Odd that a week or two ago, Jones + Morrow + #3 was generally considered (outside D-O-V) a little light compared to the Reds', Red Sox' and Yankees' offers.

An O's insider, with a good track record, claimed that was indeed the M's offer and that the O's were balking.  The Seattle blog-o-sphere said that made sense.  Bill Bavasi said something else:  the Morrow gossip could take a hike.  

A few weeks on, the rumored offer has been lowered to Jones + Triunfel + ?, and a strange thing has occurred:  the Seattle blog-o-sphere now considers this discounted offer to be a huge ripoff in BALTIMORE's favor.  

Say WHAT?  :- )

Don't stop there.  The Seattle 'net has suddenly decided, after weeks of even-handed discussion over the Jones + Morrow trade … that Adam Jones is worth more by himself than Erik Bedard!? 

By that logic, Jones is among the 20 or so most valuable commodities in baseball — more valuable in terms of net wins than Alex Rodriguez His Ownself, right?

Right.

Or not. 

Q.  If Dr. D were GM, would he prefer to give up Carlos Triunfel or Brandon Morrow in this trade?

A.  Ask any Ultra roto champ which one he would prefer to give up.

(1) The class-A hitter who puts visions of Miguel Cabrera in your head? … or (2) the 2nd-year MLB pitcher Philip Hughes, Scott Kazmir type who has shown outstanding talent in the majors, and who will be parachuting into the MLB rotation this coming April?

It is a no-brainer.  You'd never find a real good Ultra player who would give you Brandon Morrow, for this coming year, so that he could keep Carlos Triunfel. 

Roto isn't everything.  But I would hope that an ML manager wouldn't get embarrassed at Strat-O-Matic because unaware of the right timing for switches.  And I would hope that an ML GM (or blogger!) would not make wrong recommendations because unaware that only 25 men go onto the active roster at a time.  :- ) 

………………… 

Carlos Triunfel's upside looks like Honus Wagner's precisely because he is much farther away from the majors than Brandon Morrow.  It will take exactly one so-so year for everybody to wander away from the Triunfel-is-ARod bandwagon.   

What is remarkable is that Brandon Morrow maintains his franchise-player upside despite being so close to the goal line. 

…………………

Take no thought for the morrow; sufficient unto today is the evil thereof.  In other words, you've got enough problems just cashing in Brandon Morrow's potential, with him one yard from the goal line, without assuming you're going to be able to capitalize on a teenager who has the ball on his own 12.

.

Q.  Do you agree that you should fight to keep Triunfel out of the deal?

A.  Of course.

The Mariners should fight to give up Willie Bloomquist straight up.  :- ) If the Mariners can possibly keep Triunfel out, they will.  You think that WE know better than the MARINERS who Carlos Triunfel is?

How much does Jeff Clarke, or Jason Churchill, or Dave Cameron, know about Carlos Triunfel?  Have any of us seen him even a single time?  If we had, would we be the men to tell you what an 18-year-old projects to, at 23?

The Mariners HAVE seen Triunfel, not once but many, many times.  And they have the men, the Fontaine types, who ARE the guys to tell you what an 18-year-old projects to.

We've heard a bunch of quotes that he's special.  And we've seen him hit .288/.333/.356 at high-A, at 17.  That's cool.

………………… 

To be where ARod was, Triunfel will have to slug .588 in AAA this year, debut in the majors this September.  He'll have to slug .435 (adjusted) in the AL in 2009, and he'll have to slug .631 in the majors the year after, at 20.  You think?

To be where Junior was, Triunfel will have to slug .500 in AA this year, and be an above-average AL ballplayer NEXT YEAR, in 2009.  You think?

Triunfel's cool.  But if you're assuming he's going to be an epic pheenom like ARod or Junior, you're betting your salary on a Lotto ticket.   

Now to be fair, lots of guys took the Miguel Cabrera track — nothing amazing at 18 and 19, great minor leaguer and solid MLB at 20, star in the majors at 21.   It is reasonable to hope that Triunfel becomes a Cabrera (20%, 30% chance) but it is not yet reasonable to hope that he becomes a Junior.

……………………. 

As it relates to Carlos Triunfel, let's get this straight:  the Mariners have the intel, and bloggers do not.  You and I don't know a blinkin' thing about the kid worth talking about.  So let's slow down just a tadbit, on his being worth more than Brandon Morrow.

.

Q.  But Brandon Morrow is a cheeseball who was ruined by not pitching 12 games in the minors.

A.  Refer to the quotes you've been seeing from other baseball franchises on Brandon Morrow, the ones that say stuff like "I can't believe Bill is going to give up The Arm in a panic trade for Erik Bedard."

