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<p>Hiya Matthew,</p>
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<p>Thanks for the reply. I want to respond to one item in your post:</p>
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<p>> I suspect the challenge here is that not everyone<br>
> is in agreement about what constitutes a<br>
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<div>> "bona fide" transfer, as opposed to a land<br>
> grab. If we look at land allocations in california<br>
> as any indication, humans will warp and twist<br>
> any well-intentioned plan for their own greed<br>
> and profits.<br>
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<div class="gmail_extra" dir="ltr">If you talk to brokers and look at publicly-available</div>
<div class="gmail_extra" dir="ltr">data, it shows that the telcos and cablecos and large</div>
<div class="gmail_extra" dir="ltr">content providers have already scooped up (or are
</div>
<div class="gmail_extra" dir="ltr">in the process of scooping up) the space they need</div>
<div class="gmail_extra" dir="ltr">for the forseeable future (presumably enough to</div>
<div class="gmail_extra" dir="ltr">tie them over until dual-stacking is sufficient).</div>
<div class="gmail_extra" dir="ltr"><br>
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<div class="gmail_extra" dir="ltr">Amazon has been transferring blocks of a million</div>
<div class="gmail_extra" dir="ltr">IPs into their name from Merck for a few years now,</div>
<div class="gmail_extra" dir="ltr">according to transfer stats and Whois.</div>
<div class="gmail_extra" dir="ltr"><br>
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<div class="gmail_extra" dir="ltr">Google has secured an exclusive option for more than</div>
<div class="gmail_extra" dir="ltr">a /8 worth of space already.</div>
<div class="gmail_extra" dir="ltr"><br>
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<div class="gmail_extra" dir="ltr">Large blocks have disappeared off the market in China</div>
<div class="gmail_extra" dir="ltr">faster than you can lookup the Chinese welcoming phrase</div>
<div class="gmail_extra" dir="ltr">for "Hi". [If anyone has an in on non-fraudulent space in</div>
<div class="gmail_extra" dir="ltr">China for sale, please hit me up!] </div>
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<div class="gmail_extra" dir="ltr">From my point of view - and the point of view of my</div>
<div class="gmail_extra" dir="ltr">executives - this isn't a land grab. It's for-profit
</div>
<div class="gmail_extra" dir="ltr">corporations doing what's necessary to survive the</div>
<div class="gmail_extra" dir="ltr">current landscape while, as one PPML poster eloquently</div>
<div class="gmail_extra" dir="ltr">put it, fulfilling their fiduciary duty to their shareholders</div>
<div class="gmail_extra" dir="ltr">to ensure continuity of operations. It makes business sense</div>
<div class="gmail_extra" dir="ltr">to these companies to buy or tie-up this space.</div>
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<div class="gmail_extra" dir="ltr">And my point is not so much to argue about whether these</div>
<div class="gmail_extra" dir="ltr">are morally right or not, but to say that the big guys are already</div>
<div class="gmail_extra" dir="ltr">engaged in the market fully. ARIN policy needs, in my opinion,</div>
<div class="gmail_extra" dir="ltr">to look out for everyone else to ensure equitability. It isn't fair,</div>
<div class="gmail_extra" dir="ltr">in my world view, if Google can buy space willy-nilly without
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<div class="gmail_extra" dir="ltr">consequence, but Matthew and Dave's Tire Shop can't buy a
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<div class="gmail_extra" dir="ltr">/22 for their 1,000 devices which need front-end space without</div>
<div class="gmail_extra" dir="ltr">going through multiple rounds of transfers and purchases and</div>
<div class="gmail_extra" dir="ltr">what-have-you under ARIN policy.</div>
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<div class="gmail_extra" dir="ltr">Just my opinion,</div>
<div dir="ltr">David </div>
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