And I'd like to follow-up my own post with a "my fault"/"I'm sorry" for 
directly calling out Owen in my email.   Owen is doing what so many others 
aren't: he's actively participating.  He and I are on opposite sides here, so 
it sometimes feel antagonistic when it isn't.  Sorry, Owen, for calling you out 
by name.  That was wrong of me.

David R Huberman
Microsoft Corporation
Senior IT/OPS Program Manager (GFS)

-----Original Message-----
From: [email protected] [mailto:[email protected]] On Behalf 
Of David Huberman
Sent: Wednesday, June 4, 2014 5:21 PM
To: [email protected]; [email protected]
Subject: Re: [arin-ppml] About needs basis in 8.3 transfers

We're going to be a cross-roads very soon.  ARIN is going to exhaust, and 
network operators will be unable to obtain additional IPv4 address blocks from 
ARIN.  At that point, the most obvious solution for IPv4 needs will be the 
market.  Proper stewardship of the ARIN function demands that ARIN policy 
adjust to what happens in the market.  It's not the other way around, if only 
because that's not how markets work.

The ARIN CEO, ARIN's General Counsel, the Harvard economist ARIN pays, 
professors who study markets, brokers who operate in the market, and buyers and 
sellers who buy and sell in the market have all told the ARIN community the 
same story for around 5 years now: the market is going to act as a market, and 
ARIN policy needs to be ready for it; ARIN policy needs to make sense with the 
dynamics of the market.

It's hard to know how to argue with operators like Owen and the Google folks 
who all say the opposite; that ARIN policy should stick to the same ideals as 
1995 (important ideals for a very long time!) and not adjust.  I fear the 
results of this kind of ostracism :(

David R Huberman
Microsoft Corporation
Senior IT/OPS Program Manager (GFS)
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