Times: it’s done
…
Press conference soon.
Predicting the 2008 M’s fortunes
As we wait and wait for the axe to fall on the trade…
I’ve run some guesstimates, some numbers, and some simulations using projection data to see where the Mariners might turn out. Normally, those kind of exercises are interesting but kind of pointless: it’s why you play the games, right? And if I’m guessing at one thing and the sims come out a lot lower, so what — it’s not as if any of these things affects the team’s fortunes. I could tinker with the team’s lineup in DMB and run a million simulated seasons and it wouldn’t help or hurt their actual performance.
“My Little Pony” photo by Katie@! and used under the Creative Commons license.
It’s more important this season, though. The M’s have decided they’re going to take a shot at the division title and are making a potentially huge long-term sacrifice for a short-term gain. It’s the result of their assessment of the team’s potential this season. If they’re wrong, they’ve done themselves wrong. If they’re right, the rewards for getting the team to the playoffs are huge.
That’s why I look at the sims, for instance, and frown. If the trade off was Jones for a World Series, I would take it — I think any of us would. It’s not that certain, of course. But if the team’s really only going to win 88 games with Bedard and miss the playoffs, or if they’re going to finish much worse than that, the long-term tradeoff isn’t worth it.
To return to the sims, for a second — I’m as inclined as anyone to look at results like that and dismiss them, but I want to be able to have a good reason to. I don’t. ZiPS projections are pretty good — last year they ran alongside PECOTA. I can argue why I think some of them are off, but as a system, it’s tough to argue with the results.
And when I took a swing at coming up with runs scored/allowed numbers for the team and putting that into wins, there are points where I could say “there’s a pretty large margin for variation here” but it was for both good and bad, and taking only the good isn’t reasonable. Lopez might resume his growth as a hitter, but maybe Sexson doesn’t bounce back at all. Ibanez might be healthy, able to run better and hit well, and Washburn could be bothered by his elbow and have a bad year. I don’t see the team is all potential for improvement, or all candidates for collapse.
The M’s almost certainly understand that given their runs allowed and runs scored numbers last year, their W-L record should have been worse than it was. But I’d bet, as some of our commenters have pointed out, that they’ve got a whole set of reasons why the win total is for real: the disaster starts, injuries, Rick White, veteran grit and clubhouse leadership. There’s a natural tendency to justify favorable luck as the product of things they did, while dismissing bad results as circumstance.
I don’t know what they think supports their belief that they can run with the Angels this year. I would bet they’re not running Diamond Mind sims with projection data, but they’ve certainly had organizational meetings over the winter where they came to agreement about all of this. And we know that they value players much differently than I do, and measure them on different criteria.
But knowing where a team is, and how it’s likely to do, is one of the most important things they can do well. A team that knows when to try to go all out to build a championship team that year or when to look to youth and a longer timeframe will do far better than one that does those things at the wrong times (and the last few years are filled with examples of the former).
I hope, for the M’s sake and my own as a fan, that whatever they’re thinking turns out to be correct this season, because they’re betting a huge chunk of the team’s future on their belief that the short-term improvement of Bedard is worth the long-term sacrifice. That I don’t see that that’s likely doesn’t mean it won’t happen, or that I’m not hoping they’re right.
Calculating Wins Above Replacement
If you’ve read the blog for a while, you’ve seen us refer to players as +/- so many wins. For instance, I’ll often call Adam Jones a “two win player” and Erik Bedard a “five win player” when talking about their 2008 value.
If you’ve ever wondered where those numbers come from, Tango has the post for you. In it, he breaks down the basics for calculating a player’s win values yourself. It’s actually easier than you might think, assuming math doesn’t make your head explode.
On a job application for running a major league franchise, this should be question #1. If you can’t grasp this concept, you don’t get to make decisions.
Open call for sim help
Hey, if anyone knows how to fairly easily automate the running of a ton of seasons in DMB for Mariner-related analysis, can you drop us a line? I’m interested in doing some more work on the team, lineups, and related good stuff, but it’s such a pain to run seasons manually that I’m unlikely to do it unless it can be automated or someone wants to pay me a ton of money for the time and effort.