Ask the Seattle blog-o-sphere, and Morrow is a bum.  (Well, y'know.  We're tweaking 'em a little on this one.  But they don't expect a lot of impact from him, that I can see.)

Ask the general baseball consensus, and Morrow is (more or less) the age-21 Scott Kazmir of 2008, with about the same range of possible baseball futures that Kazmir had at age 20 or 21. 

Go with the objective crowd on this one.  That's the crowd that isn't ticked out of its mind at the Mariners over their handling of Morrow.

.

Q.  So let me get this straight.  You'd swap Carlos Triunfel into the deal to replace Brandon Morrow if you could.

A.  Yes.

I would.  If my baseball life depended on it, I'd do the surgeon-cool thing.  And that is to give up the teenager who is a longshot to be a superstar, and keep the special talent who is one week from paydirt.

And besides:  that is my shot at a Hudson-Zito-Mulder big three — Bedard, Felix, and Morrow.  Hudson & Co. made Billy Beane look very smart, for a long time.

I keep my Arm, I am one Brandon Morrow dice roll away from looking very, verrrrrrrrrrrry smart, for a long time.  You're keeping the pitcher here.

.

Q.  Okay, can you pull the sword from the anvil on this Jones > Bedard thing?

A.  The truth is, I don't read much in the Seattle blog-o-sphere any more, but after seeing it linked via SportSpot, I did study the USSM piece carefully.

I do agree with the basic idea of this statement:

What follows is my calculations of the value of Adam Jones and Erik Bedard from a win value standpoint. You don’t have to believe that this is the be-all, end-all of analysis, but if you’re serious about having an opinion on this issue that anyone should care about, you at least have to understand what win value analysis is telling you.

I wouldn't have used this "if you're serious" paradigm.  Once again, we get the charming little insinuation that USSM is serious, expert, legitimate, etc., and the Mariners are not.

But yeah, if I'm GM that is one of the fifteen reports I want on my desk — projections of Win Shares vs Win Shares in UP, MID, and DOWN projections for the minor leaguers, and the tangential "net wins against salary" report.

If the Mariners aren’t looking at this kind of information (and, let’s be honest, they’re not),

I'd be floored if Bill Bavasi wasn't getting Exec Sums on this from Olkin or any of his interns.  The Mariners don't have a single intern who likes to score points by putting stuff like this up the chain?

The Mariners don't read USSM?  Since when?

.

Q.  Start with something good to say about USSM.  

A.  Can do.  :- )

As mentioned earlier, being aware of the Net Wins figures is important.  Bill James invented Win Shares precisely for the purpose of evaluating trades like these.  You'd better believe that the Red Sox carefully review this kind of information.  (I'm not sure any ML org does not.)

USSM stated it perfectly, that you need to be aware of this comparison. 

……………….. 

And I love the first part of the following statement, which is light-comes-on AHA enlightening:

I’m all for acquiring Erik Bedard, and I’d give up practically the whole farm system to get him. But Adam Jones is the kind of player that good organizations just don’t trade.

Again, we could all do without the language like "good organizations" don't make "horrible trades" like this.  It's a gratuitous swipe about the Mariners obviously not being able to perceive simple things that average people can.  Ugh.

But the point is, USSM is clearly establishing that their argument stands or falls with the evaluation that Adam Jones "is one of the most valuable players in the game."

Not one of the best minor leaguers. 

Not one of the most exciting MLB-ready hitters. 

But, like Felix, one of the 20 (?) most valuable properties in the game — Harens and Cabreras and Ichiros all included, USSM's evaluation is that Adam Jones is one of the 20 or so most important baseball commodities alive.  That Jones is (by necessary inference) more valuable than Ichiro, more valuable than Santana (right?), more valuable than Albert Pujols.

Adam Jones, 2008 net value: $8.7 million
Erik Bedard, 2008 net value: $12.5 million

Adam Jones, 2009 net value: $14.0 million
Erik Bedard, 2009 net value: $9.0 million

Adam Jones, 2008-2013 net value: $61.0 million
Erik Bedard, 2008-2013 net value: $33.1 million (assumes 3 year, $60 million extension after ‘09)

………………

That really crystallizes it for you, so kudos to Cameron for being fair about the implications of his argument. 

If Adam Jones is that good, if he's essentially the position-player equivalent of Felix, then you bet.  There's a solid argument that Jones > Bedard, because Jones is cheap. 

