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RE: "It's the end of the world as we know it" -- REM
From: "Frank Bulk \(iname.com\)" <frnkblk () iname com>
Date: Thu, 25 Apr 2013 18:22:08 -0500

CGN "works" for eyeball networks, but not for hosting.  From the remarks at
this week's ARIN meeting, that's where ARIN has seen an uptick in requests.
So those who sell virtual machines, IPv4 addresses are critical if they want
make their offering viable in the near-term.

Frank

-----Original Message-----
From: David Conrad [mailto:drc () virtualized org] 
Sent: Wednesday, April 24, 2013 12:27 PM
To: Andrew Latham
Cc: nanog () nanog org
Subject: Re: "It's the end of the world as we know it" -- REM

On Apr 24, 2013, at 9:59 AM, Andrew Latham <lathama () gmail com> wrote:
A demand curve would show that as prices increase, there is demand for
fewer IPv4 addresses.

And the other side of the coin: where there is demand and excess supply
(e.g., allocated but unused addresses), the price increase would create an
incentive to sell off the excess (i.e., what we're seeing in the IPv4
trading markets).

Totally agree, your point is the larger issue at hand, just pointing
out and ugly issue that I witnessed recently.  Corporate networks and
ASNs totally off and not in use.  But don't worry, they will use them
if someone tries to take them away.

Or they'll sell/lease them. The prospective address consumer then can figure
out whether paying the buy/rent price for new IPv4 addresses makes sense
compared to moving to IPv6+translation or buying (more) CGN.

Regards,
-drc






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