue upside to avoiding further expansion. The worst thing that happened to the Big 12 leadership (and in turn, many of their fans) is that they deluded themselves into believing schools from the ACC (notably Florida State) could possibly be interested in joining the Texas-centric league. Ever since that occurred, the Big 12 has been paralyzed on the expansion front with an overrating of their position in the conference realignment marketplace (which is #5 out of the 5 power conferences). The Big Ten might have initially wanted Texas and Notre Dame (and to be sure, I wanted them as a fan), but the league moved on with adding a national brand in Nebraska and two mega-markets with Rutgers (New York City) and Maryland (Washington/Baltimore). The Pac-12 had a Pac-16 proposal to create a superconference that would have completely upended the college sports world by adding Texas, Texas A&M, Texas Tech, Oklahoma, Oklahoma State and Colorado, but when that fell through, the league quickly shifted gears to solidify the Rocky Mountain region with a smaller expansion with Colorado and Utah. The SEC surely would have wanted Texas and Oklahoma, too, but they went out and nabbed Texas A&M and Missouri. The ACC will always dream of getting Notre Dame as a full member while harboring their own delusions of thinking that they could ever raid the Big Ten, but that league still got the Irish to commit to being a non-football member with 5 football games per season against ACC opponents and pilfered much of the value of the old Big East.

The point is that the other 4 power conferences gained more power and adjusted even when they didn’t get their #1 and/or #2 expansion options, whereas the Big 12 simply survived. Now, the Big 12 will always survive as long as Texas stays there. The MAC could add Texas and it would be automatically deemed to be a power league. However, if the Big 12 ever wants to get past mere survival and continuing to be the primary target for raiding by the other power conferences, it needs a more cohesive long-term strategy that doesn’t involve pie-in-the-sky hopes and dreams. The only realistic pool of expansion candidates for the Big 12 exists in the non-power “Group of Five” conferences plus independent BYU. The Big 12 can’t just sit back and wait for much longer – it needs to proactively find a way to extract value from 2 (or even 4) expansion candidates from that group in order to be more than a very regionalized (with a West Virginia appendage) conference.

Otherwise, the words of David Boren should be cautionary to the Big 12: this doesn’t sound like a guy that would turn down an invite from the Big Ten, Pac-12 or SEC. Indeed, once you get past the expansion targets that multiple conferences lust after because of their combination of athletic value and academic prestige (i.e. Texas, Notre Dame, North Carolina), Oklahoma is probably the single most valuable school that you could plausibly envision actually moving conferences in the nearish-term (defined as the next 10 years). I’ve stated here previously that if you take away any Texas/Notre Dame/Florida State expansion scenarios, the Big Ten adding Oklahoma and Kansas is probably the most valuable expansion that the league could realistically obtain. Their respective direct markets might not be the largest, but the national brand values of Oklahoma football and Kansas basketball are massive. With the NYC and DC markets already in the fold, the Big Ten Network is not necessarily going to be swayed by market size unless it’s the size of California, Texas or Florida (all of which might be unrealistic). Instead, expansion is about taking the last step of turning the BTN into a true national network, which is something that OU football and KU basketball can do. (Think about how much more attractive the Big Ten West looks as a division with Oklahoma in the fold, too.) On paper, Oklahoma may have some academic issues with the Big Ten since it is not an AAU member, but I believe the conference would look at form over substance in this instance with such an elite national football brand. Oklahoma has long been in the same academic tier as its neighbors of Nebraska, Kansas and Missouri, so this would not be a completely outside-the-box expansion. To be sure, it would be a much easier case for OU if it did have AAU membership, but they’re such a valuable potential addition (like non-AAU member Notre Dame) that I think that it would tip the balance.

The massive mountain-sized caveat, though, is that Oklahoma and Kansas aren’t schools that have complete autonomy over their conference decisions. Oklahoma State and Kansas State need to be taken care of if those schools move, which means either (a) the Big 12 can’t collapse (AKA Texas can’t move anywhere else) as a result of OU and KU ditching the league or (b) OSU and KSU have to come along with them as a package. This is big difference from the decisions of Colorado, Nebraska and Missouri leaving the Big 12 and even Texas A&M was able to avoid outside political pressure (which had occurred during the collapse of the Southwest Conference in connection with the formation of the Big 12 and the potential leaving behind of Baylor in the Pac-16 proposal) since Texas had (and still has) such huge financial incentives with the Longhorn Network that provide it with golden handcuffs to the Big 12.

Indeed, the Big Ten, SEC and Pac-12 would all take Oklahoma in a heartbeat, but the existence of Oklahoma State could limit the options of the Sooners. Note that the Pac-12 turned down an expansion proposal from Oklahoma and Oklahoma State in the chaotic days following Texas A&M’s announcement that it was leaving the Big 12 for the SEC, which means that the Pac-12 did NOT reject Oklahoma as an individual expansion candidate. If Oklahoma and Kansas were making that expansion proposal instead, then they would almost assuredly be Pac-12 members today.

Regardless, David Boren is pretty directly stating that Oklahoma isn’t that happy with where the Big 12 is today. Whether OU has any leverage to do anything about it depends upon whether it can act alone (in which case it has all of the options in the world with the Big Ten, SEC and Pac-12) or needs to do everything in tandem with Oklahoma State (where the only option might be to grit their teeth and stay in the Big 12).

(Image from Wikipedia)

Frank the Tank Mailbag: Part I – I’m Not in the Realignment Business. I’m in the Empire Business.

A message from a reader:

https://twitter.com/PaJosKo/status/377236445855252480

Well, I deserve that. I know it’s been a long hiatus here with the new college football and NFL seasons starting, over half of the Breaking Bad final season passing by and lots of twerking since my last post, so let’s get to answering some questions in part 1 of an overflowing mailbag Q&A:

There were a ton of “Division 4” questions, so here’s a sample:

My overarching thought on the impact of the proposed Division 4* is (going along with the Breaking Bad theme) that there won’t be any “half-measures”. On the conservative end, this could be a straight-forward exercise for the football schools to get more leverage in rule-making (which is what Big Ten commissioner Jim Delany has intimated). Contrary to popular belief, the vast majority of FBS schools (from the SEC down to the Sun Belt) have been in favor of instituting full cost of attendance payments to athletes, whereas the main opposition has come from non-FBS Division I schools. If the impetus behind creating a Division 4 is to simply get more control over the NCAA governance process, then that suggests that all FBS conferences will end up in that top division. Jeremy Fowler of CBSSports.com has reported that that this is what NCAA faculty representatives are essentially recommending.

(* Is it just me, or does everyone associated with the NCAA have the naming ineptitude of Kim Kardashian and Kanye West? They changed the perfectly logical Division I-A and Division I-AA to FBS and FCS. They messed with the even more logical NCAA Tournament regional names of East, South, Midwest and West for several years before reverting back. Now, we’re talking about a “Division 4” that’s supposed to be referring to the top level of college sports even though one would think that this would be below Divisions II and III. Nothing about the name “Division 4” makes sense, which means that the NCAA will probably end up choosing it in the end.)

On the other end of the spectrum, Division 4 could truly be the formal separation of the 5 power conferences plus Notre Dame (no matter what you think of the Irish, you have to always include Notre Dame) so that there could be more radical changes down the road. Maybe there could be payments to players beyond the full cost of attendance. Maybe athletes will be allowed to auction off their autographs on ebay. Probably most intriguing (and what I think is the long-range goal) is that this is all about setting up an 8-team playoff with the 5 power conference champs with auto-bids and 3 at-large bids without having to deal with the “riff raff” of the Group of Five leagues (and protecting the power leagues from any legal challenges to that playoff system on top of that). Imagine a playoff with a traditional Rose Bowl (Big Ten champ vs. Pac-12 champ) plus the Sugar Bowl (SEC champ vs. at-large), Orange Bowl (ACC champ vs. at-large) and Cotton or Fiesta Bowl (Big 12 champ vs. at-large) as quarterfinals. The ratings and money would be through the roof along with supercharging the interest in the regular seasons of all of those power conferences (meaning even more ratings and money) and they get to control all of it without having to share with the revenue takers. That can be done with a totally separate Division 4 in a way that probably can’t occur in the current NCAA structure.

