IPV4 as a Commodity for Profit
Geoff Huston
gih at apnic.net
Sun Feb 24 00:35:10 UTC 2008
Stephen Sprunk wrote:
>
> Thus spake "Tom Vest" <tvest at eyeconomics.com>
>>> I agree, to a point. My prediction is that when the handful of
>>> mega-ISPs are unable to get the massive quantities of IPv4 addresses
>>> they need (a few dozen account for 90% of all
>>> consumption in the ARIN region)...
>>
>> I keep reading assertions like this. Is there any public, authoritative
>> evidence to support this claim?
>
> Rechecking my own post to PPML, 73 Xtra Large orgs held 79.28% of ARIN's
> address space as of May 07; my apology for a faulty memory, but it's not
> off by enough to invalidate the point.
I can phrase it another way, working solely off the published data from
the 5 RIRs (daily stats files)
Of the 13,521 IPv4 allocation transactions since 1 January 2006, some
103 transactions accounted for 42% of the total volume of IPv4 address
space allocated in this period. (i.e. an allocation event of a /12 or
greater)
24 were recorded in the APNIC report, 37 in the ARIN report(*) and 31 in
the RIPE report
>
> The statistics came from ARIN Member Services in response to an email
> inquiry. I don't believe they publish such things anywhere (other than
> what's in WHOIS), but you can verify yourself if you wish; they were
> quite willing to
> give me any stats I asked for if they had the necessary data available.
>
>> If there is, is this 90% figure a new development, or rather the product
>> of changes in ownership (e.g., MCI-VZ-UU, SBC-ATT, etc.), changes in
>> behavior (a run on the bank), some combination of the two, or something
>> else altogether?
>
> Most of the orgs in the Xtra Large class were already there before the
> mega-mergers started; after all, you only need >/14 to be Xtra Large.
> Given
> how most tend to operate in silos, they might still be separate orgs as far
> as ARIN is concerned...
>
This data regarding allocations does not reflect after-the-event
mergers. It simply looks at the size distribution in the daily stats
files as reported by the RIRs.
In ARIN's case in particular 57% of all IPv4 addresses allocated since 1
January 2006 were allocated as part of a /11 or larger, and 88% were
part of a /16 or greater. This equates to 6 transactions of a /11 (out
of 3,546 individual transactions for the same period, or fractions of a
percent. For /16 or larger there were 306 transactions out of 3,546, or
8.6%. Thats more than "a few dozen", but it does not also reflect
mergers and aquisitions post allocation.
(*The ARIN report format had to be re-processed becuase of the differing
procedure ARIN uses to update this report each day)
Geoff
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