[arin-ppml] ARIN-PPML Digest, Vol 49, Issue 4

[Rudi Daniel]

 Are you suggesting that this report may have relevance to IPv4 depletion? I 
get its relevance to regulatory bodies, indeed my own local NTRC should also 
be aware of it.
RudiD
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Sent: Monday, July 20, 2009 12:00 PM
Subject: ARIN-PPML Digest, Vol 49, Issue 4


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> Today's Topics:
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>   1. Spectrum and IP address reservations (Milton L Mueller)
>
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> ----------------------------------------------------------------------
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> Message: 1
> Date: Mon, 20 Jul 2009 04:38:56 -0400
> From: Milton L Mueller <mueller at syr.edu>
> To: "ARIN PPL (arin-ppml at arin.net)" <arin-ppml at arin.net>
> Cc: "address-policy-wg at ripe.net" <address-policy-wg at ripe.net>
> Subject: [arin-ppml] Spectrum and IP address reservations
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> <75822E125BCB994F8446858C4B19F0D77B233EF6 at SUEX07-MBX-04.ad.syr.edu>
> Content-Type: text/plain; charset="windows-1252"
>
> I forward information about a study conducted by NERA on spectrum 
> auctions.
> Not directly applicable to IP addresses, but has some relevance to current 
> discussions about attempts to reserve resources for new entrants vs. 
> incumbents. Bear in mind, of course, that the study was produced by Telus, 
> an incumbent operator, and discount for that; the point is that we need to 
> pay attention to the economic reasoning underlying the finding; which is 
> that policies designed to "help" competitors can have unintended 
> consequences that may encourage conslidation and higher prices.
>
> ________________________________
>
>
> Dear ITS Colleague,
>
> As you know, Industry Canada completed Canada?s advanced wireless services 
> (AWS) spectrum auction in July 2008. A recent study that NERA conducted 
> for the Canadian telecommunications company TELUS analyzed the auction, 
> and found that it may have been distorted by the insertion of incompatible 
> regulatory goals into the auction process.
>
> NERA?s analysis showed that while the auction generated higher revenues 
> than expected, the most important reason for this was due to arbitrage 
> opportunities in the auction design generated by the regulator?s decision 
> to set-aside 44 percent of the available spectrum for ?entrants? which, as 
> defined, were as all qualified bidders except the three largest incumbent 
> mobile operators. As evidenced in the UK 3G and other 3G auctions in the 
> early 2000s, the resulting inflated spectrum prices can negatively affect 
> competition as investors tend to sell their holdings when earnings 
> decrease and/or debt ratings drop. In severe cases, it can lead to market 
> exit or market consolidation, all of which has a direct effect on 
> competition.
>
> Our report urges regulators to carefully balance the costs and benefits of 
> regulatory intervention, and includes suggestions for avoiding the 
> problems in future auctions that we identified in the Canadian case. The 
> report is available for free upon request at: 
> www.nera.com<http://www.nera.com> . [snip]
>
> _______________________________
>
> Christian Dippon
> Vice President
>
> NERA
>   Economic Consulting
>
> One Front Street, Suite 2600
>
> San Francisco, CA 94111
> Tel: 1-415-291-1044, Fax: 1-415-291-1020
> Mobile: 415-810-9246
>
> Christian.Dippon at NERA.com
> www.nera.com
> www.telecomeconomics.com
> _______________________________
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