What I don’t see is something in between, where a Division 4 is formed with the 5 power conferences plus, say, the American Athletic Conference and Mountain West Conference. There is very little point in the power conferences going through the exercise of creating a Division 4 when the end result is only relegating the MAC, Conference USA and Sun Belt. The power players aren’t going to deal with a litany of acrimonious lawsuits unless the end game is complete and 100% control with only the conferences that they deem worthy (and judging by the fact that the 5 power conference commissioners keep speaking with each other as a group without the involvement of anyone else, it should be pretty clear who they want to deal with). Either it’s going to be a massive change to the system (separation of the 5 power conferences plus Notre Dame into a new division) or little change outside of NCAA procedural matters (giving all FBS schools more latitude in setting their own rules). The “half-measure” of the AAC and MWC coming along for the ride with the power conferences doesn’t seem very likely to me, which is why individual Group of Five schools need to hope for more conference realignment for guaranteed protection. Speaking of which…

I don’t believe that further conference realignment is necessary for a Division 4 split. As we’ve gone over before on this blog, for all of the moves in conference realignment over the past few years, where we stand today really isn’t that much different than where we stood in 1998 when the BCS system first started (only we’ve consolidated from 6 power conferences into 5). Every school that was in one of the 6 BCS conferences in 1998 is still in one of the 5 current power conferences today with the exception of Temple (who was a football-only member of the Big East that was relegated for reasons completely outside of conference realignment), while a grand total of 3 schools (TCU, Utah and Louisville) have been elevated. This indicates that the power conferences are pretty firm in who they want to associate with and changing perceptions is a glacial process. Now, that doesn’t mean that there isn’t hope for some schools…

I can now answer this question nicely since we had a successful “Hate Cincinnati” weekend in the Frank the Tank household (Illini over Bearcats on Saturday, which frankly shocked the hell out of me, and Bears over Bengals on Sunday). Cincinnati and its AAC/old Big East zombie counterpart UConn are definitely power conference material on paper. The issue is more about whether any of the power conferences will see a need to expand proactively while everyone other than the SEC is at the start of long-term grant of rights agreements that make it difficult (if not impossible) for power schools to move amongst themselves. Overall, the Big 12 is more likely to want to expand at some point because of their small size, poor demographics outside of the state of Texas and the fact that IF a grant of rights agreement were to be broken (a massively large IF), it would be in the context of the Big Ten raiding the Big 12 again (more on that in a moment), which would bode well for Cincinnati. The Bearcats have a solid football program in a good TV market with access to a great recruiting area for athletes of all types (whether football or basketball) while also providing a geographic bridge to West Virginia for the Big 12. As a result, Cincinnati is likely next in line for the Big 12 (alongside BYU) if that league wants to expand. The problem for Cincy fans, of course, is no one knows if or when that expansion would happen in the near future.

The ACC would probably favor UConn over Cincinnati if it had to choose, although that conference did deviate from its traditional criteria in choosing Louisville last year. The main issue for any school with hopes of joining the ACC is that it doesn’t seem plausible that it would expand outside of either (a) backfilling in the event of a raid by the Big Ten and/or SEC or (b) pairing a school with Notre Dame joining as a full member, neither of which seems to be on the horizon in the short-term. There’s at least some argument that the Big 12 would proactively expand regardless of what the other conferences do, so that at least gives Cincinnati some hope.

Some Big Ten conference realignment questions:

Let’s start with my previous post, where I point out how difficult and unlikely it is to break a grant of rights arrangement over the next decade or so. As a result, the likelihood of Big Ten expansion in the near future is extremely low, as I don’t believe that the conference is interested in anyone that isn’t already in one of the 5 power conferences (meaning no one in the AAC or any other Group of 5 conference is compelling enough).

Now, whenever the Big Ten expansion does kick up again, Kansas is certainly high up there on the list. The Jayhawks are to future Big Ten expansion in the way that Pharrell Williams ended up singing on the two largest Billboard hits of the summer (“Blurred Lines” and “Get Lucky”) despite not headlining either of them: it’s hard to see KU not involved as a contiguous AAU school with an elite basketball program, but they also can’t be the biggest athletic name in that expansion, either. One thing that I’ve loved about writing this blog is that I hope that I’ve helped to elevate the discussion of conference realignment to take into account factors that many fans didn’t consider previously (i.e. academics, TV markets, branding, etc.), yet we sometimes do need to take a step back and realize that the product on the field (or court) is still what makes all of the off-the-field money possible, so expansion has to serve those needs. Thus, a hypothetical Kansas/Virginia or Kansas/Missouri (not that I think the Big Ten is ever going to poach the SEC and vice versa) expansion combo for the Big Ten might serve some TV market and AAU status purposes, but that doesn’t have the requisite athletic (and more specifically, football) impact that is required for what could conceivably be the last two spots in the Big Ten. (For all of those that would counter, “Rutgers and Maryland weren’t added for sports!”, I would say that (a) there was a football goal achieved since New Jersey and Maryland were the two top non-Sun Belt states for football recruits that weren’t already in the Big Ten footprint and (b) pure TV market additions were acceptable when looking that them in conjunction with the elite football addition of Nebraska.)

Putting aside the obvious no-brainer additions like Texas, I’m firmly in camp of supporting the addition Oklahoma to the Big Ten and I don’t believe that it’s a purely fan-focused football move. The main detraction for Oklahoma that I often see is that it isn’t an AAU member, but its academic metrics aren’t really far off at all from now-non-AAU member Nebraska and its neighboring old Big 8 AAU schools (Missouri, Kansas and Iowa State). There isn’t the wide academic gap between OU and Nebraska that there was in the case of Louisville compared to the rest of the ACC. Some Big Ten observers believe that the non-AAU status of Oklahoma is a non-starter, but I doubt that the conference would have engaged performing due diligence on the Sooners unless there was some legit interest involved. More importantly, the lack of AAU status for other expansion candidates was simply another reason on top of a number of other factors that made the target school undesirable (i.e. geography, lack of a fan base, lack of a football brand name, not a new TV market, etc.). It’s easy for the Big Ten to ignore a merely “good” football program based on academics (i.e. West Virginia or Louisville), but Oklahoma is a top level king school that would bring a ton of national TV dollars. Even Oklahoma’s smaller home state population on paper is mitigated by the fact that its fan base crosses over into North Texas and the Dallas-Fort Worth area (and Kansas, by the same token, can’t just be looked at by its home state population alone since it’s the top college team in the Kansas City market that takes a large chunk of Missouri).

The upshot is that if the Big Ten goes to 16 schools, then the last 2 additions actually need to make markets irrelevant. What are the 2 additions that can truly transform the BTN from a regional network to a legit national network? Sure, if the Big Ten has the choice, they’d want Texas and Notre Dame (or some other unattainable major market prize like North Carolina or Florida). However, if we’re talking about the top brand names that are willing to reciprocate the Big Ten’s overtures, Oklahoma and Kansas are sitting right there to supercharge the conferences’ football and basketball lineups, respectively. Penetrating a diverse market like New York City has as much to do with the national interest in various teams as it does with local interest, which aids the cases of OU and KU.

Frankly, the biggest factor working the Big Ten going after either OU and KU (much more than academic concerns) is the political pressure of those schools’ respective in-state brothers (Oklahoma State and Kansas State). I believe the Big Ten would expand with an OU/KU combo, but the conference won’t be willing to take either Oklahoma State and Kansas State in the process. Those “little brother” schools might be non-negotiable from a political perspective even if Jayhawk and Sooner fans don’t want to believe that to be the case, so that could stop Big Ten expansion regardless of any Big 12 grant of rights concerns. So, that brings me back to my initial point that Big Ten expansion isn’t likely, albeit it’s still fun to talk about after all of this time.

I’ll be back with Part II of the mailbag going over issues such as EA Sports NCAA ’14, Big East expansion and pro sports realignment shortly. Talk to you again soon!

(Image from Zap2It)

The Rasputin 12 (Minus 1 Minus 1 Minus 1)

As most of you all know by now, THE BIG 12 WON’T DIE.  Let’s get right to it:

(1) Pac-12 grants a stay of execution to Big 12 – Last year, I wrote the following about the Big 12:  “While the Big 12 isn’t safe in a warm and fuzzy family way, it looks like it’s safe in a maximum security prison way.  No one’s getting out of there even if they want to very badly.”

Texas A&M looks like it’s pulled off an Andy Dufresne escape (although they’re not quite out of the sewer yet as a result of Ken Starr), but Oklahoma is still stuck in Shawshank.  I’m not surprised that the Pac-12 ultimately didn’t agree to taking on the Longhorn Network with Texas, but for Oklahoma to not end up moving west is a shocker and an instructive note on how there’s still a fair bit of inertia in college sports (despite all of us here going through scenarios of how everything is supposed to blow up).

Back in January, I noted that the Longhorn Network was actually going to save the Big 12.  That looked like that was going to be a very wrong prediction for the last month (and A&M is obviously out the door), but what we’ve seen is that Texas now has golden handcuffs to the Big 12 as a result of the LHN, thereby giving it prison-like stability.  No other conference that could conceivably be attractive to Texas (Pac-12, ACC and Big Ten) was willing to budge on the LHN and equal revenue sharing issues, which meant that saving the Big 12 was always the end goal for the Longhorns.

