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For the past few decades, there's been a relatively straightforward narrative on the economics behind the IPv6 transition that goes something like this: sooner or later, IPv4 scarcity will drive costs up until they exceed those of deploying IPv6. A competitive market will then make the rational choice and transition to a more efficient mode of production and deploy IPv6. This is textbook economics, and - with the disclaimer that I'm not a trained economist - it appears to be incorrect. more
The Australian Domain Name Administration, AUDA, recently published its quarterly report for the last quarter of 2020. The report contained the interesting snippet: "The rapid digitization of our lives and economy -- necessitated by COVID-19 -- continued to underpin strong growth in .au registrations. New .au domains created in December 2020 were up 23 percent from December 2019, while total domains under management were up more than 2.1 percent over the same period." more
Time for another annual roundup from the world of IP addresses. Let's see what has changed in the past 12 months in addressing the Internet and look at how IP address allocation information can inform us of the changing nature of the network itself. Back around 1992, the IETF gazed into their crystal ball and tried to understand how the Internet was going to evolve and what demands would be placed on the addressing system as part of the "IP Next Generation" study. more
When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
Dear Chief Financial Officers of tech giants, the internet is in crisis, and you can lead your organization to help solve the problem. You'll be well compensated, and you'll enjoy massive public relations benefits. I fear that if you don't, global governments will force your hand. There is a shortage of available IPv4 addresses but we are years away (possibly a decade or more) from IPv6 viability and adoption in North America. more
We are all aware of the pollution caused by burning coal and combusting oil. The results are obvious: exhaust spewing from vehicles, factories, and power plants. Many of us don't realize we are actively contributing to the unnecessary burning of energy (natural gas and coal in the US) to power the Internet. We wag our fingers at Internet Service Providers (ISPs) and data centers, but the fact is that our own organizations are wasting electricity every single hour out of ignorance or apathy. more
In a publication released on October 2, 2020, RIPE NCC reported its first seizure of IPv4 registration rights pursuant to a Dutch court order. Pursuant to the order, RIPE NCC effectuated a transfer of the IP Addresses from the liquidating debtor to its creditor. Although these IP Addresses could not be owned, they were apparently not legacy. Thus, they conferred no "property rights" - the registration rights were deemed an enforceable right that has value and were to be utilized towards satisfaction of a judgment. more
IPv4.Global's Lee Howard will be a panelist at the Internet Governance Forum's session, "IGF 2020 WS #327 Believe it or not, the Internet Protocol is on Sale!" Preparing for this session has provided an opportunity to research how the IPv4 address market has affected the deployment of IPv6. There are a few spikes where a large number of addresses was transferred in a single transaction, most recently from APIDT.org. more
We used to think of computer networks as being constructed using two fundamental common infrastructure components: names and addresses. Every connected device had a stable protocol address to allow all other devices to initiate a communication transaction with this device by addressing a data packet to this protocol address. And every device was also associated with a name, allowing human users and human use applications to use a more convenient alias for these protocol addresses. more
How are new technologies adopted in the Internet? What drives adoption? What impedes adoption? These were the questions posed at a panel session at the recent EuroDiG workshop in June. In many ways, this is an uncomfortable question for the Internet, given the Internet's uncontrolled runaway success in its first two decades. The IPv4 Internet was deployed about as quickly as capital, expertise, and resources could be bought to bear on the problem... more
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