"The death of IPv4 has not really killed the Internet. In fact, far from it, we've managed to make an industry around it. We've already created a business around where we are, not where we want to be. Skype is not a charity and it works in all of this muck. If it couldn't work, complain to me, but as long as it works, I don't see the problem."
"Anyone that is a clever economic unit will buy and sell. Anyone with class B addresses will figure out that if they band up behind a NAT, they can sell off all spare addresses. So scarcity is just a pricing function and there will be a market in address compression."
So now APNIC gets 3 out of the last 7
Expect the net to become nice big clusterfuck of CGN and other "solutions" in the next few years before everyone finally gives up and migrates to IPv6... assuming the transition actually happens and we don't kiss end-to-end goodbye forever.