But then USSM should be the very first to concede the other side of this one.  Cameron should be the first to concede that Jones could easily become a disappointment.  And that if Jones doesn't emerge as a top-20-in-baseball commodity very quickly, then you don't have to even read the rest of their argument. 

Their position turns out to be mistaken if Jones isn't a $14,000,000 ballplayer next year, 2009.

Make your own judgment as to the likelihood of that.  Then you have made your own judgment as to the validity of the Jones > Bedard argument.

*D-O-V* will cheerfully concede, too.  If I know for a fact that Adam Jones will be a $14,000,000 ballplayer in 2009, I've got to think very carefully before trading him for ANY post-arb superstar.

.

Q.  Would it be a STUPID trade if that happened, and Jones hit his best-reasonable-case scenario?

A.  No!

IF it is the case that Jones' net salary savings against market is 2x Bedard's, that is an important factor — but salary savings is not the most important factor.

In other words, even if you grant the numbers, it still doesn't mean that you don't trade Jones for Bedard.  You make the trade even if you agree with those numbers (which I honestly do not).

……………………. 

Bill Bavasi understands that his job is NOT as simple as, "most salary savings against market" wins the pennant.

Not trying to be snotty, but as far as I can tell, USSM honestly seems to believe that there is (just about) nothing more or less to GM roster decisions, than how much $ per VORP at each roster slot. 

That is too simple, and it is mistaken, in my view.  Even a couple of years of playing (winning at) roto will teach you that roster building is much, much more complicated than simply getting a $15 performance for $11 at your #5 roster slot.

.

Q.  What do Mr. Miyagi and the Tao say?  :- )

A.  Nature rule, Daniel-san.  Not mine.  Make sure you're happy with what you got, and you'll never worry much what you paid.  

.

Q.  Give us something REALLY complicated now, why don'cha.

A.  It is critical to understand that you cannot "shop" for VORP/$ at all 25 roster slots, as though it were a national NFL pool game.

If you COULD shop $$$$ at every single one of the 25 roster slots, the equation would change.  But you can't.

USSM, taking over the roster tomorrow, could go get its cherished VORP/$ bargains at roster slots 4, 9, 12, 15, and 20-25.  But the other roster slots are driven by factors other than VORP/$ — factors like how good is the lefty catcher in Tacoma.

You've got to weigh your VORP/$ savings at slot 6 against how it sets up all your other roster slots.

Is that as clear as mud?  VORP/$ shopping doesn't work, in and of itself, because the complexities of the other slots foul up your dollar-efficiency plan.

.

Q.  How do you mean?

A.  The Stars & Scrubs paradigm recognizes that you have access to 100's of players — but you have to cram these resources into 25 (count them, 25) roster slots.

You have to get into the mentality that player #33 is a ghost — he's worth zero, that year. 

True roster-building is an attempt to convert — E=MC2 convert — 100's of available non-real players into the most possible horsepower in the 25 real slots. 

Your resource pool is a huge pyramid — but your usable pyramid is just the little top section.  Baseball is a fight to get that top section as large as possible. 

……………………

You have to remember that if you keep Jones, then Wlad Balentien's value is zero.  But that if you trade him, Wlad Balentien's value goes way, way up:  he joins the top 25 and he starts hitting home runs.

It's not Bedard for Jones.  It's Bedard and Wlad for Jones.  You feel me?

It doesn't help you to say that you're giving up Jones, and that will cost you $5.00.  You have to figure the delta between Jones and the next player into the "Real 25."  What's Wlad going to be worth?  $4.20?  Then you have given up 80 cents, not $5.00.

Of course, you have to do the same with Bedard.  Bummer.  We have to deduct Horacio's value from Bedard's.  ;- )

.

Q.  OK, point taken:  it's Bedard + Wlad / Tuiasosopo / The Field vs Jones.  What else about Stars & Scrubs?

A.  The entire point of Stars & Scrubs is that you want your 18-25 slots to be fungible, at all times. 

It isn't just Wlad you're getting "for" Jones in the top 25.  It is THE BEST OF Wlad, Tuiasosopo, the Field, etc — and it is having the agility to deal for Jason Bay if you get an opportunity there.

As you pile your horsepower into the top 10 slots of your roster, your roster de-ossifies.  You can adapt to problems.  You can respond to the emergence of a Clement or a Mangini.  etc etc etc etc, ETC.

.

Q.  I'm getting punch-drunk.

A.  One last.  Does USSM's article address the issue of Game 7 in the ALCS? 

Stars & Scrubs rosters give you the big players who win big games.

