Cal was a one loss team that felt it got unfairly pushed out of the Rose Bowl, maybe rightfully so considering thier only loss was a close one to USC as opposed to UT's shutout loss to Oklahoma. They were facing a mediocre TT team with a baaaad defense and came out completely flat.
Oregon was a one loss team that felt it got unfairly pushed out of the Fiesta Bowl, maybe rightfully so considering thier only loss was a close one to USC as to Notre Dame's multiple losses to MSU & USC. They were facing a mediocre Oklahoma team and came out completely flat.
Michigan is a one loss team that felt it got unfairly pushed out of the National Championship game, maybe rightfully so considering thier only loss was a close one to Ohio State as opposed to Florida's loss to a lower ranked Auburn. They are facing a weaker USC team and....well, we'll see.
They are kinda parallel. Teams that believe they deserve to be somewhere better USUALLY come out flat, but not always. USC destroyed Michigan after feeling they were robbed, Auburn handled VaTech.
Remember, I still got Michigan because I think USC has lost its flow on offense and will not regain it against Michigan's front four, but thier is a strong case to be made that Michigan could be surprised.