One Oklahoma source claims that the school was simply using the Pac-12 to obtain more leverage in the Big 12.  If that’s the case, it failed spectacularly.  The latest developments have effectively provided Texas even more of a hammer than it did previously.  The Oklahoma demand to fire Big 12 commissioner Dan Beebe looks like it will be fulfilled, but that was probably going to happen no matter what considering the breakdown of the league over the past year.  (All that I ask is that the @DanBeebe Twitter account continue to live on.  It’s my favorite fake Twitter feed outside of the now-dormant @MayorEmanuel.)  Other schools such as BYU, Louisville, West Virginia, Air Force and/or even TCU (which was the school that the Big 12 seemed to avoid as if it were though Patient Zero for the past 20 years) may be added to provide some more stability.

(2) My Partial Revenue Sharing Plan for the Big 12 – Now, let’s say that Texas actually decides that it wants to work in good faith to keep the rest of the Big 12 relatively happy (as it certainly has a large self-interest in keeping the league alive).  Equal revenue sharing for the national first and second tier TV rights is certainly a nice start to get some goodwill in the league, but that’s obviously ignoring the real source of contention of the LHN.  That being said, it has to acknowledged that the thought of Texas sharing all of its LHN revenue with the rest of the Big 12 is completely unrealistic.

So, what I’d propose is a local TV revenue sharing system based upon what Major League Baseball does today.  In MLB, all teams pay 31% of their local revenue into a pot that is then split up equally among all franchises.  As a result, the Yankees keep the lion’s share of their YES Network revenue (which is really where the team gets its financial power over the rest of baseball), but the Devil Rays get at least a little bit of benefit from the YES cash.  Just as the Yankees will always have an advantage in TV revenue in MLB due to its location in the New York City market, Texas has the same advantage within the Big 12.  No one can fault either the Yankees or Longhorns for maximizing that advantage, yet they also have to acknowledge that the fact that no one else can do the same (even successful programs like Oklahoma) is going to engender a ton of acrimony.  That might be fine for a school like Texas to say, “So what?!” in a pure free market business setting, but in a sports league (whether pro or college), the wealthy teams still need the plebeians to be competitive or else such wealthy teams aren’t going to be able to offer a very compelling product (interesting games) in the long run, which ultimately hurts revenue down the line.

Once again, it’s unrealistic to think that Texas is going to submit to equal revenue sharing for the LHN and third tier TV rights in the Big 12.  However, a partial revenue sharing plan for those third tier rights where all Big 12 members put in 31% (or some other agreed upon figure) of their local TV revenue which would then be split equally could go a long way in creating stability in the league and may actually make the league attractive to expansion candidates (outside of those that would take an AQ invite anywhere at anytime).  Regardless, the Big 12 lives, whether it deserves to or not.  BYU could logically be plugged in and the league could move along merrily, except…

(3) Remember the SEC: Realignment chaos isn’t over – Much of the media would have you believe that conference realignment has halted as result of the Pac-12 announcement, but there are the small matters of the SEC standing at an uneven 13 schools along with a possible collapse of the Big East that could put Notre Dame into play (which I’ll get to later on).

With respect to the SEC, Missouri was reportedly given an invite on Tuesday that was conditional upon the breakup of the Big 12.  What’s unclear is whether the SEC will still try to get Missouri into the league now that the Big 12 has survived or if the Baylor lawsuit brigade has given Mike Slive a reason to keep it on the down-low for awhile.  My impression over the past year is that the Missouri fan base had the most vitriolic collective anger toward the Big 12 besides Texas A&M, so if Mizzou effectively turned down an invite to the stable and wealthy SEC in favor of staying in the Big 12 prison (which I would personally characterize as the dumbest business decision in the history of college sports if that’s the case), I’d expect a whole lot of pitchforks in Columbia.  Missouri alums may very well push the school over the coming months to approach the SEC again just like the Aggies just did and we’ll go through realignment chaos all over again.

As long as the SEC is at 13 schools, there’s inherent instability in the same manner that the Big Ten having 11 schools always had other conferences on edge.  I thought the ACC was safe long before it added Syracuse and Pitt, but I’ve stated previously that Florida State is the one school from that league that I could see taking an SEC invite.  (Forget about Virginia Tech and NC State for political reasons.)  West Virginia from the Big East may also end up being a target again after being supposedly rejected by both the SEC and ACC (which happened before the Big 12 got its reprieve, meaning that Mizzou might not move).  Speaking of the Big East…

(4) Service academies in the Big East? – A list of targets for the Big East to replace Syracuse and Pitt is reportedly topped by Navy and Air Force as football-only members with the hope that Army could be convinced to join, as well.

With football-only members being the primary targets, this means that the Big East football members (at least for now) want to maintain the hybrid format with non-football playing Catholic schools.  The Big East would be looking for all-sports members if the schools really wanted to split.  In turn, this makes Notre Dame extremely happy as it looks like the Big East will continue to be a viable home for its basketball and other non-football programs and allow the Irish to maintain football independence.

I’ve seen a number of comments on Twitter and elsewhere openly wondering whether the Big East ought to keep its BCS AQ status if it ends up adding some combo of Navy, Air Force and/or Army.  What those commenters need to do is look at the big picture (AKA the entire BCS system).  The Big East is going to have its AQ status through 2013 as long as it still exists.  The published “AQ criteria” for ranking conferences does NOT apply to the 6 AQ leagues, who all have their status due to a combination of bowl and TV contracts.  Thus, that criteria is SOLELY a mechanism to see if there could be a 7th AQ conference and NOT to kick out any current AQ league.  This means the Big East can’t be yanked of its AQ status prior to 2013 unless it actually dissolves.

What’s important is what happens to that AQ status after 2013.  Let’s assume that the Big East has added all 3 service academies as football-only members.  Considering all of the constant political scrutiny with respect to the BCS, if you were a BCS commissioner, would you feel very comfortable going into a Congressional hearing and trying to explain why you just screwed over a league that has Navy, Air Force and Army?  I certainly wouldn’t want to be in that position.  See where I’m going here?  Adding all of the service academies would provide a ton of political protection for the Big East when its AQ status is reviewed in 2013.  That’s worth more than any other expansion candidates the Big East could possibly consider.  The other BCS leagues are likely going to end up continuing granting the Big East an AQ auto-bid as the cost of doing business to keep massive political heat of them.  It’s chump change compared to putting the entire tiered BCS system at risk.

So, don’t worry if you’re hooked on realignment crack.  There’s still plenty to come over the next few weeks.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

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Conference Realignment Chaos: It’s On Like Donkey Kong

There’s obviously tons of conference realignment news out there from a lot of different fronts, so let’s get right to it (and I’ll warn you ahead of time that I’ll be jumping around a bit):

(1) ACC officially adds Syracuse and Pitt – I don’t know if adding Syracuse and Pitt alone makes financial sense for the ACC, but it’s a great move from a cultural fit standpoint.  Neither Syracuse nor Pitt were likely going to receive Big Ten invites, so it made sense for them to jump at the chance to move to the more stable ACC.  (Personally, I’ve long been a proponent of Syracuse receiving a Big Ten invite and thought that if Pitt could just trade locations with Rutgers, they would’ve been invited to the Big Ten many years ago.  Alas, the Big Ten is looking for football grand slams, which I’ll get to later on.)  This might not be a great football move on paper, yet from a market and academic standpoint, it still makes the ACC stronger than where they were a couple of days ago.

(2) Is 14 (not 16) the new 12? – With the Pac-16 looking like it might come to fruition (Oklahoma seems to be steamrolling over there) and speculation turning to the ACC supposedly not being done and planning to move up to a 16-school league (with candidates like Texas, Notre Dame, Rutgers and UConn being thrown around), the argument is that we are on the precipice of the full-fledged superconference era.

Call me skeptical right now.  The Pac-12 is on the verge of going up to 16 with both Texas and Oklahoma, which certainly justifies an expansion to 16.  For the Big Ten, ACC and SEC, though, there isn’t quite as compelling of a financial argument to move beyond 14 (or even 12 in the case of the Big Ten) simply for the sake of getting to 16… unless we see Notre Dame join one of them.  I’ll have more on that in a moment.  Otherwise, there’s just not enough firepower available for spots 15 or 16 in these leagues to justify large-scale expansion.

