<div dir="auto"><div>FYI, from one of a few on the domain investor business side who impress me as a sober, evidence-persuaded commentator, my friend Antony gave me permission to share this private note. <br><br><div class="gmail_quote"><div dir="ltr">---------- Forwarded message ---------<br>From: <strong class="gmail_sendername" dir="auto">Antony Van Couvering</strong> <span dir="ltr"><<a href="mailto:avc@avc.vc">avc@avc.vc</a>></span><br>Date: Wed, 24 Oct 2018, 7:41 pm<br>Subject: Re: [At-Large] For Sale - Entire names spaces.<br>To: Carlton Samuels <<a href="mailto:carlton.samuels@gmail.com">carlton.samuels@gmail.com</a>><br></div><br><br>
<div text="#000000" bgcolor="#FFFFFF">
<font face="Calibri">Hi Carlton, <br>
<br>
So many expectations about new gTLDs have been proven wrong --
those of both proponents and opponents -- that some of the
commitments made at launch are out of date or uneconomical or
both. Effectively you have a bunch of TLDs that no-one wants
because the applicants were so eager to appease trademark holders,
or GAC, or ICANN, or local governments, that they agreed to all
kinds of things they shouldn't have from an economic perspective.
This is particularly true of those who sought to evade competition
by filing as a community, or those who wouldn't / couldn't argue
with restrictions imposed by city governments. <br>
<br>
You can argue whether that's good or bad, but there's certainly an
economic cost to the gTLD registries who did that, both in terms
of registration volume but also in resale value. Sponsoring
organizations and governments who are getting a revenue share
might also regret having imposed conditions, but I'm not sure
there's a way out for "community" applications, because they won
based on those very restrictions. <br>
<br>
If ICANN's guidebook for the next round is as opaque as the first
one, and if the various outside committees/consultants examining
the applications are as arbitrary and weird in their results, the
same effect will occur again: applicants won't know if they're
going to pass or not, so they will restrict themselves needlessly
in order to get half a loaf instead of nothing at all. <br>
<br>
Antony<br>
</font><br>
<div class="m_-5642808787087088244moz-cite-prefix">On 10/24/2018 5:23 PM, Carlton Samuels
wrote:<br>
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<blockquote type="cite">
<div dir="ltr">
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">Hi
Anthony:</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">I share
your view on this. My line was really a teaser to hopefully
bring out contrary opinions I've heard. </div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large"><br>
</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">A few of
our brethren have argued that if the original conditionals
were elements for the reduced valuation then maybe the full
value could not be realized without shedding them. </div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large"><br>
</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">Cheers,</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">-Carlton </div>
<div>
<div dir="ltr" class="m_-5642808787087088244gmail_signature" data-smartmail="gmail_signature">
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<div><br>
==============================<br>
<i><font face="comic sans ms, sans-serif">Carlton A
Samuels</font></i><br>
<font face="comic sans ms, sans-serif"><i>Mobile:
876-818-1799<br>
<font color="#33CC00">Strategy, Process,
Governance, Assessment & Turnaround</font></i></font><br>
=============================</div>
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<div class="gmail_quote">
<div dir="ltr">On Wed, Oct 24, 2018 at 1:12 PM Antony Van
Couvering <<a href="mailto:avc@avc.vc" target="_blank" rel="noreferrer">avc@avc.vc</a>> wrote:<br>
</div>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div text="#000000" bgcolor="#FFFFFF"> <font face="Calibri">Hi
Carlton, <br>
<br>
I'm pretty certain that the buyer would have to embrace
all of the commitments. Otherwise, It would be pretty easy
to evade restrictions, particularly those of "community"
TLDs that restrict the sale or use of second-level names.
If that were allowed, you could simply sell it to another
party (that you happened to control) to escape the
original commitments. In my experience ICANN is very
punctilious when it comes to registry commitments<br>
<br>
One proof of this is that TLDs are valued at a lower (or
higher) price depending on what their commitments are,
because prospective buyers don't want a TLD that has
restrictions that don't fit their business model or
vision. <br>
<br>
Antony</font><br>
<br>
<div class="m_-5642808787087088244m_5657418825138371630moz-cite-prefix">On
10/24/2018 10:48 AM, Carlton Samuels wrote:<br>
</div>
<blockquote type="cite">
<div dir="ltr">
<div dir="ltr">
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">What
would be interesting is if conveyancing embraces
every and all of the original commitments.</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large"><br>
</div>
<div class="gmail_default"><font size="4" face="tahoma,
sans-serif"><a href="https://domainnamewire.com/2018/10/24/we-buy-tlds/" target="_blank" rel="noreferrer">https://domainnamewire.com/2018/10/24/we-buy-tlds/</a></font><br>
</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large"><br>
</div>
<div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:large">CAS</div>
<div>
<div dir="ltr" class="m_-5642808787087088244m_5657418825138371630gmail_signature">
<div dir="ltr">
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<div dir="ltr">
<div><br>
==============================<br>
<i><font face="comic sans ms, sans-serif">Carlton
A Samuels</font></i><br>
<font face="comic sans ms, sans-serif"><i>Mobile:
876-818-1799<br>
<font color="#33CC00">Strategy,
Process, Governance, Assessment
& Turnaround</font></i></font><br>
=============================</div>
</div>
</div>
</div>
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