On Sun, Mar 20, 2022 at 10:42 Martin Hannigan <[email protected]> wrote:
> > > On Fri, Mar 18, 2022 at 5:47 PM Scott Leibrand <[email protected]> > wrote: > >> >> >> On Fri, Mar 18, 2022 at 12:39 PM Mike Burns <[email protected]> wrote: >> >>> Hi Scott, >>> >>> >>> >>> I am sorry, I actually penned a long reply to your initial post but >>> never sent it. >>> >>> The limit on initial block size is the same as if you came to ARIN >>> seeking a block not for lease, but for your circuit-connected customers. To >>> wit, ARIN will require more than just your statement. >>> >>> What’s to stop a company from claiming they will be delivering service >>> to connected clients over the next two years, so they should get a >>> pre-approval? >>> >> >> They have to buy equipment and sign contracts for transit to deliver such >> service. That equipment is worth far less if re-sold, and those contracts >> cost money to terminate. >> > > Equipment can be repurposed. Contracts can provide portability of capital > or resources. Contracts can have termination for convenience options. Might > be more useful to think about cost of capital, risk and other factors that > go into IPv4 "speculating". > And heres another data point. No reputable private equity firm or source of capital (that Im aware of) has funded IP speculation. I wonder why. Doubt you can even finance them non recourse and with a big balance sheet. Mike/Tom, see anything different?
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