[arin-ppml] Revised and Retitled - Draft Policy ARIN-2021-6: Permit IPv4 Leased Addresses for Purposes of Determining Utilization for Future Allocations
hannigan at gmail.com
Mon Mar 21 18:15:26 EDT 2022
On Sun, Mar 20, 2022 at 10:42 Martin Hannigan <hannigan at gmail.com> wrote:
> On Fri, Mar 18, 2022 at 5:47 PM Scott Leibrand <scottleibrand at gmail.com>
>> On Fri, Mar 18, 2022 at 12:39 PM Mike Burns <mike at iptrading.com> wrote:
>>> Hi Scott,
>>> I am sorry, I actually penned a long reply to your initial post but
>>> never sent it.
>>> The limit on initial block size is the same as if you came to ARIN
>>> seeking a block not for lease, but for your circuit-connected customers. To
>>> wit, ARIN will require more than just your statement.
>>> What’s to stop a company from claiming they will be delivering service
>>> to connected clients over the next two years, so they should get a
>> They have to buy equipment and sign contracts for transit to deliver such
>> service. That equipment is worth far less if re-sold, and those contracts
>> cost money to terminate.
> Equipment can be repurposed. Contracts can provide portability of capital
> or resources. Contracts can have termination for convenience options. Might
> be more useful to think about cost of capital, risk and other factors that
> go into IPv4 "speculating".
And heres another data point. No reputable private equity firm or source of
capital (that Im aware of) has funded IP speculation. I wonder why.
Doubt you can even finance them non recourse and with a big balance sheet.
Mike/Tom, see anything different?
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