[arin-ppml] Q1 - ARIN address transfer policy

[Randy Bush]

>> Bringing currently unannounced space back into use definitely creates
>> more entries, but currently blocks don't fragment from speculators trying
>> to maximize value by breaking up blocks, nor to do they deaggregate due
>> to constraints from the current transfer policy. 
> 
> no, they degenerate *irrespective* of them.  get over the fantasy; arin
> no longer plays any significant role in keeping fragmentation down.
> look at the routing table, not this list.  you don't need a weatherman
> to know which way the wind blows.

and what ipv4 free-pool run-out will do is cause ever increasing nat
deployment, with v4 fronting the nats (whether they are v4 nats or
nat-pt).  these will be in front of almost all multi-homed sites, an
ever increasing number.  this will happen, again, irrespective of
whether the space is exchanged on an open market or controlled by a
trade association of market incumbents.  it's just business.

randy