Hi list,
+1 to what David wrote.
I would say it is a buyer's market, there are more sellers than buyers.
Also demand for transfer IPv4 is not as high as demand for free pool IPv4 in
the previous years.
I believe this is due to companies being a litle more efficient internally.
And there have been some fairly large CGN deployments as well.
I see no evidence of speculation in transfers, even in RIPE after they
effectively dropped needs tests for transfers.
That last sentence should provide relief for those who have expressed this
fear and expectation.
I wouldn't call it robust yet, as there are still too few buyers.
I agree that ARIN should become a lightweight registry service for IPv4,
concentrating on our primary stewardship goal of registration and avoiding
policy which works against accurate registration in the name of conservation
which is already provided by the natural forces of a market.
This will be cheaper for ARIN, easier for everyone to understand, consonant
with property law, result in faster transfers, a more accurate registry,
less verbose NRPM, reduce corruption potential, and free us for policy
development in other areas.
Regards,
Mike
----- Original Message -----
From: "David Huberman" <david.huber...@microsoft.com>
To: "John Curran" <jcur...@arin.net>
Cc: <arin-ppml@arin.net>
Sent: Tuesday, September 23, 2014 10:45 PM
Subject: Re: [arin-ppml] Draft Policy ARIN-2014-20: Transfer Policy Slow
Start and Simplified Needs Verification
John wrote:
A transfer policy mechanism which allows receipt up to a limit based on
current holdings provides far more certainty for those who wish to plan
for the future, as they can go to market knowing precisely that limit.
What is the virtue of a limit?
It's not the prevention of speculation and hoarding. Those will always
happen outside the view of ARIN policy. Speculators and hoarders will
buy blocks on the open market and simply not engage ARIN because
there's no reason to. Contract law makes it trivial to ignore ARIN.
It's not conservation - there is no such thing as conservation in IPv4.
85% of the address space ARIN issued over the last 10 years went
to less than 20 companies. (At a significant penalty, I might add, to
the little guys and especially new entrants, who got screwed in ARIN
policy for 17 years.)
Before anyone answers this, please ensure you're knowledgeable about
the IPv4 market today. I am. I characterize it as VERY robust. Tons of
supply, with new suppliers showing up every month. Outside of China,
prices are low; it's a buyer's market. There's no speculation that I can
find, short of a one-off speculator who is a well-known fraudster. There
is certainly hoarding by the larger companies, but ARIN policy today
isn't stopping that, and no policy passed here can stop that. Think about
that last sentence carefully. ARIN policy is powerless to stop hoarding.
So how do we write policy that helps the non-big guys? By removing
artificial policy barriers that require lots of paperwork with ARIN beyond
simply, "I bought this /20 from this company, please update Whois".
ARIN's job should simply be to verify the seller is the bona fide
registrant,
and that the seller agrees to the transfer, and that the buyer signs an
RSA and pays whatever fees are necessary to cover the costs of the
transaction processing.
Let's simplify ARIN processes, make ARIN policy fit the REALITY of
network operations in a post-exhaustion world, and move on with
talking about RPKI, DNSSEC, IPv6 and other actually important things
that will shape our future.
David
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