Re: Stateless
Firstly, DHCP is still used on ipv6 networks.
http://www.cisco.com/en/US/docs/ios/ipv6/configuration/guide/ip6-dhcp.html
Secondly, DNS is still needed to resolve names on ipv6 networks, regardless of how it gets configured in the first place (stateless or stateful dhcp mode).
"The ISP and carriers are starting to plan for IPv6. Once the address space is out, it is hard to attract new customers. So it is not a Catch-22."
Of course once the numbers are out, they'll have no choice put to stop issuing publicly addressable ipv4s, but I'm still right that an IPv4 endpoint cannot send a packet *directly* to a IPv6 one.
Despite your remarks, I don't think we actually disagree on this point, since you acknowledge the need for NAT.
"They will be using CGN and issuing new customers a private IP"
This of course comes with all the shortcomings of not being able to connect directly to people/devices behind the NAT or Proxy. People get around these shortcomings today on their own routers with port forwarding and UPNP. It is likely that ISPs are going to be reluctant to do this on their NAT routers. Therefor clients behind NAT will inevitably loose connectivity, particularly P2P (such as games, voip, bittorrent, etc).
Anyone solely on IPv6 will be at a loss until everyone else joins them. No reason to deny a catch 22 here.