[arin-ppml] IPv4 Transfer Policy Change to Keep Whois Accurate

[Larry Ash]

Hi Owen,
  Owen DeLong <owen at delong.com> wrote:
> 
> On May 19, 2011, at 4:59 PM, Matthew Kaufman wrote:
> 
>> On 5/19/2011 4:48 PM, Mike Burns wrote:
>>> 
>>> And you believe this and still think there is a danger from speculators? 
>>>When the market is at most 4 years in duration and then subject to collapse 
>>>due to IPv6?
>> 
>> 
>> That's really the best question. Who are the speculators that we're 
>>worried about who have enough cash to actually affect the price of IP 
>>address space and availability *and* who are stupid enough to do that when 
>>they know a collapse is coming soon?
>> 
> 
> Speculation for profit is not the only form of speculation I am concerned 
>about, but, even that if you corner the market at T0 and sell it all off at 
>T2
> with a 200% price increase is damaging.
> 
> The form that worries me the most, however, is if $MEGA_TELCO and 
>$MEGA_CABLECO purchase all of the available addresses as they come on
> the market, leaving nothing for their smaller less capitalized competitors 
>to use, they may be bale to forestall (and would now have a financial
> interest in doing so) their IPv6 deployments for enough years to seriously 
>damage their competitors that had no non-IPv6 alternative.

Unfortunately this may already have happened. One of my techs in a 
conversation
with a cable tech (low level so take with a little grain of salt) was told
that the cable company he worked for (changed owners recently so I'm not 
sure
who the parent currently is) and comcast have gotten so much IPV4 that there 
is
no shortage in V4 addresses and that they had no plans in converting to 
IPV6.
The current needs basis may have been too loose to accomplish the purpose it
was intended to do.

> 
> I see no reason to produce policy that enables this behavior and many 
>reasons not to.
> 
>> Also, if these speculators are really so bad, won't all the altruistic 
>>sellers (some of whom are represented in this discussion, no doubt) simply 
>>refuse to sell to them at *any* price, but have nice low prices for 
>>non-profits and other good causes that need space?
>> 
> 
> I think this presumes a number of facts not in evidence, not the least of 
>which is that one can readily determine that your purchaser is,
> in fact, such a speculator.
> 
> Owen
> 
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Larry Ash
Network Administrator
Mountain West Telephone
123 W 1st St.
Casper, WY 82601
Office 307 233-8387