Jose Vidro signs with Red Sox
Today, the Boston Red Sox announced the signing of Sean Casey to a 1 year, $750,000 deal to fill a spot on their bench. He’s slotted in to be their backup first baseman and occassional pinch hitter. Barring an unforseen injury, he’ll probably get 150-200 at-bats this year.
In case you hadn’t noticed, Sean Casey and Jose Vidro are the exact same hitter. Here are their 2007 performances:
BA: Vidro, .314; Casey, .297
OBP: Vidro, .378; Casey, .354
SLG: Vidro, .394; Casey, .395
BB%: Vidro, 10.8%; Casey, 9.9%
K%: Vidro, 9.1%; Casey, 8.3%
GB%: Vidro, 51%; Casey, 49%
LD%: Vidro, 19%; Casey, 20%
The entire difference between Jose Vidro and Sean Casey’s 2007 performance could be chalked up to infield singles; Sean Casey got 6, while Jose Vidro got 15. There’s just no reason to believe that Vidro’s ridiculously high number of infield hits had anything to do with his skills. If you convert nine of Sean Casey’s outs into infield singles, he’d have hit .315/.371/.413. Eliminating infield singles from the big picture, Casey and Vidro had the exact same batting average last year. Vidro has the tiniest edge in walk rate, but Casey has an equally small edge in power.
You can’t find two more similar hitters alive right now. They were born a month apart in 1974. They both used to be very good players. They’ve both battled injury problems and now live off their ability to make contact and hit singles. The projections for 2008 are basically identical across the board, no matter what projection system you want to use. These guys are offensive twins.
There are, however, two differences. Sean Casey can still play defense (he’d be a significant upgrade with the glove over Richie Sexson) and everyone else in baseball realizes that this skillset isn’t good enough to lay claim to a starting job.
Every other team in baseball looked at this skillset and said “not interested”. The Red Sox looked at this skillset and said “useful bench player if he’ll play for nothing”. The Mariners looked at this skillset and said “Starting DH, $6 million salary, #2 hitter”.
Useful players that signed this winter for less than the $5 million difference in salary between Vidro and Casey: Milton Bradley, Adam Everett, Cliff Floyd, Jason Jennings, Jon Lieber, Jeremy Affeldt, Randy Wolf, Kerry Wood, LaTroy Hawkins, and Mark Hendrickson.
The lesson, as always – the Mariners continue to get destroyed by every other organization in baseball when it comes to building their roster.
M’s to win 105 games
They won 88 games, right? And they exceeded what you’d expect for the runs they scored and gave up, but that’s a product of having Weaver and HoRam getting blown out all the time and the bullpen. So replacing Weaver and HoRam, with Silva/Bedard, that’s ten wins, Sexson has to rebound so you get another four wins there, Lopez is a good young player and he should improve so that’s another two wins from last year. Then you take the ace pressure off Felix, that’s another win as he’s more comfortable.
105. No problem.
The 2008 Mariners through ZiPS
Let me warn you ahead of time: if you don’t like projections, and you don’t like sims like Diamond Mind, this is not going to be your post. And it’s long.
(“Tea Party!” photo by dreamcicle19772006 and used under the Creative Commons license.)
Dave sent me an email about the new 2008 ZiPS projections and being the geek I am, I loaded it up and went a-simulating: traded Bedard for Jones/Sherill/etc, set up the M’s likely lineup (last year’s with Wilkerson in right, no platooning), worked out the bullpen roles and went at it. Now mind you, all the other teams had the default bad to the point of almost-randomness profiles (except the Orioles, for who I plugged the rotation and activated Jones/Sherill). So the M’s operated at a huge advantage.
Dave warned me about what would happen and the results still shocked me.
The first season the M’s went 70-92 to finish 21 games behind the Angels and last in the AL West. They scored 733 runs and gave up 802.
