On Sep 24, 2014, at 12:42 PM, Matthew Kaufman <[email protected]> wrote:

> Interesting document.
> 
> I do disagree with the conclusion for "encouraging transition" in some cases. 
> For instance, should a wealthy network buy up all IPv4 in order to avoid 
> transition, doesn't that scarcity force every other network to transition to 
> IPv6 more quickly?

Impossible to know - it is equally possible to cause parties to avoid 
IPv6 on the assumption that such large networks are not migrating...

> I also note that it only weakly touches on the idea of future sales 
> contracts, though we have some anecdotal evidence that this is exactly what 
> "wealthy network operators" are doing right now.

Future sales contracts are not a mechanism that would occur in policy, 
so they are not directly addressed by the paper.  

> Both "conservation" and "excluding speculators" are modified significantly in 
> their meaning if we have big players locking up exclusive access to /8s via 
> these kinds of contracts. For instance, under "Maintain needs assessment as 
> is" the conclusion is (incorrectly) "Conservation: ... This keeps addresses 
> available for others. Wealth alone is not sufficient to claim addresses."

You omitted the paragraph which follows - 

".. As in all approaches evaluated in this document, speculators can enter into 
forward contracts in order to capture the economic substance of a transaction 
without formal recognition by ARIN."

i.e. the conclusion is accurate but the result (as acknowledged 
in the paper) limited to the extent that ARIN policy is followed.

FYI,
/John

John Curran
President and CEO
ARIN



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