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Conventional wisdom would say Lincecum needs to just keep logging innings so he can make his pitches and get his confidence up. But the story of 2012 is that Lincecum rarely ever gets a chance to get started.
Hitters are getting to Lincecum early in the count. Opposing batters are first-pitch hacking against the Freak, and they're not letting him get much in the way of leverage.
0-0 Count: 11 Hits in 39 AB (.282 AVG)
0-1 Count: 3 HR, 13 RBI, 14 Hits in 35 AB (.400 AVG)
1-0 Count: 12 Hits in 27 AB (.444 AVG) 2 HR, 5 RBI
1-1 Count: 13 Hits in 30 AB (.433 AVG)
What this could be is a mix of control, predictability and confidence issues for Lincecum. In some instances, he's not locating his pitches like he wants, and hitters are feasting on mistakes over the middle of the plate. When he does make his pitch and they hit it, it's most likely because the hitter was sitting on a specific pitch.
Part of that predictability problem relates to his low confidence level. If Lincecum doesn't have confidence that he can throw an effective changeup with control, or add good snap to his curveball in a certain count, he might throw a fastball instead because he feels most comfortable with that pitch. Unfortunately for him, that could be the pitch the hitter is looking for.
In addition, the general rule of thumb for pitchers is it's important to get strike one to start the at-bat. This is because pitchers want to get ahead in the count to gain control and put the pressure on the hitter.
For Lincecum, he's still getting roughed up even when he gets ahead early. The most important pitch for Lincecum appears to be strike two. If he gets that, he's nearly unhittable:
0-2 Count: .120 AVG
1-2 Count: .192 AVG
2-2 Count: .077 AVG
3-2 Count: .174 AVG