On 9/24/2014 10:15 AM, John Curran wrote:

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 omitted the part about speculators because I was focused on its conclusion with regard to conservation. Which I believe to be inaccurate.


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

There is nothing about ARIN policy that prevents me for entering into a contract that restricts a party from ever releasing their address space to someone else.

If we want to claim that the conclusion is accurate about conservation because we're excluding reality, then we could go ahead and make a lot of other even more interesting statements which are also not supported by reality.

Matthew Kaufman

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