JRsec
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RE: What If SEC and Big 10 Decides Not To Add FSU Because of Their Actions?
(01-02-2024 03:02 PM)Big 12 fan too Wrote: (01-02-2024 02:29 PM)JRsec Wrote: (01-02-2024 01:33 PM)orangefan Wrote: (12-31-2023 08:39 PM)JRsec Wrote: (12-31-2023 08:34 PM)Blust3 Wrote: I think all FSU actions are under instructions of B1G. B1G told to sue ACC. There is a good chance the exit fee will be lowered so B1G will pay less. There should be already a deal under the table between FSU and B1G.
Doubt it. That's collusion. The Big 10 will play it the same way as the SEC, no contact until they are free. If anything came out that there was any hint of a deal offered prior to their exit your biscuits would be in the fire. And they aren't light and fluffy like southern biscuits. They would create a lot of smoke and smell.
I agree that it is extremely unlikely that the B1G in any way encourage this. On the other hand, it would surprise me if FSU had not put out feelers and gotten positive feedback from representatives of members of either the B1G or the SEC that their application would be greeted favorably. To go the nuclear route with the ACC without some assurance of strong interest from either the SEC or B1G would be foolhardy.
How the events unfold will strongly indicate, but not prove, in which direction the "encouragement" existed. I would not be surprised if the encouragement is a "Phantom Menace" arrangement, as strange as this may sound, between FSU and ESPN, in which case the SEC could be a silent partner. FOX would be taking a huge risk as they can't control discovery or the narrative. The Big 10 would be pursuing brand that would add value, but one outside of their norms and that too would have FOX written all over it as their presidents are much more consistent. Much has been made of Oregon being taken over Stanford, but Oregon makes money and is currently AAU. FSU is not. Is not located in a region of Florida which has a goodly number of Big 10 alums, and is not easy to get to. Miami checks all of those boxes and is AAU.
If FOX and ESPN are trying to create larger Super Conferences (and this is not proven but recent moves seem to indicate that they are) then a spat between ESPN and FSU over the direction of the ACC serves both ESPN's possible motives as well as FSU's and acting openly hostile is nice kabuki theater. FOX picks up Miami, the SEC (ESPN) FSU, possibly Clemson and suddenly the ACC has lost 1/3rd of its commercial value. The PAC 12 part II transpires.
The Big 12 is used to cover everyone financially so that no actual damages might be claimed, and the 2 Super Conferences emerge (FOX/ESPN proxies).
Conferences don't think this way. 14 presidents voting with a vision for who they are don't think like a black ops team. Corporations do, and they do it all the time. I seriously doubt that the Big 10 and SEC do anything but offer guidelines for what their presidents will and won't approve. I'm also suspect that FOX told the Big 10 to take Oregon and Washington before ESPN realized that taking those 2 and Cal and Stanford were better west coast leverage than snatching two schools from L.A. The prize out west was who would be the first to attach 2 California schools to Oregon and Washington. You see what happened to the rest of the PAC 12. Big 12 and Mountain West bound.
The SEC had no West coast aspirations. It had to be the ACC which ESPN would use, but they were late on Oregon and Washington. Now they have Cal and Stanford on the cheap and the ACCN picks up California and Texas thanks to SMU. Washington and Oregon paired with USC and UCLA represent 4 of the top 5 brands value wise in the PAC 12. USC and UCLA are delivering a great market but as product weren't as valuable as Oregon and UW. Stanford with Oregon and Washington would have been a coup for the ACC. And yes, I know it's weird to even think that way, but penetration of the West Coast market in an efficient manner would have been attained.
Imo that’s similar to what I’m betting is occurring.
There is little incentive for ESPN or SEC to take on the liability of driving this (enticing the weakest link, FSU) given the primary reason for action is blocking Fox/BIG. This is mostly defensive for ESPN/SEC imo.
ESPN, ACC, Fox etc all don’t want discovery. They don’t want the future depending on favorable ruling
But free agency of ACC is also to be avoided if ESPN, whether that’s from expiration of GoR, litigation, or from ESPN declining its option.
That all leads to settlement imo. FSU allowed to leave, in which its settlement goes to those left behind, then ESPN either canceling the contract if it gets a sufficient arrangement on other schools, or exercising the option if more departures are unfavorable.
I do think there’s a risk that if BIG grabs two of the top ACC brands, it leads to more, and potentially at low cost of FSU it victorious in court. And if multiple of top ACC brands leave, is espn making money when exercising its option?
Settle out FSU and Clemson and the SEC is not in jeopardy of losing control in Florida or Georgia or South Carolina, and Kentucky, Tennessee, Alabama, Mississippi, Arkansas, Louisiana, and Missouri are firmly in their hands with Texas and Oklahoma about to be. What's the worst that could happen to the SEC and ESPN at that point? They lose Duke, Miami, North Carolina and Virginia, and possibly Georgia Tech to the Big 10. That's the worst that can happen. If it did is the SEC locked out of North Carolina and Virginia? No. Virginia is split by taking Virginia Tech and N.C. State becomes "the" football brand in the state after joining the SEC. Kansas is still available to the West and by taking them the SEC would have the 1st and 2nd winningest programs of all time in college hoops. Again, this is the worst that can happen.
North Carolina has twice felt imperiled, and both times reached out to the SEC. I should think that ESPN's top priority is in securing its super majority among Florida's college sports viewership. That means FSU. It is their most efficient pathway to that end. North Carolina comes to the SEC with a partner if that partner is Duke the SEC is landing Virginia as well. If that partner is N.C. State and Duke heads north then likely UVa does as well and Virginia Tech heads to the SEC.
Once you've covered the top 2 football brands for the SEC and the top Basketball brand, possibly both, and landed a Virginia school, what's left to get?
This is the impetus behind FSU's boldness. They can be that bold if they secretly believe the rights holder is with them. ESPN can't just say "We support FSU's departure from the ACC." But their legal team can point FSU's legal team in the right direction. FSU can turn it into such a public stink that the ACC wants to negotiate it away and when they do 3 schools leave. Do they all go to the SEC or do two leave for the SEC (those that FOX can't really aske because they don't fit Big 10 standards) and Miami to head North (if everyone profits none dare call it treason). If it is Miami that heads north and North Carolina waits, then the rest happens with relatively little dissension. If North Carolina heads to the SEC with N.C. State and Duke is the Big 10's entry to North Carolina then there's no rancor, especially if Virginia tosses in with Duke and the SEC lands Virginia Tech. What happens after that doesn't really matter. FOX and ESPN cover the remainder in the Big 12. Only those added to the Big 10 and SEC cost them more.
And all it takes is one settlement to establish a precedent. Think 250 to 280 million including exit fees and it will take off from there. The moves would cost FOX and allies 240 million for 6 schools. They would cost ESPN 280 million for 8. The shutdown of the ACCN would save ESPN about 100 million a year. Keeping most of the same states in the SECN would earn them another portion of the expense back. ESPN would save 10 million per ACC school moved to the B12 and the damages and exit fees totaling 280 million for each school departing for the SEC and Big 10 would save them 10 million for each headed to the Big 12 and nearly 40 million for each headed to the Big 10. It's a revenue neutral or better move for ESPN and one in which only the schools headed to the Big 10 would they lose rights to. Those in the Big 12 they can still access.
The consolidation and playoff profits, coupled with neutral or better costs for the consolidation are the network's motive. If FOX and the Big 10 gets some of what they want and the SEC gets what it desires, and if every school keeps access and nobody loses money in the venture for the remainder of the contracted ACC period, where is the opposition to be found? And that is why I have to consider why ESPN and FSU could actually be working together.
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