Hi Lux,
Were you THINKING of me when you put THINK, in caps?
( I am only joking

)
I do have a great deal invested in Mobi for an investor my size, about 35-40k on around 400 names. The landrush was very good to me.
I intend to work to promote the mobile internet industry including dot mobi to help make my investments in Mobi stronger. I will make no effort to hide the fact that I hope the tld is successful.
I am planning to spend a great deal on the development of Mobi as well if all goes well with my finances.
There are a few reasons why I am going to be very focused on development with this tld.
1. The Mobi registrar requires a focus on development and industry compatability and compliance.
2. I am at a point in my investing where I can access funds to do some development. (I can't design or code for the life of me lol )
3. I really believe in dot Mobi and the emerging mobile internet market. People will utilize this format as the price of surfing on mobile drops and the availability of quality content improves.
4. I aquired many nice keyword domains and I think the best way to monetize them is with having great content and development.
I don't think it is hype to look at metrics like those for flowers.mobi to try and explain a sale of that magnitude so early in the tlds existance.
Sure there will be names bought and sold for prices that may seem unrealistic. It happens with all extensions.
Sometimes the buyer is just inexperienced and overpays.
And sometimes the person buying has just done a great deal of research so the sale does not make sense to onlookers who don't have access to the same information.
I understand that there is a lot of excitement and pure hype surrounding MOBI. Like other extensions there will be a lot of domains that probably shouldn't have been registered as people want to make money and try to rush and buy anything that is available. Many of us myself included have done it at some point in our career.
Hindsite is 20/20 and experience helps you make better investments
I invested fairly heavy in dot biz.
(Not until the first round of drops. I was flat broke and bitter when it first came out.)
I heard many remarks that were similar but not identical to some of the arguments presented here. Many were well founded and hold true today for the overall state of dot biz today.
So be careful MOBI lovers not to dismiss all cautionary and adverse remarks in your zeal to see success for Mobi. There is a grey area in any debate where both sides have valid points.
The biggest things to remember is success takes work and patience. Also, not all keywords are created equally. What makes one name a super premium name does not necessarily apply to another. Also there is speculation and buyer appreciation angle. Call it the art factor where one man's junk is another man's treasure.
I think debate is very healthy this is why forums are a great tool for discussion and learning. Just as one small idea can be the catalyst to rocket a great idea to success so can adversity present itself as an opportunity to explore problems not thought of. It is important to think of the negative aspects and potential problems of any investment.
My investments in dot biz haven't performed as well as I'd like them to but I am still money ahead. Well, I was money ahead but I purchased Austin.biz at Traffic. I bought for development rather than speculation.
Yes, there is hype with Dot Mobi. But some of us are really excited and perhaps a bit too exuberant about this tld.
There will be lulls in the market and hopefully speculation in the domain will be tempered by learning from the mistakes of the past. Compared to dot EU the rollout of dot mobi seems to be slower and a bit more rational overall.
As with all things there are is much about dot mobi that won't be known and understood by the average person and even many domainers. I've done a great deal of research and look for certain factors that might signal the success or failure of Dot Mobi. So far there are many factors that point to the positive side.
There are negatives also. The biggest negative is that some of America's larger internet carriers are not supporters of dot mobi and prefer to keep their "closed loop" internet experience. I don't think these companies can stay outside the larger internet arena forever without damaging their competitive edge for the mobile internet market.
That aside I do agree it's time to focus on development and industry issues and less on the mere speculation of domain purchases . Even if you have strong commercially viable keywords be prepared to hold, develop, and renew.
I was not a mobi fan when it was originally announced. All I thought was that this is a 4 letter ext with limited applications. To top it off they were holding all the premium names for auction is a bunch of crap.
But after I noticed the key investors and the business model involved, coupled with the reality that mobile internet is here I changed my thinking.
The approach to the tld seemed well thought out, fair, and balanced.
At this point I knew that MOBI was already being dismissed by most domainers as I had done also.
I then realized I had found a soft spot in a very promising industry. I spent hours preparing my lists knowing about the premium list but thinking there would be some that were missed.
I also waited anxiously for companies to allow pre-registrations. I remained very quiet in the beginning so I didn't clue in competition for the landrush.
As the landrush approached I noticed that not many were looking into MOBI and I did start dropping hints that I thought this tld would be big.
I was hoping to land 5-7% of my pre-orders. I ended up landing around 23%.
I did a lot of planning and luckily had lined up more financing than for my predicted outcome.
Now it is time to get to work and see if our investments will pan out.
I am selling off some of my domains but I am counting on the development side to truly make a profit from this tld.
I am exited about dot Mobi and I am just as excited about other opportunities for the emerging mobile internet market.
I wish the best to all in the forums no matter your feelings on a new tld that still has a long way to go before it can truly be called a contender.
That said I hope even classic dot com domainers will realize that people will be looking for mobile content very soon and now is the time to prepare to meet this up and coming need.
I hope the ppc companies are working hard to prepare for this. Even if you doubt the need for dot Mobi the need for traditional tlds to be mobile friendly is rapidly approaching.
Best wishes and happy domaining,
C.T. Kirkpatrick
aka: Think