This year could be the fifth year in a row where the goat isn't burned down. But early in the morning of Dec 17th, it was on fire by an arsonist who got caught a few minutes later. So Stephan Lagerholm, who had visited me earlier for some IPv6 site seeing in Gävle and I were lucky to get this photo. The traffic went down by 5% from last year, and I don't have any good explanation for that. The visitors with many hits in the logs are always from the same countries where North America and Europe are dominating. more
Something odd happened through 2021 in the market for IPv4 addresses. Across 2021 the reported market price for the transfer of IPv4 addresses has doubled, from approximately USD $27 per IPv4 individual address at the end of 2020 to around USD $55 per address in December 2021. It has taken seven years for the market price to rise from just under USD $10 to get to USD $20 per address. The next year, 2020, saw the price rise a further USD $7 per address, and then in the next 12 months, the market price doubled. more
The network operations community is cautiously heading back into a mode of in-person meetings, and the NANOG meeting at the start of November was a hybrid affair with a mix of in-person and virtual participation, both by the presenters and the attendees. I was one of the virtual mob, and these are my notes from the presentations I found to be of personal interest. I hope you might also find them to be of interest as well... The year 2021 has not been a good year for Internet outages. more
When did the Internet begin? It all gets a bit hazy after so many years, but by the early 1970s, research work in packet-switched networks was well underway, and while it wasn't running TCP at the time (the flag day when the ARPANET switched over to use TCP was not until 1 January 1983) but there was the base datagram internet protocol running in the early research ARPA network in the US. Given that this is now around 50 years ago, and given that so much has happened in the last 50 years, what does the next 50 years have in store? more
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
It's now been a decade since the world officially ran out of blocks of IP addresses. In early 2011 the Internet Assigned Numbers Authority (IANA) announced that it had allocated the last block of IPv4 addresses and warned ISPs to start using the new IPv6 addresses. But here we are a decade later and not one of my clients has converted to IPv6. 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
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