[arin-ppml] ARIN-prop-151 Limiting Needs Requirements for IPv4 Transfers

Owen DeLong owen at delong.com
Tue May 24 22:46:39 EDT 2011

On May 24, 2011, at 5:25 PM, Mike Burns wrote:

> Hi Kevin,
> But the big boys are limited to a /12 each.

Uh, no, they're limited to a /12 per organization they create.

> There's like 1000 times that much space allocated but unrouted.

Unallocated != inefficiently used. I know you don't like hearing that, but, it remains a fact.

> And if you are planning on buying addresses to keep your competitor from getting them, by definition you need to be at the end of the current pool of available addresses, and certain that no more will enter the pool.

Or willing to continue buying as they continue to come on the market.

> And when that happens, the price of addresses will go up, and more will enter the pool.

And the big boys will buy them, too. I'm not sure why you can't see this.

> OK, I should not have engaged in an analogy, I must have been hungry.



> Regards,
> Mike
> Snippage to a single point...
>> OK, my assertion is that holding other conditions constant, raising
>> the price of a commodity leads to more efficient use of it.
>> Like, I figure that there is less left uneaten on the plate at Ruth's
>> Chris than there is at Sizzlers, in general, because people don't
>> like to waste expensive things.
>> (There must have been some psychological test run at some point to
>> test my hypothesis, I will see if I can find one.)
>> (And I suppose the taste of a Ruth's Chris steak is not constant with
>> the taste of a Sizzlers steak.)
> I will argue that there is probably more waste at Ruth's Chris than there is at Sizzler, because the patrons at Ruth's have more money than they know what to do with and they are not concerned about waste.
> It is the poor folks at Sizzler who have saved up for a month to go out and have a half inch steak that are more likely to lick the plates clean and eat the potato skins.
> The rich folks will leave stuff on the plate to save room for that $16 chocolate sin cake and a $40 cognac.
> The same is what I think will happen with a non-needs based market.  The big boys with huge budgets because of scale will have no problem with snapping up a few million dollars worth of netblocks and warehousing them because the netblocks are now a non-depreciating capital asset and buying them will not affect the bottom line on the balance sheet.  The big boys will do this in part to make sure that nobody else can use them.  In a non-needs based market IP's are a speculative investment, whether or not you actually use them.
> Another risk is that as in the game of Monopoly, the act of depriving your competitor from access to an asset can be more important even than owning the asset.  It could well be worth a few million to deprive a competitor from resources they need to succeed.
> Kevin
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