Regardless, there are a bunch of schools in the Big East and Big 12 (i.e. Rutgers, UConn, Louisville, maybe West Virginia, maybe Kansas, etc.) that are better off either with as little change as possible (i.e. Texas deciding to stay in the Big 12, which makes that a more palatable destination) or full-fledged realignment Armageddon with 4 16-school superconferences (of which those schools would presumably be in the “top 64” to be included).  What’s NOT good for them is a “tweener” superconference era of 14-school leagues, as they’ll likely end up in a league with Big East and Big 12 retreads without any football kings.

(3) What should the Big Ten do? – Since I’m a Big Ten guy, lots of people have been asking me what Jim Delany should be doing right now.  My unequivocal response: ABSOLUTELY NOTHING UNLESS NOTRE DAME AND/OR TEXAS WANT TO JOIN.  The Big Ten has a tight-knit conference with a national TV network, huge fan bases, great academics and four football kings (Michigan, Ohio State, Penn State and Nebraska).  There is absolutely no reason to have Big Ten expansion without Notre Dame (and/or the much less likely Texas) involved.  If the Irish come calling, then my feeling is that the Big Ten would look to add Rutgers to provide a direct New York City market presence (even though I believe UConn has the better overall athletic department).  The Big Ten seems to like Rutgers but not enough to add without Notre Dame.  With the amount of money that the Big Ten is splitting already, the standard is massively high.  Speaking of the Irish…

(4) Notre Dame has to start thinking again – Let’s be clear about one thing: from a pure football perspective, Notre Dame will never be forced to give up independence.  As long as the BCS exists, it’s going to deal with Notre Dame on favorable terms.  When BYU can get a multi-year multi-million dollar TV contract from ESPN, it shows that Notre Dame is not within one iota of being in danger of losing its NBC contract (or having someone else like ESPN pick it up instead).  TV networks and bowls will always want Notre Dame while power schools such as Michigan and USC will continue to schedule the Domers no matter what.

The irony is that the main way to get Notre Dame to join a conference has nothing to do with football.  My reader M pointed out a blog post that I wrote back in June 2010 that could almost be written verbatim again today (Pac-16 on the horizon, Texas A&M going to the SEC and the Big East in danger).  In that blog post, I referenced a source that had knowledge of the Big East conference agreement, which states that in the event the league loses 2 football members, the football and non-football sides can split and maintain their respective revenue distributions (i.e. NCAA Tournament credits).  At that time, what I was told was that the Catholic members were actually the ones looking to opt for a split in the event of the loss of any members.

It’s unclear whether there’s the same understanding now, but either way, Notre Dame’s overall athletic department has progressed to the point where a league with only the BE Catholic schools wouldn’t be satisfactory for a program of the size that’s in South Bend.  Basketball would be fine, but it’s everything else that would be a large problem.  While Notre Dame’s alumni base might be willing to throw all non-football sports under the bus in the sake of football independence, Jack Swarbrick and the rest of the leadership at the school aren’t going to have the same perspective as they have to weigh the interests of a whole lot more student-athletes.  Like Texas, Notre Dame was in the position of having its cake and eating it, too, with football independence coupled with a BCS-level league for non-football sports.  Now, it’s probably going to have to give up one or the other, and considering that Notre Dame was on the verge of joining the Big Ten in 2003 when the remaining Big East schools were much more attractive than whose in place now, it’s an indicator that independence is in danger.  It would be great if the ACC could offer them non-football membership outlined in my last post, yet that seems extremely unlikely now.  Granted, independence is still an institutional identity issue for the school more than a money issue (which is contrary to what a lot of college football fans believe), so you never know where the Irish might come out on this.

One thing to note (and I’ll have to give credit to one of the Northwestern posters on a Purple Book Cat thread on Wildcatreport.com for pointing this out, but I can’t find the link right now): keep a close eye on what Notre Dame is doing (or not doing) with respect to hockey conference membership.  The college hockey world experienced its own Conference Realignment Armageddon this past summer after the formation of the Big Ten hockey conference and a new league that siphoned off many of the best of the remaining WCHA and CCHA programs.  Notre Dame, though, hasn’t announced a single thing about joining a different hockey league even though everyone else had done so a couple of months ago.  If you see Notre Dame announcing that it’s joining the Hockey East next week, it’s probably a pretty good indicator that the Irish aren’t joining the Big Ten.  However, the longer that Notre Dame doesn’t say anything about hockey, the more likely it means the Big Ten is a viable option.  Consider the Notre Dame hockey program the college football realignment canary in the coal mine.

(5) Mergers and Acquisitions – A couple of mergers might be on the horizon to create even more mega-conferences.  CBS Sports is reporting that the remaining Big 12 and Big East football schools are exploring a potential merger.  This makes sense in a number of ways since as long as the Big East and Big 12 are existence, they will have BCS AQ bids through 2013.

Someone that had worked with a conference office told me a couple of weeks ago that a merger between the Big 12 and Big East would be a smart move for the leftover schools.  A conference merger actually occurred in 1991, where the American South Conference merged with a wounded Sun Belt Conference that was on the verge of collapse after losing nearly all of its members.  Why did the American South step in to save the Sun Belt?  It’s because in the event of a merger, it meant that the Sun Belt wouldn’t dissolve and therefore, the NCAA ensured that the new merged league (which would decide to keep the Sun Belt name) would retain all of the NCAA Tournament credits of the departed schools.  In the cases of both the Big 12 and Big East, there’s an even stronger incentive for both conferences to avoid dissolution in order to preserve the NCAA Tournament credits of the schools that left their respective leagues (which are actually quite substantial with schools like Syracuse and Pitt involved) along with AQ status for football.  At the same time, the SEC, Pac-12 and ACC all have fairly strong incentives to see a merger occur as it lowers their potential legal exposure from schools such as Baylor and Iowa State that might otherwise be left out of the AQ level.

On the non-AQ front, the Mountain West and Conference USA are considering a football-only merger in an attempt to procure BCS AQ status.  It will be interesting to see whether a mega-league would be persuasive to the BCS powers-that-be on that front since the issue has largely been about the weakness in the bottom halves of those 2 conferences, which won’t go away (and might even be exacerbated) with a merger.

(6) The Geography of Conference Realignment – Finally, as a political junkie, one of my favorite analysts out there is Nate Silver of the FiveThirtyEight blog.  So, I was ecstatic to see him post a massive analysis of college conference realignment to determine the different values of various schools.  I actually wrote about the CommonCensus Sports Map Project several years ago (prior to when most of you had stumbled onto this blog) that Silver used in his posting and had noticed at the time that the SEC schools were largely underrepresented in the college football fan numbers.  Regardless, both the Nate Silver piece and the CommonCensus Sports Maps provide a starting point and an incredible amount of data points to examine for anyone interested in how fans of sports teams are distributed by market.

Over 1500 words about the latest in conference realignment and I’ve barely talked about Texas.  Don’t worry – I’ll be writing much more about the Longhorns soon.  Until then, enjoy the hourly changes in the rumor mill.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

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Conference Realignment: If I Was Richer, I’d Still Be With Ya

It’s been a crazy couple of days to say the least.  We saw the SEC vote to conditionally accept Texas A&M, Baylor and a bunch of other Big 12 schools holding up the A&M move by refusing to sign some legal waivers, rumors stating the Pac-12 doesn’t really want to expand but will still add Oklahoma and Oklahoma State, Texas and Notre Dame are heading to the Big Ten, and the Big East may pick up some Big 12 leftovers, and now it may be all for naught with the Big 12 possibly being saved (in part by BYU).  So, by the time you read this post, it might be completely outdated with how fast the news and rumor mill has been churning.  Anyway, I have few thoughts on the latest developments:

1. Can’t blame Baylor (and others) for legal stance – As a lawyer, if I was representing any institution in this scenario, whether it’s Baylor, Iowa State or Texas, there’s NFW that I’d let it sign a blanket waiver of legal rights to the SEC and if such institution wanted to proceed, I’d insist upon some type of considerable payment in return.  A waiver of this nature wouldn’t be enforceable without some type of consideration from SEC, anyway.