I did some more work. Threw Horacio Ramirez off the team (as the team will likely do at some point), cleaned up some of the roles, brought Reed up to play a decent 4th OF and defensive replacement…
81-81, 3rd, 9 games back of the Angels, 750/804
69-93, last, 681-783
77-85, third, 717-809
72-90, last, 668-764
69-93, third, 690-810
64-98, last, 733-842
70-92, third, 754-763
… and on and on. Again, this is with the M’s as the only team in baseball with a roster set up with reasonable roles and a rational bullpen. When I do this normally, teams with that advantage play way, way over their heads. At least as ZiPS is concerned, this is not a good team.
Batista and Silva get shelled over and over. The defense is porous. A huge chunk of the lineup stinks against lefties. It’s ugly. It’s really ugly.
If you’re curious, my final M’s lineup, in which I tried to do some good around the margins while being realistic about who’s playing where, was:
Hitters (14)
DH-0: Vidro
C-R: Johjima
1B-R: Sexson
2B-R: Lopez
SS-R: Betancourt
3B-R: Beltre
LF-L: Ibanez
CF-L: Ichiro!
RF-L: Wilkerson
Bench: C-R Burke, OF-L Reed, OF-R Balentien, IF-R Morse, WB-R Bloomquist
The corner outfielders need legs and right-handed backups, so Reed/Balentien are up. I gave Balentien some of Ibanez’s playing time v. LHP. I tilt towards more hitters, obviously, but that’s a whole other discussion. Really, any left-handed pitcher, you might be better playing the backups and… um, I’m already proving I’m way too into this kind of thing, so I’ll stop there.
Pitchers (11)
SP-L Bedard
SP-R Felix
SP-L Washburn
SP-R Silva
SP-R Batista
RP-R Baek
RP-R Green
RP-R Morrow
RP-L O’Flaherty
RP-R Putz
RP-L Rowland-Smith
It’s a pick-em in the bullpen. The projection wasn’t sweet on anyone, so it didn’t matter if I had Huber/Lowe out there. The last two relievers in the bullpen got rocked every year. I took Baek/RRS for long relief with two starters getting rocked regularly, but you could change that mix if you wanted.
(“Sack O’Taters” photo by ninjapoodles, used under the Creative Commons license.)
Anyway, I could spend a lot more time on this, but I’ll spare you. The short version is having gone through this exercise, I’m worried my last estimates of the team’s strength were high.
But USSM is your home for Mariners-related pessimism, so what do we know.
Jones spent Super Bowl Sunday being poked and prodded
Hickey o’er at the PI reported Jones was in Baltimore for his physical yesterday. It probably means we’ll hear the announcement today or tomorrow.
I almost don’t see what the point of having comments open would be: is there anything new to say about the trade itself or how crazy this whole thing’s been? I feel like we should just come up with a sheet of stock comments you can refer to easily — anti/pro/neutral, numbered
p1) This is a good trade
a1) This is a horrible trade
n1) We won’t know if it’s a good trade for a while
p2) They’re just prospects
a2) Bedard is just a veteran
…
and so on. Then you could just say “a1. a2, a3, a4.” and the next person can say p1. p2. p3. Save keystrokes all around.
Update: Baker chimes in that Jones is in Baltimore today:
It took a while, but we’ve finally gotten it confirmed that Adam Jones is indeed in Baltimore taking his physical today. Would have liked to have this out to you last night, but unfortunately, we could not get anyone to verify it. Finally, we can. We’d rather be a few hours late than be wrong. Remember, how often folks had said Jones was in Baltimore prior to last night?
Stone on the Bedard trade
Larry Stone, in Sunday’s Times runs down the state of the trade:
All current indications are that, after all the histrionics of the past week, the Mariners and Orioles will really, truly, actually, once and for all, no turning back, no mulligans, no backing out, no passing go, get this trade done. But check back tomorrow, because nothing is for certain in this messed-up deal.
Yeah.
Anyway, the particularly interesting part is that Stone talks about the who of the trade, and it reads like he’s a lot more sure of it than we’ve seen anywhere else:
The trio of young pitchers they’re talking to Baltimore about as part of the Erik Bedard package — 6-foot-9 Kam Mickolio, 6-foot-7 Tony Butler and 6-foot-5 Chris Tillman
then the complete deal:
If the deal turns out to be as speculated this past week — Bedard for Adam Jones, reliever George Sherrill and the aforementioned triplet towers of Tillman, Mickolio and Butler (to rank them by potential rather than height) — then the Orioles will have gone a long way toward replenishing their sagging talent base.
