some interesting points of view all around, good stuff
IMO probably best to stay as much as possible within your "gut" comfort zone when deciding whether to demur, dabble, or dive into something that is to the best of your own knowledge a speculative investment ... there are likely to be some ups and downs along the way no matter where it ends up.
You're that much more likely to get off on the wrong stop on a downturn (or at least maybe lose a bit of sleep at night during times of doubt) if you've just been going along for the ride with an uneasy feeling of "willing suspension of disbelief" as far as your gut is concerned.
different people have different knowledge, different timelines, different risk tolerance, and, well, different guts! It's all good - but with so many decent angles to play in the LLLL .com / .net / .org / .info / .in / .cn / .etc game, best to go easy on your gut. ie, for most maybe better not to dive in to swim in LLLLnet "without a net" less than half an hour after gobbling up a bunch of XYZQ.com ...
Personally, I'll be picking just a very few LLLL.net, but my current budget for long-term investments is already maxed out at the moment, so won't over-extend myself in .net - right now would actually rather soak up a few relatively cheap LLLL.com to be on (what I consider to be) more solid ground to do a few good flips in the next few months ... (Hopefully it is actually relatively solid ground not turning into quicksand, but will see about that soon enough!)
OTOH, realizing I've actually already been holding some nice "anti-premium" LLLL.nets that I regged just on instinct when I picked up the .com with plans to keep for my own use ... didn't think twice about that - my gut had a good appetite for a tasty LXVM.net when I regged LXVM.com (my first LLLL.com reg back in September).
And if you've already seen a few healthy end user sales for LLLL.net, well, your brain and your gut are going to be in good alignment to gobble up a lot more of the ones you know can sell well.
interesting fact - your gut contains as many or more neurons (ie "brain cells") as does your brain ... Listen carefully about what it's telling you is good to eat - or not.
a lot to be said for long-term vision though - the future belongs to (the smartest/luckiest of) the bold ... and maybe to the (smartest/luckiest of the) meek as well.