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Re: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]

Vasilenko Eduard <vasilenko.eduard@huawei.com> Tue, 03 May 2022 08:34 UTC

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From: Vasilenko Eduard <vasilenko.eduard@huawei.com>
To: Philip Homburg <pch-v6ops-11@u-1.phicoh.com>, "v6ops@ietf.org" <v6ops@ietf.org>
CC: 6man list <ipv6@ietf.org>
Thread-Topic: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]
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Date: Tue, 03 May 2022 08:34:00 +0000
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Subject: Re: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]
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IMHO: Kevin's logic is possible.
Just 1 correction is needed: Telco typically spends 16% on networking, Enterprises spend 4% on all IT (sorry, I do not know the number for networking only)
So, the huge numbers below should be multiplied by 16% and 0.5% (?) respectively.
Numbers would stay huge anyway. Hence, I am lazy to find the exact % for Enterprise networking.
Enterprise networking (all verticals together) is comparable to Telco.
Ed/
-----Original Message-----
From: v6ops [mailto:v6ops-bounces@ietf.org] On Behalf Of Philip Homburg
Sent: Tuesday, May 3, 2022 9:54 AM
To: v6ops@ietf.org
Cc: 6man list <ipv6@ietf.org>
Subject: Re: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]

> I'm not aware of any
> tracking for IPv6 specifically as a market cap. If you're looking at 
> market capitalization, most of the companies in the DFZ are classified 
> in telecommunications for market cap. Total market cap for all global 
> publicly traded companies is 86.136 Trillion. (source:
> companiesmarketcap.com)
> 
> 2022 Telecommunications: $2.557 Trillion
> 
> 2022 Retail: 4.374 Trillion 2022 Banking: 6.986 Trillion 2022
> Healthcare: 1.376 Trillion
> 
> This is a pretty simple conclusion, we cannot afford to ignore 
> enterprises if we want to get large scale IPv6 adoption for just about 
> any industry - otherwise money that could be going to IPv6 innovation 
> as systems are refreshed will simply get used elsewhere and delay 
> adoption.

So the conclusing seems to be: we have no clue how much enterprise is spending on telecommunications, but because enterprise has a large market cap, it must be important.


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