In the case of Baylor, there might literally be no amount of consideration outside of the preservation of the Big 12 itself (as long-term AQ status trumps short-term monetary payoffs) that could justify signing that waiver.  Whether Baylor actually has a case with respect to tortious interference against the SEC isn’t really relevant here.  At face value, this type of case is probably a loser.  The Big East attempted to sue the ACC on similar grounds back in 2003 and ultimately settled for $5 million total, which is effectively pocket change that wouldn’t even cover 50% of one year of conference TV revenue for just one Big 12 school.  However, Mike Slive would know that insisting upon a waiver of legal rights would cause an allergic reaction among Big 12 members as a legal principle.  I don’t think much of Dan Ponzi Beebe, but he was correct in his statement that it’s unprecedented for a raiding conference to ask for waivers of legal rights from those left behind in the raided conference.  It doesn’t make sense for the SEC to do this from a practical standpoint unless they have some other motives outside of the legal realm (which we’ll get to in a moment).  That being said…

2. Can’t blame Texas A&M for being volcanically pissed off – As a business man, I have a hard time seeing the value in attempting to keep around a school that clearly doesn’t want to be there.  As long as Texas A&M pays all of the exit fees that it has agreed to with the Big 12 (which by all accounts it plans to do), then the Aggies should be free to go as they please.  Whether Oklahoma or others might leave after the Aggies (thereby dissolving the Big 12) shouldn’t be the problem of Texas A&M or the SEC.  It’s in the best interests of everyone within the Big 12 to move on as quickly as possible.  Now, I believe that Aggies have some misplaced anger toward Baylor in the sense that the SEC is the entity that is requesting something that no other Big 12 school (unless it’s heading out the door for the West Coast) would reasonably sign.  Which gets to the next point…

3. SEC isn’t doing this for purely legal reasons – As I’ve done several times before on this blog, I’ll point to Mr. SEC, who I believe had a spot-on commentary on the SEC’s true motives in asking for these waivers: Mike Slive wants to see if he can cause Larry Scott and the Pac-12 to act first.  Personally, I doubt Slive will win this particular game of chicken since, by all accounts, the Pac-12 is only going to act if A&M moves first.  Still, it doesn’t really hurt the SEC to attempt this tactic, where the conference can just wait awhile and then decide to proceed with expansion without the Big 12 waivers.

4. Big Ten looking to form the “Fuck You, Pay Me” Conference? – The famous Purple Book Cat of the WildcatReport.com resurfaced last night with the following rumor: the Big Ten is looking to add Notre Dame and Texas with a bevy of conditions, including folding the Longhorn Network into a “BTN2”.  The proposed solution to the “LHN problem” actually makes some sense, although I don’t quite understand the issues that the Big Ten would have regarding ESPN supposedly pushing the UT-to-the-Pac-12 angle (as the channel actually has a much closer and wider-ranging relationship with the Big Ten compared to the Pac-12).  Chip Brown of Orangebloods separately stated the following, as well:

An outside the box option would be something like a conference such as the Big Ten allowing Texas to join the league and only make money off of LHN and not share revenue from the Big Ten Network. File that one away.

Should any of us really be giving this idea any credence?  Probably not.  I don’t see how the Big Ten is going to provide special arrangements to Texas when Jim Delany spent a TON of capital in convincing power schools like Michigan and Ohio State to sign up for the Big Ten Network instead of forming their own individual networks.

At the same time, if there’s any truth to the notion of Notre Dame joining a conference, I have faith that it will be smoked out by the school’s alumni base long before a decision is made.  They’re on a 24/7/365 Independence Watch over there, so this isn’t a matter that’s going to get agreed upon in a backroom at least as far as South Bend is concerned.

Regardless, assuming that no one knows what they’re talking about on anything regarding conference realignment (which is true), we can at least play along and put together a B1G 16 Fuck You, Pay Me Conference pod setup with, say, Syracuse and Rutgers (PURELY for discussion purposes – substitute Missouri, Pitt, Maryland, Boston College, or anyone else if it makes you feel better) in addition to UT and ND with each school having a protected cross-division rival (in parentheses):

NORTH
Michigan (Ohio State)
Michigan State (Rutgers)
Notre Dame (Texas)
Purdue (Indiana)

EAST
Ohio State (Michigan)
Penn State (Nebraska)
Rutgers (Michigan State)
Syracuse (Minnesota)

SOUTH
Texas (Notre Dame)
Illinois (Iowa)
Northwestern (Wisconsin)
Indiana (Purdue)

WEST
Nebraska (Penn State)
Iowa (Illinois)
Wisconsin (Northwestern)
Minnesota (Syracuse)

If the Big Ten has an 8-game conference schedule as proposed in the Purple Book Cat scenario, that means each school would play its 3 podmates annually plus 1 cross-division rival and then rotate through the other pods each year on an NFL-style basis.  From a Notre Dame perspective (who is really the one that needs to get pleased even more than Texas), this setup keeps their 3 traditional Big Ten rivals, secures an annual game with Texas, and then allows them to still schedule USC and Navy home-and-home in the non-conference schedule.  That’s about as close as you can get to a national schedule for Notre Dame while preserving the maximum number of rivals within the confines of a conference.  While that’s likely never going to be enough for the independent-minded Notre Dame alums (as independence is really an identity issue for that school as opposed to a financial stance), I doubt the Irish could get much better from a pure scheduling standpoint.

Anyway, this is all a hypothetical… like everything else in conference realignment.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

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Texas Longhorns: Going to California (Again)?

When it comes to choosing a conference, the University of Texas has a choice: does it want the nicest house in Compton or an average house in Beverly Hills?

The former is what it would have if it chooses to stick around the Big 12 to keep the Longhorn Network in a Big 12 that definitely won’t have Texas A&M, very likely won’t have Oklahoma and, by extension, Oklahoma State, and possibly won’t have Missouri, either.  UT could continue to be the richest person in the neighborhood by a mile and control the local scene.  Of course, the issue is that everyone in the area that has scrounged up enough of a down-payment is moving out to nicer places.  The latter is what it would own if it becomes an equal TV revenue sharing partner in the Pac-12 (or for that matter, the Big Ten or SEC).  In that case, UT would be another rich guy in a whole town full of rich guys, but it also won’t have to worry about the value of the house going down.

It’s a fundamental question about what UT wants/needs to be.  The Big 12 as saved last summer was really UT’s dream scenario: they essentially were earning independent-type TV money in a conference with their primary regional rivals.  Now that one of their rivals (A&M) might be headed out the door as early as tomorrow and their other main rival (OU) has all but declared it’s heading west to the Pac-12, is the Longhorn Network (which hasn’t even been on the air for a week) more important than UT’s conference?  Larry Scott knows, just like Jim Delany and Mike Slive, that equal revenue sharing is a primary tenet of strong conference unity, so he’s not going to let UT have a separate TV deal when the schools in California like USC have already given up unequal shares in the new monster Pac-12 TV contracts.

Now, I consider Bill Powers (UT president) and Deloss Dodds (UT athletic director) to be smart men.  The Longhorn athletic department didn’t become the wealthiest in the country (even before any LHN cash started coming) by accident.  They likely thought that they controlled all of the cards, where as long as UT stayed in the Big 12, the other big guns of OU and A&M would, too.  I certainly thought that way.  While it wasn’t a surprise to find that the Big 12 wasn’t long for this world, I didn’t believe that it would be killed off only a year after its Summer 2010 stay of execution.

I can’t blame UT for going out and getting the LHN deal.  Any other school that had that type of leverage would’ve done the same thing.  However, I also can’t blame either A&M or OU for looking out for their own interests.  Most people here know me as the guy that wrote about the possibility of Texas going to the Big Ten last year, and as much as I’d still love to see that happen in many ways, there’s really no better conference deal out there for UT than a Pac-16 that includes Oklahoma, Oklahoma State and Texas Tech.  Neither the Big Ten nor SEC would ever grant spots to OSU and Tech and even if they’re not outright political requirements for OU and UT, they ensure that the two power schools won’t be complete geographic outliers.

At this point, I can’t see how OU could rationally stay in the Big 12 (particularly after OU president David Boren’s explicit statement of no-confidence in the conference).  (Note that rationality doesn’t always apply in conference decisions.)  The Pac-12 would certainly be willing to take them and OSU without having Texas schools coming along, as the Sooner are a top 10 college football brand.  It’s the LHN that makes what UT will ultimately decide difficult to predict.  There’s just no way that channel could continue to exist within the confines of the Pac-12 (at least as a UT-branded entity).  UT is going to have a really nice house no matter where it lives.  What will be instructive is whether it wants the nicest house on the block or a better neighborhood.  The Longhorns may not be able to have both.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

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The Jump to Conclusions Game: Why Angry Aggies Aren’t Enough to Move Texas A&M to the SEC

Nature abhors a vacuum and with a month to go until football season starts, conference realignment talk is back at a fever pitch even though there’s nothing really going on. The latest scuttlebutt is that Texas A&M is dancing with the SEC again with the rest of the Big 12 getting all hot and bothered about their high school recruiting targets getting TV time on the Longhorn Network (which has been placated… for now).

Believe me – I loooove conference realignment talk. It’s the reason why 99% of you are reading this blog in the first place. However, the “Texas A&M to the SEC” rumors are driving me up the wall, not necessarily because it would never happen (even though that’s what I personally believe), but that so many commentators on this subject simply argue that “Angry Aggies = SEC Move” without any further analysis. (For the purposes of this blog post, I will focus on Texas A&M, but the same principles can be applied to rumors involving angry Oklahoma and Missouri fans.) I went through a fairly detailed look at why I didn’t believe that A&M could go to the SEC several months ago and think that all of those arguments still hold true.

