[arin-ppml] quantitative study of IPv4 address market

[Milton L Mueller]

From: arin-ppml-bounces at arin.net [mailto:arin-ppml-bounces at arin.net] On Behalf Of John Curran

To be clear, Microsoft met the same needs-based criteria as any other
transfer recipient and the resources they hold are subject to number
resource policies in the region.

[Milton L Mueller] John, you probably read an earlier version of the study which did not include our analysis of the use of the number blocks purchased by MSFT. (We wanted to verify certain methodological aspects of that before publishing it.)

We found that since acquiring the addresses, which is now more than a year ago, MSFT has actually _reduced_ the number of blocks being routed. They have only put into service a few /24s and /22s I think, and have actually withdrawn from use a couple of /16s.

Now, I cannot assert that ARIN did not do a needs assessment. Only ARIN staff can verify or refute that. I can, however, assert with confidence that a 1-year time horizon was used at that time (according to your policy in place), and that the entity who claimed need based on that timeline is not, after more than one year, using the vast majority of the addresses; indeed, fewer addresses from the Nortel block are being routed after the transaction than before. Therefore, there are legitimate questions to be raised about what "needs assessment" actually consists of.

[Milton L Mueller] The significance of this fact increases when, as you can see from the comments on our blog, there are complaints that many transactions of entities less powerful than MSFT have been killed by the needs assessment process.
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