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class=Apple-style-span><FONT size=2 face=Arial>Hi Owen, replies in
bold.</FONT></DIV>
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<DIV><FONT size=2 face=Arial>I'm top-posting because it's too hard to keep
this readable with the black vertical lines on the left side.</FONT></DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial>I guess we can let Geoff Huston speak for
himself:</FONT></DIV>
<DIV><FONT size=2 face=Arial><A
href="http://www.potaroo.net/ispcol/2008-11/transfers.html">http://www.potaroo.net/ispcol/2008-11/transfers.html</A></FONT></DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV></DIV></SPAN></BLOCKQUOTE>Look
at the ARIN policy proposals listed in that document and you will see that it
was</DIV>
<DIV>written WAY before anything was actually enacted. It does not even
reference the policy</DIV>
<DIV>that ARIN adopted (2009-1) though 2008-6 was admittedly somewhat close to
2009-1.</DIV>
<DIV> </DIV>
<DIV><FONT size=2 face=Arial><STRONG>Yeah, it's old, but it's almost
completely germane to the discussions we've been having
here.</STRONG></FONT></DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
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<DIV><FONT size=2 face=Arial>As to Microsoft planning leading them to
purchasing the same exact need as ARIN's particular application of its
policies at the time of the transaction?</FONT></DIV>
<DIV><FONT size=2 face=Arial>Please.</FONT></DIV>
<DIV><FONT size=2 face=Arial>Remember that Microsoft was an arms-length
negotiator who was solicited by the address broker in the deal along with 80
other companies.</FONT></DIV></DIV></SPAN></BLOCKQUOTE>
<DIV><BR></DIV>So what? I have no reason to believe that Micr0$0ft would have
agreed to purchase addresses that they did not need.</DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial><STRONG>But don't you think it unlikely that
Microsoft actually went shopping for a particular number of addresses in a
market which didn't exist prior to their purchase, found the first such seller
in history, bid on the full lot of addresses the seller was offering,
won the bidding, negotiated a contract, and only then ARIN came in and found
that the number of addresses in the pool was the exact amount Microsoft would
have qualified for, in a single aggregate? If you think that is
unlikely, then the odds of a similar deal being transacted wherein that exact
match did not occur have to be recognized as non-zero, and the potential for
the transaction to take place without notifying ARIN is non-zero. There are
not a whole lot of deals in the public domain that we can point to, but we can
infer from the fact that old mergers and acquisitions are being processed now
under 8.2 that in fact, the whois data for those netblocks has been incorrect
up to now. So we have some evidence that whois is inaccurate and that
presumably did not affect the routability of those addresses. I have argued
that the uptick in 8.2 transfer requests is in response to natural market
forces at work. Prices go up and owners of address block control take steps to
ensure accurate registration. Other natural forces will work to move addresses
from underutilization to efficient use, and the needs requirement is not
necessary to drive that, any more than it is needed to drive
registration.</STRONG></FONT></DIV>
<DIV><FONT size=2 face=Arial><STRONG></STRONG></FONT> </DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial></FONT><FONT size=2 face=Arial></FONT><BR>
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<DIV><FONT size=2 face=Arial>So Microsoft's planning was so excellent that
they could find the exact amount of addresses they needed in the form of the
very first public sale of legacy addresses ever recorded?</FONT></DIV>
<DIV><FONT size=2 face=Arial>That's believable!</FONT></DIV>
<DIV><FONT size=2 face=Arial>And their excellent planning staff, whose
decision so exactly matched ARIN's ex-post-facto analysis, failed to inform
management that they could save $7.5 million by getting them directly from
ARIN?</FONT></DIV></DIV></SPAN></BLOCKQUOTE>
<DIV><BR></DIV>I suspect that Micr0$0ft saw some expected benefit from being
able to keep the exact numbers somewhat secret and</DIV>
<DIV>having an LRSA instead of an RSA. Apparently they were willing to pay
$7.5 million for it. Of course, another possibility</DIV>
<DIV>is that they didn't actually pay $7.5M, but, rather forgave $7.5M in debt
owed by Nortel as part of the bankruptcy.</DIV>
<DIV> </DIV>
<DIV><FONT size=2 face=Arial><STRONG>Microsoft could have kept the numbers
secret by going straight to ARIN under NDA to get an allocation, like anybody
else. And Microsoft negotiated the deal without an RSA of any kind. It was
only after ARIN became notified of the deal that the negotiation between
ARIN and Microsoft began, and besides, by doing the deal with a
bankruptcy court, Microsoft would have known that the deal would be made
public, making it *less* private than going right to
ARIN.</STRONG></FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial></FONT><BR>
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<DIV><FONT size=2 face=Arial><FONT size=3 face="Times New Roman"> "I
suppose since I favor a faster migration to IPv6, I should probably
support<SPAN class=Apple-converted-space> </SPAN></FONT>the greater
disruption to IPv4 brought about by your policy, but, in the interests of
the community, I just can't bring myself to do so."</FONT></DIV>
<DIV><FONT size=2 face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial>lol. Sounds like you're shirking your longterm
stewardship duties there.</FONT></DIV></DIV></SPAN></BLOCKQUOTE>
<DIV><BR></DIV>No, I believe that my stewardship duties are to work to manage
the address space in the least disruptive manner</DIV>
<DIV>most beneficial to the community at large. My personal opinion in favor
of faster IPv6 migration is not particularly</DIV>
<DIV>relevant to my stewardship duties. As such, I just can't bring myself to
shirk my stewardship duties as you request.</DIV>
<DIV><BR></DIV>
<DIV>Owen</DIV>
<DIV><STRONG><FONT size=2 face=Arial></FONT></STRONG><FONT size=2
face=Arial></FONT> </DIV>
<DIV><FONT size=2 face=Arial><STRONG>Regards,</STRONG></FONT></DIV>
<DIV><FONT size=2 face=Arial><STRONG></STRONG></FONT> </DIV>
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class=Apple-style-span><FONT size=2
face=Arial><STRONG>Mike</STRONG></FONT></DIV>
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