To be clear, I believe Texas A&M is an extremely valuable school and if the SEC could add them with no conference realignment repercussions elsewhere, then I could see it happening. A&M has a lot more value than the average UT fan would likely admit. The problem is there could be major conference realignment repercussions that the SEC will not want to witness happen (i.e. its main competitors getting even stronger with the Pac-12 adding Texas and/or the Big Ten adding Notre Dame) – the SEC wanting to add A&M as a reactionary move in 2010 is much different than pulling the trigger and causing the dominoes to fall in 2011. At the same time, A&M’s value is exactly why UT won’t just let them walk away.

Regardless, there’s a segment of the college football fan population that’s simply always going to believe that Texas A&M is heading to SEC just because the Aggies are pissed off. (Remember Missouri was pissed off at the Big 12 last year, too. Also look at all those Big East schools that are supposedly pissed that the conference won’t split. Tons of options for all of them, right?) That’s fair enough, but all I ask of this segment of the population is to address the following roadblocks to that ever happening:

1. The SEC can’t just rip up its TV contracts simply because it expands – A decent number of columnists/bloggers have taken SEC Commissioner Mike Slive’s comment that there are periodic “look-ins” for its contracts with CBS and ESPN and came to conclusion that the conference could set fire to those deals in the event of expansion. While the terms of the SEC TV deal are not public (and that’s the case for any conference), this is a dangerous assumption that I would wager is 99.99% incorrect. (The .01% allows for the slight chance that Slive has compromising pictures of various CBS and ESPN executives with Casey Anthony.) ESPN certainly doesn’t believe that the SEC’s “look-ins” can reopen the TV deal:

The agreement with ESPN calls for a “look-in” review after the first five years but can occur sooner, said Burke Magnus, ESPN senior vice pres ident of college sports programming.

“We knew when we made a 15-year deal that time was not going to stand still so we purposely built in these look-ins,” Magnus said. “They don’t reopen the deal. There’s no outs. It’s an opportunity for both of us to really take stock of where we are and see what we could be doing better.”

It is standard operating procedure that these types of contracts have provisions that protect the network, NOT the conference, in the event of membership changes. In a post by the excellent college TV sports blogger mattsarz about the C-USA/ESPN lawsuit, he attached the underlying TV contract that was made public as part of the complaint that was filed. Here’s the language about regarding membership changes:

10. CONFERENCE COMPOSITION

(a) Essential Institutions. The participation and availability for televised play of the following academic institutions shall be deemed to be of the essence of this Agreement: University of Texas El Paso, Rice University, University of Alabama-Birmingham, University of Tulsa, University of Southern Mississippi, Memphis University, Tulane University, University of Houston, Marshall University, University of Central Florida, East Carolina University and Southern Methodist University.

(b) Unavailability. If any Conference team leaves the Conference or is otherwise unavailable for televised play as authorized by this Agreement (in either case, “Unavailable”) for any Season during the Term then ESPN and Conference will negotiate in good faith after such Unavailability comes to ESPN’s attention to determine appropriate adjustments to this Agreement. In such negotiations, the parties shall take into account, among all other relevant factors, any new members that are added to the Conference in replacement of the Unavailable members. If the parties cannot agree on the appropriate adjustments, then ESPN will have the right in its sole discretion to elect by the May 1 prior to the affected Season (unless such Unavailability occurs thereafter, in which case ESPN will have the right to make its election within 30 days after it is notified by Conference of the Unavailability) to reduce the rights fees hereunder in the same proportion as the number of Unavailable teams bears to 12. ESPN will also have the right at any such time to terminate this Agreement if the Conference has in any season fewer than ten member institutions that are NCAA Division I-A members and that are available for televised play as provided above. In addition, if additional institutions join the Conference (i.e., bringing the number of member institutions to 13 or more), then within 30 days after ESPN is notified by the Conference to that effect, ESPN and Conference will engage in good-faith negotiations regarding potential increases to the rights fees due hereunder.

As you can see, ESPN was able to get a concrete reduction in fees or even completely terminate the agreement if C-USA lost enough members, but if C-USA added any members, all that the parties would be obligated to do was to engage in “good-faith negotiations”, which as an attorney I can say is Kumbaya B.S. with no real meaning. ESPN was the only entity with a legitimate stick here. A conference would only have power if it actually had concrete termination rights in the event of an expansion, which wasn’t the case in the C-USA contract.

Even though C-USA is relatively small player, we can deduce that the power conferences also have a similar clause. The Big Ten, for instance, gained a new marquee member in Nebraska last year and even added a brand new conference championship game (which wouldn’t happen in the case of SEC expansion). If the Big Ten had a termination right that some are assuming that the SEC somehow has, then Jim Delany would’ve called ESPN ten seconds after the new Pac-12 monster contract was announced and said “I’m out!” That obviously hasn’t happened – the Big Ten still has to wait until its current TV deals are done in 2016. It’s also instructive that both the ACC in 2003 and the then-Pac-10 in 2010 performed their respective expansions only a few months prior to their respective TV rights going back up for open bid. That shows that those conferences needed to time their expansions to coincide with their new TV deals (as opposed to the other way around, as the A&M-to-the-SEC believers are arguing) because that’s the only way that they could receive the financial benefits from expansion immediately.

Frankly, this all makes sense. Networks would never reasonably agree to tearing up TV contracts based on expansion because they want to know who the conferences are expanding with (not just expansion in and of itself), and even then, it’s almost impossible to assign a value to any prospective expansion candidates ahead of time. In turn, networks can definitely assign a value to a conference as presently constituted, so they have leverage to get out of deals (or receive relief) in the event that such conference loses members.

So, unless Mike Slive can produce some Casey Anthony photos, we should assume that the SEC has terms just like everyone else: the SEC is stuck with its deals until 2024 unless its TV partners willingly give it more money prior to that. This brings us to the next point…

2. ESPN isn’t going to willingly hand the SEC more money for expansion – Let’s take a quick look at where ESPN stands right now. First, ESPN worked extremely hard to keep the Big 12 together last year in order to block the formation of superconferences by going so far as to give that league the same amount of money even though it had just lost its most populous non-Texas state (Colorado), a marquee national name (Nebraska) and a conference championship game. Second, ESPN has just invested a ton of capital in the Longhorn Network, which essentially depends upon the Big 12 surviving as none of the other BCS conferences besides maybe the Big East would let that monstrosity live.

Call me crazy, but when considering those two points, it seems quite far-fetched that ESPN would actually provide an incentive to the SEC to expand with Texas A&M (and/or Oklahoma and/or Missouri and/or whoever else you want to throw in) that would directly kill off the Big 12 that ESPN has every incentive to save. Plus, with the amount that ESPN is paying the Pac-12 now and with the Big Ten contract going up for bid in a couple of years, it doesn’t make any sense that the network would give the SEC any ability to increase its rights fees prior to 2024. If the SEC’s contract was up in a couple of years like the Big Ten’s deal, then maybe I could see ESPN throwing more dollars in order to lock in an extension, but there’s no business logic for the network to re-open a deal that’s locked in for the next 13 years that the SEC can’t do anything about.

3. Objectors to high school games on the Longhorn Network are arguing semantics (and that’s ultimately a losing argument) – There’s a massive public flagship university located in one of the top football recruiting states in the nation that has entered into a multi-year multi-million dollar third tier rights deal with a regional sports network that is wholly-owned by a large multimedia conglomerate. There are some football and basketball games along with coaches’ shows and other promotions showing the university. The RSN also telecasts high school football games that potentially showcase that university’s recruits. Such public flagship university does not own any part of such RSN.

I’ve just described the contract that the University of Florida has with Sun Sports. It also describes the deal between the University of Texas and ESPN for the Longhorn Network. Structurally, the two deals are virtually exactly the same. ESPN completely owns the LHN, and therefore, controls its programming decisions, just like Fox owns and controls Sun Sports. The main difference is branding, where Florida is part of a network that also shows the Miami Cheat (among other teams) while Texas has its Longhorn moniker in the ESPN’s network’s name. So, does the NCAA come down on the LHN for a branding decision but doesn’t care about Sun Sports? If the LHN simply changed its name to “ESPN Austin”, would it make a difference? Is a network that has 10% UF content acceptable, but another with 90% UT content unacceptable?

