On Wed, Jul 25, 2007, Stephen Wilcox wrote:
Lack of IPv4 addresses will put the brakes on growth of the Internet which will have a major impact on revenue growth. Before long stock market analysts are going to be asking tough questions, and CEOs are suddenly going to see the IPv6 light.
What exactly will cease to grow tho? The 4 billion IPs that have always been around will continue to be. I think you overestimate the effects..
All the existing big businesses can operate with what they already have, Google and Yahoo are not going to face any sort of crisis for the foreseeable future. And as I've been saying for a while and Randy put in his presentation, supply and demand will simply cause the cost of having public IPs to go up from zero to something tiny - enough to see IPs being put back into the pool to those who really need them.
I'm not sure what your definition of "really tiny" is, but out here IPs are a dollar or two each a year from APNIC. I'm sure ARIN's IP charges aren't $0.00. Adrian