I'm sure people in 3rd world countries (which are most of the 'users' you are referring to as there is a 'baby boom' among them) are waking up everyday and saying, "Hey, let me go buy a computer, get a satellite internet connection and get online to start ecommerce. It only makes sense. This is my ticket out of here." ... "Wait. I don't have power."
But hey, if they have dial up and like she said, assigned a IPv4 address, all they need to do is setup a free *nix installation with Apache and hand out numbers, instead of domain names, if they really want to cut costs... bother.
Your assumption is that all the sudden the world economy will flip and these new babies won't drain it, but add to it. It's fundamentally flawed. Of course katherine knows domaining. I just don't think you realize what economics are.
I didn't talk about the IP space i specifically said it's good news for the maturing domain industry. Maybe you also missed what google and facebook are planning with bringing internet to the rest of the world.
Also i didn't say anything about "sudden" or "flipping", start learning to read before replying instead of polluting the thread with bullshit.