MY goal is not to say that I was efficient with my money — that I won 87 games with 79 wins' worth of money.  MY goal is to beat the Boston blinkin' Red Sox in a 7-gamer.  

Then the revenue will take care of itself, kiddies.  As I compete for championships Seahawk-style, my ballclub has a soul, it has a bone-deep health to it, my customers are delighted and I can watch the sea lap gently at my feet… 

.

Q.  DO you agree with the numbers?

A.  Do I agree that it is "conservative" to assume that Adam Jones will be a $14,000,000 ballplayer in 2009?  I dunno, what's the "optimistic" assumption?

I like Jones.  For three years I argued against the blog-o-sphere that Jones was a real blue-chipper, while they were saying he was a busted draft pick, and then that he wasn't nearly ready for the majors, that he hadn't done much in Cheney, etc.

Now, I'm on the other side.  I still believe what I always did:  Adam Jones is a Grade A prospect.  Not a mortal lock to become a franchise player.

………………….

I've told you many times that K/BB is the first thing to look at on a blue-chip hitter.  (That applies if he's not Latin, because Latin players choose to hack.  Those lousy K/BB's don't reflect late reads of the pitches; they reflect aggression.) 

I remember holding an epic Jose Lopez -vs- Dallas McPherson argument with an Angels' fan, around the time that McPherson slugged .680 in AAA (but with a 95/23 eye ratio in half a season).

Dr. D will take this protest to his grave:  when a AAA ballplayer is fanning that much against AAA pitching, you cannot take his transition for granted.

Adam Jones has a lousy K/BB ratio:  106/36 last year against MINOR LEAGUE pitching. 

There is a very real possibility of Jones' disappointing.  He will probably be something less than a hitting star.  He also has a very real possibility of becoming Carlos Beltran, or something.

.

Q.  Do you like Erik Bedard's potential?

A.  Yeah.  I think Bedard has a good % chance of becoming an MLB star. 

.

Q.  Can you sum it up coherently?   You may lose some arguments, but you've never lost a typing contest.   :- /

A.  Yeah.

There is a paradigm that champions use, in roto as well as in Boston and New York and Oakland and Chicago. 

You're always standing underneath that 25-man roster, like the hero trying to push that big lady up through a vent duct.  You're always trying to cash slots 19 and 22 in, if you can do it so as to increase the value of your #5 player from $23 to $29.

You'll give up two $10 players in order to increase your #5 slot by only $6 — because you can very easily go find more $10 players later.  (You'll always trade Kelvim Escobar and two quality players for … well, for Erik Bedard.) 

………………….

Smart owners are all trying to do the same thing — everybody wants the 1 in the 1-for-3 — so the value of the 3 is always going up.  You'll take the 3, after it becomes an "overpay."  (Which, as you now understand, isn't an overpay.)

In a good league, all the trade negotiations revolve around this axis:  how much does the guy with the 3 have to overpay, and when is enough enough?  All the owners have good judgment about this 3-for-1 tipping point and all major league GM's work with an understanding of this 3-for-1 "overpay" tipping point too.

…………………..

The Mariners have Triunfel, and Jones, and Clement, and Wlad, and Tillman, and Morrow, and Ramirez, and Martinez… and they already have no place to put Clement (much less Tui and Co.) even after they deal Jones.

and they have Fontaine's June draft picks, and they have the international teenagers they're going to sign this year too. 

What the Mariners don't have, is they don't have the MLB stars they need to fight for the pennant.   Go get the franchise pitcher.  I'll get you another blue-chip rookie next year.

.

Q.  At what point IS this ballclub paying too much?  What's the reductio ad absurdum here, the point at which Dr. D would concede we're paying too much?

A.  I (and Taro, and Justin, and Mikey, and Cool Papa) could win roto pennants by paying literally 4x or 5x or 7x what an MLB superstar is worth.   If we're using guys who aren't in the top 25 anyway.

I don't know what is too much to pay for a Cy Young lefty, for this team.  But it is a LOT more than Jones & Triunfel.

A Game One SP, a heart transplant, a shot at the terrifying Big Three, a second-cousin shot at a dynasty if other dominoes fall … I don't know how many of those Slot 20-150 scrubs the #1 guy is worth.  But I suspect he's worth a lot of them.  ;- )

.

Q.  Strong finish here, babe.

A.  Bedard, Felix, and Morrow?  :- )

Let's see WHO was two steps ahead of WHO, 18 months from now.

C'mon.  You get the job done on Bedard, and you find a way to keep Morrow to go with him?  And the primary cost is, you "downgrade" from Jones to Wlad in RF?

Pull the trigger Billy,

Dr. D