Ugh. What a crappy deal. I know we’ve discussed it to death here before, but every time it’s laid out like that it makes me want to throw up in my M’s cap. And then mail the cap to the team. Enough about that, though.
Here’s a fun game, though — who’s the executive?
One major-league executive said, “It’s a lot to give up, but the Mariners have to make that trade. So do the Orioles. With Felix and Bedard, it gives the Mariners a rotation that can compete with the Angels. And it gives the Orioles the pieces to rebuild a sorry situation.”
Let’s assume it’s not the Mariners or the Orioles. Probably not the Angels. If they’re being honest, it’s not one of the teams that knows how valuable that package is, and the M’s relative position in the league (I mean sure, it could be Beane trying to egg the M’s on, but I don’t see it). Someone who’d give Stone a quote while he’s working on the story for a Sunday edition, so probably someone he knows or who is known to be media-friendly…
Gillick? Kenny Williams?
PECOTAs are out! Wooooooooo!
I know this shows what a dork I am, but the PECOTA forecasts are out! Even if you’re not a fan of Steve Goldman and Dan Fox, subscribing to BP is worth it just for PECOTA season.
Fun stuff. Random notes:
* Bedard’s 2008 puts him at about +4 wins over a replacement pitcher, making him the 10th-most-valuable pitcher in baseball.
* Jones’s 2008 puts him at about +2 wins over a replacement player, and his comps are not qhat I’d expected: Steve Hosey, Chet Lemon, Larry Hisle, and Jack Clark
* Jones’ upside, which is a measure of his potential over the next five years, is 198. That’s the 19th-highest for hitters in all of baseball
* All of baseball
* It’s just behind BJ Upton and ahead of Curtis Granderson
* Bedard’s is 232, the 7th-highest pitcher number, and just ahead of Felix.
* Jones’ total contribution in 2008 is the highest of any Mariner hitter
Okay, I’ll stop with the Jones stuff. What else…hitters:
* PECOTA still hates Ichiro. I look forward to the annual “you know, I think this year it might be right” post.
* Clement comes off better than I thought he might
* Sexson bounces, but not too high
* Lopez’s line is ugly
* Wilkerson’s at .232/.326/.420, a big step back from Guillen’s 2007
* Vidro hits .282/.346/.373 which is even lower than I guessed at in the “Projecting the 2008 Mariners” post a week ago
* Balentien’s line as a major leaguer is bad
* Small steps back for Beltre, Johjima, Betancourt, Ibanez
* Bloomquist is mercifully left off
As a team, the current lineup looks like it drops 10 points of OBP and 20 points of SLG. Dropping the Ichiro forecast, it’s maybe 5 points of OBP and 10 points of slugging — so offensively, they drop a game in the standings.
Pitchers:
* Progress for Felix
* Little bit of regression for Putz
* HoRam is listed as “swing” and is bad
* Washburn and Batista both go badly (150 IP of worse than 2007)
* Silva’s line is uuuuuuuuugly. Really ugly. How bad? It’s about where Jeff Weaver’s 2008 projection is.
* Sherrill’s the third-best pitcher on the team at +13 runs over replacement (making him+Jones just shy of Bedard’s contribution)
Overall, with Bedard, it’s a low-walk, low-K staff with about a 4.50 ERA, and only one serious groundball pitcher in Felix (only one seems like an odd projection, I’ll have to think about that more). The pitching side improves, but on the whole it doesn’t improve much at all. 30 runs, maybe? I’d have to go crunch that one out — I can’t eyeball pitching stats the same way I can the offensive numbers. It might be less of an improvement, if you threw the defense in there to get to a runs-per-game number.
Anyway — yeah, check it out. I love PECOTA forecasts, and totally recommend them for your forecast needs. Nate does a great job, and I look forward to the more formal player cards. If nothing else, they’ve always served me well in thinking about comparable players, development paths, and giving me a point to challenge my own conception of a player. When the cards come out, even if you don’t normally read BP, it’d be worth a month’s subscription just to be able to browse those things.