Note that this is different than the BTN and Pac-12 Network situations, where the schools in the Big Ten and Pac-12 have actual equity interests in those channels. This makes it much easier for the NCAA to regulate those types of setups or, more importantly, regulate them in a way where the NCAA doesn’t lose in a court challenge. The Texas relationship with the LHN, on the other hand, is really just a straight-up traditional rights fees deal that Florida and a whole host of other schools have with various regional sports networks. As a result, the NCAA, the Big 12 and any other challengers to the LHN would largely have to rely on semantics (the name “Longhorn Network”) with subjective benefits as opposed to the ownership structure of the network itself that can objectively measured, and courts hate arguments about semantics. If ESPN thought the fight was worth it (and that’s a business question as to whether it would spend millions of dollars in legal fees in order to show high school games on TV), it would likely flatten the NCAA (quite possibly the most blatant example of an antitrust violation that we currently have in America, which is a subject for another blog post at some point) in court, just as the University of Oklahoma did in its landmark lawsuit where the Supreme Court struck down the NCAA’s control of TV rights (thereby opening up the ability for conferences and schools to freely enter into contracts with TV networks directly as we see today). The NCAA telling a network that isn’t actually owned by a member school what it can and cannot show on TV could be construed as an overstepping of its authority and, considering the inherently collusive nature of the organization (hundreds of schools making collective decisions that affect students, agents and media personnel that aren’t even employed by such schools), it needs to be careful on how it phrases its regulations.

When the LHN deal was first announced, I was initially puzzled when UT didn’t take an equity interest in the channel, but we now see one of the main benefits. Is showing high school games on the LHN shady? Absolutely! Can the NCAA or Big 12 regulate it? It could try, but at face value, I doubt it would withstand a court challenge. The Big 12 athletic directors themselves have put the kabosh on high school games on the Longhorn Network for this year, yet I’m sure we’ll see this issue come up again next summer and the conference could face the same legal scrutiny as the NCAA would. If ESPN believes the fight is worth it, the NCAA is a fairly easy lawsuit target.

4. People that keep ignoring Texas politicians will get fooled again – Fool me once, shame on you. Fool me twice, shame on me. Fool me thrice, I’m in fucking denial. In the three major conference realignments since the 1990s, two have been heavily shaped by the whims of Texas politicians. The third was shaped by the Virginia legislature. I’ll point back to my “You Can’t Always Get What You Want, Aggies” post that goes through why it’s critical to take into account the irrational nature of Texas politicians with respect to anything regarding football. At the very least, it would be nice to see some other commentators on conference realignment that this is a very real impediment to change. Gov. Rick Perry might be a former Aggie Yell Leader, but if he wants to run for president, he’ll need to raise a lot of money from UT alums (and Texas Tech and Baylor alums), which brings us to the next point…

5. UT needs A&M in the same conference together – Many UT alums likely won’t admit it, but as I’ve stated before, Texas A&M is an extremely valuable school. That’s why UT simply isn’t going to let them walk away, and if it means making some financial concessions or telling ESPN to not show high school games on the LHN to keep the peace (along with applying their own political pressure plus the support of Tech and Baylor), then they’ll do it. There were a number of factors that went into play in the Pac-16 deal collapsing last year, but the threat of A&M heading to the SEC at that time was extremely high on the list. It’s instructive that the Pac-16 deal could’ve easily moved forward if UT was fine with only moving with Tech (and maybe having Utah or Kansas replace A&M in the Pac proposal) while A&M went to the SEC, yet it didn’t happen. I’ll always remember one of the first comments from a connected UT alum on this blog when the Big Ten first announced that it was exploring expansion almost 2 years ago and how he described that UT, in no uncertain terms, would not let A&M head off to the SEC as the Longhorns knew that opening up the state of Texas to that conference for TV and recruiting purposes would be a killer for their own program.

At the same time, count me in as someone that will always believe that the prospect of UT going independent is an empty threat. Money is important, but many commentators are ignoring how important institutional culture is in making decisions, too. Ultimately, UT needs an entourage like a Hollywood starlet. The school’s actions time and time again have shown that having power over others is how it gets it rocks off. It wants to have schools like Texas Tech and Baylor dependent upon it and it certainly doesn’t want A&M be in a separate higher profile league. UT doesn’t just want to make the most money – it wants to control college football in the state of Texas completely, and that requires A&M to be in the fold. Notre Dame is a J.D. Salinger-type recluse that doesn’t want any attachments to anyone, which is why they have chosen to be independent as an institution (even though they’d actually make substantially more television money in the Big Ten). UT simply isn’t like that – it has always positioned itself as the proverbial sun for a bunch of other schools.

UT and A&M have come very close to separating two times before over the last two decades, yet the leaders of both schools have never been able to pull the trigger (even if some their respective fans would love to use a machine gun on the relationship). A combination of politics, institutional culture and uniquely shared endowment money that makes football TV revenue look like pocket change (see the Permanent University Fund) has always kept them together.

Could Texas A&M end up in the SEC? I guess anything is possible, but let’s be clear that just because Aggies are angry doesn’t mean that they’ll move to the SEC. Any rational analysis needs to address (1) why the SEC would expand when it has no leverage to renegotiate its current TV contracts (meaning that the current SEC schools would be subsidizing any expansion until 2024), (2) why ESPN would help out the SEC on that front when it has direct interests in keeping the Big 12 alive, (3) how a court challenge to any restrictions on showing high school games on the Longhorn Network would turn out, (4) why Texas politicians would suddenly be wallflowers on conference realignment when history clearly indicates that they are not only not wallflowers, but completely interventionist and (5) why UT would just roll over and let A&M walk away. I would love to entertain arguments that address all of those massive roadblocks. “Aggies are steaming mad”, however, isn’t a valid argument.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

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You Can’t Always Get What You Want, Aggies

It was as predictable as a lackadaisical road game for the Illini basketball team. When the University of Texas signed its network deal with ESPN, the drumbeats from people that aren’t looking at the big picture started: “Well, this means Texas A&M is heading to the SEC sooner rather than later.”  It’s a stance that’s become reflexive among many widely read pundits.  Unfortunately, that stance is absolutely and positively dead wrong.

If there’s one overarching takeaway that you should get from this blog post, it’s that what Texas A&M wants to do means jack.  I’m very certain Aggies all across America (especially the younger ones) would love nothing more than to move to the SEC, yet that’s irrelevant.  What really matters is what Texas A&M is allowed to do, and with a Molotov cocktail of an SEC that doesn’t really want to expand, Texas state politicians that are out to quash any move that will injure Texas Tech and Baylor, and ESPN specifically wanting the Big 12 to live, that leaves with Texas A&M with virtually no options outside of staying right where they are.

THE REACTIONARY SEC

Let’s start out with the most basic rule in conference realignment: it takes two to tango.  In order for Texas A&M to even consider to move, the SEC has to want to add them in the first place.  There’s a widely misguided belief in the blog and message board world that since the SEC reportedly invited Texas A&M and Oklahoma over this past summer, that means there’s an “open invite” for the Aggies and Sooners.  Nothing could be further from the truth.  Everyone is forgetting the circumstances under which the SEC invited those two schools.  OU president David Boren stated that the Pac-16 proposal was researched and planned, while the SEC invitations were “a reaction to the situation”.  The SEC was never proactive in last year’s conference realignment because they didn’t (and still don’t) have any type of vehicle to justify expanding beyond 12 schools.  This is in contrast to the Big Ten, whose Big Ten Network can garner additional revenue from adding more basic cable households, and the Pac-10, who was so far behind in revenue that it was worth it for them to take a huge leap in order to add UT and friends.

The fact of the matter is that the SEC loves the status quo.  They are Wal-Mart to the Big Ten’s Target in college football’s financial hierarchy, with everyone else way behind.  The last thing that the SEC wanted was to see major changes to the conference landscape where a third equal competitor would rise up or, even worse, being sent to a permanent third place position.  So, the only reason why the SEC offered A&M and OU those invites was because they were looking at a world where 2 superconferences were about to be formed – the Pac-16 with UT as the centerpiece and a 16-school Big Ten with Nebraska and Notre Dame as the main additions – and they had to draw a little blood in order to not completely get left behind.

We need to make this clear: the SEC invites to A&M and OU were completely reactionary.  Once the Big 12 was saved and superconferences weren’t formed, the reasoning for the SEC to expand evaporated.  There is only one way that the SEC can lose its dominant position next to the Big Ten at this point: if UT moves from the Big 12 to another conference (because as we’ve explained here before, they’re never going to the SEC themselves).  That’s something the SEC absolutely doesn’t want to see happen.  As a result, the SEC isn’t going to make a proactive move on the Big 12 because it’s not going to risk giving UT a reason to explore the Pac-16 proposal again.  If some other conference makes a move on the Big 12, then the SEC will react in order to pick up the pieces, but they’re not going to attack first.  The only realistic way A&M gets an SEC invite is if someone else raids the Big 12.

