Ran into him again today. He thinks that Hoke is a goner, because they'll lose to Michigan State (and he thinks the Ohio State game is 50/50 right now). The only way he saves his job is to beat both of them or win won and keep one really close. Michigan thrives by recruiting well out of Michigan and Ohio, and right now if it can't steal the recruits from Ohio State and Michigan State, they're in major trouble.
He now predicts 4 potential losses, 3 on the road to the rivals (ND, OSU, MSU) and Utah.
He also now thinks that the B1G gets left out after the Wisconsin, Ohio State, Michigan State, and Michigan losses all to OOC opponents. That 0-4 mark will be brought up later in the season as a reason to exclude the B1G over the Big 12.