ALL CONFERENCE POLITICS ARE LOCAL

Now, let’s say that I’m completely wrong about all that I just said about the SEC and they extend invites to A&M and OU, anyway.  That doesn’t mean that the Aggies (or OU, for that matter) can just move willingly.  Here’s a quick recap of the major conference realignments since the collapse of the Southwestern Conference:

1994 – UT and A&M attempt to move to the Big 8 by themselves to create a 10-team conference.  Texas legislators catch wind of the plan and use political pressure on those 2 schools to force Texas Tech and Baylor into the league, too.

2003 – The ACC invites Miami, Boston College and Syracuse.  Virginia legislators catch wind of the plan and use political pressure on UVA to force Virginia Tech to get an invite in lieu of BC and Syracuse.  BC eventually gets an invite later on, while Syracuse is still in the Big East.

2010 – The Pac-10 invites the entire Big 12 South except for Baylor.  The deal falls apart and Pac-10 commissioner Larry Scott attributes it to the political heat from Texas legislators with Baylor getting left out.

See a pattern here?  State legislators have played a central role in all three major conference realignments in the past 20 years, including Texas legislators specifically in two of them.  Public universities are controlled by a ton of different interest groups, including people whose loyalties lie with competing universities.  Notre Dame, as a private university, can simply listen to its own rabid alumni base in making decisions.  Texas A&M (and other public universities) can’t do the same.  Despite this fact along with recent conference realignment history, virtually every single column that I’ve read suggesting that Texas A&M will eventually head to the SEC either (a) completely ignores Texas politicians altogether or (b) makes unsubstantiated comments that the politicians aren’t obligated protect Tech and Baylor anymore.

What?!  It’s incredulous to me how anyone that observed what occurred this past summer could think for two seconds that Texas politicians won’t get involved.  If anything, it proves that Tech and Baylor have more pull than previously anticipated.  As I’ve admitted previously, I certainly made the grave mistake a year ago in my conference realignment analysis of underestimating how much Texans believe that football matters are of the utmost political importance.  I haven’t seen a single person articulate a legitimate reason why a single thing has changed in the political environment in Texas since this past summer or even 1994.  The Texas legislature has literally done more to shape college conferences over the past 20 years than any other entity.  Besides, even if you assume that Tech and Baylor don’t have a Bob Bullock-type figure to hammer through their interests, UT is going to be right alongside the supporters of the little brothers on this issue.  UT wants nothing to do with A&M in the SEC (for good reason) and the Longhorns know how to play the political game as well as anyone.  I really hope people aren’t naive enough to think that Texas politicians are just going to sit on the sidelines if A&M attempts to move to the SEC by itself. 

IF TEXAS TECH AND BAYLOR AREN’T BETTER OFF WITHOUT A&M THAN WITH THEM, THEN DO NOT PASS GO

The main argument that I see from those that believe that A&M is heading to the SEC is that Texas Tech and Baylor can be “taken care of” in order to placate the politicians.  There is a prevailing belief that as long as the Big 12 survives with UT staying there, then A&M can move alone.  The problem with this line of thinking is that Texas politicians have consistently placed a MUCH higher standard of what it means for Tech and Baylor to be “taken care of”.  Having those schools “taken care of” really means two options:

(1) UT and A&M are in the same conference as Tech and Baylor.  Period.

OR

(2) Tech and Baylor are financially stronger without one of the big brothers in the same conference than with them.

Think of it this way: if I come and take a wrecking ball to your kitchen, you’re probably not going to think you’re “taken care of” if I point out the fact that I left your bedroom intact, so at least you’re not homeless.  Well, Texas A&M can’t just leave the Big 12 and make more money in the SEC while simultaneously reduce the conference revenues for Texas Tech and Baylor (and for that matter, UT) and claim that they’re “taken care of”.  That’s a proactive move by A&M that hurts those in-state little brothers.  So, simply saying that Tech and Baylor are still in an AQ home isn’t good enough for the Texas politicians.  A&M has to find a way to ensure that Tech and Baylor somehow make more money with the Aggies leaving the Big 12, which most reasonable people would conclude simply isn’t realistic.  As noted earlier, the SEC doesn’t really have a financial vehicle to justify expanding in the first place, so every expansion candidate has to pull more than its own weight.  A&M is a very good catch for any conference by itself, but that school isn’t worth SEC having to add any type of financial dead weight (Tech or Baylor) in order to get them.

As for OU, the Sooners are even more tethered to Oklahoma State politically than the Texas-based schools are to each other.  The T. Boone Pickens mafia will destroy that prospect immediately.  There’s absolutely no scenario where OU would move to another conference without Okie State.  None.  Zip.  Nada.  Zilch.

THE PAC-16 PROPOSAL IS THE MINIMUM FOR ANY FUTURE CHANGES

Here’s the bottom line: the Pac-16 proposal is now the bare minimum that politicians will consider.  That proposal protected Texas Tech and Oklahoma State, yet the big brothers of UT, A&M and OU ultimately rejected that deal.  As a result, those big brothers expended pretty much all of their political capital on conference realignment.  There was a massive offer from a major conference that was willing to take Tech and Okie State, which means that the big brothers can’t now look their respective state legislators in the face and say that they’re ditching the little brothers for a better deal elsewhere.  (This includes the prospect of UT going independent.)  From this point forward, there’s absolutely NFW that the politicians in either Texas or Oklahoma are going to let the big brothers move without something that replicates the original Pac-16 proposal at the very least.  If you believe Larry Scott, Baylor has to protected in order to ensure it gets approved, too.

Some OU supporters are already ruing the day that they walked away from the Pac-16 offer.  (Of course, that’s neither here nor there.  OU wasn’t getting a Pac-10 invite without UT also coming along.)  Honestly, A&M’s reluctance to go to the Pac-16 might be what ends up forever binding them to the Big 12 that so many of their alums now hate.  Why would Texas politicians let them go off to the SEC alone when all of UT, A&M and Tech would’ve been taken care of in the Pac-16 deal if A&M didn’t have any reservations to going west?  The answer is that they’re not – A&M is stuck, whether they like it or not.

ESPN ISN’T STUPID – THEY WANT THE BIG 12 TO LIVE

Finally, there’s a pretty basic item that so many people are missing: ESPN paid up last summer specifically to save the Big 12, so they wouldn’t have entered into a deal with UT unless they believed the Big 12 would stay together.  Certainly, ESPN wouldn’t have created the new UT network if it would have the effect of actually breaking apart the conference that it just saved.  ESPN might be annoying from a journalistic standpoint, but their business people aren’t stupid.

(Indeed, in the third quarter of 2010, ESPN provided half of the profit of the entire Disney Company.  Think about that for a second: add up all of Toy Story 3 ticket sales, all of the people visiting Disney World and Disneyland, all of the Mickey Mouse and Winnie the Pooh swag sold, all of the ABC advertising revenue, all of the Disney books and DVDs hawked, all of the High School Musical and Hannah Montana crap, all of the Disney Broadway show tickets, and revenue from thousands of other Disney properties, and they still weren’t as profitable altogether as ESPN was by itself.  That’s power.)

So, ESPN entered into the deal with UT based on assurances that the Big 12 was going to live on, and the cable giant has a ton of control over that.  With the Worldwide Leader holding the purse strings for the Big 12’s next TV contract, they’re going to provide juuuust enough to keep the non-UT members placated to ensure the investment in the Longhorn network was worth it.  ESPN wants nothing to do with paying massive rights fees for superconferences, which is why they intervened when it looked like the Big 12 was going to collapse.  The status quo is what they desire for college conferences and they have the financial capital to pay out accordingly in order to keep it that way.  Make no mistake about it – ESPN knows that UT staying in the Big 12 is ultimately what provides it stability and that’s a big reason why $15 million per year for the Longhorn Network is a relatively inexpensive insurance policy for the Worldwide Leader.

TOO LITTLE, TOO LATE FOR A&M

At the end of the day, if A&M or any other Big 12 school had an issue with UT’s new TV network, the time that they had any leverage was last summer.  They’ve all known for years that UT has been planning for a new TV network, so this wasn’t a surprise.  In fact, it was a key negotiating point of last summer’s realignment discussions.  Now that they agreed to keep the Big 12 together and, more importantly, rejected a Pac-16 deal that would’ve protected Texas Tech and Oklahoma State specifically, A&M in particular doesn’t have any more chips to play.  You can’t always get what you want, Aggies.  Instead, you can only do what you’re allowed to do, which isn’t much at all.

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(Image from Texas A&M to SEC Facebook Page)