I believe .Web will suck all the oxygen out of the room and I believe a lot of domain investors that are weak financially won’t be able to participate in that game at all. I wrote many times that the big winner for the GTLD’s may not be a GTLD. I am on record as saying it gives folks another reason to take a look at .net, .org, .TV, .info and others BEFORE you get to the new extensions. You have seen dot net prices go up, not down.
I am also on record as saying that I am going to keep my powder dry, wait for the dust to settle, wait for the handful of extensions that could be meaningful to emerge and then go from there. I am sure many a domain investor would trade all their GTLD’s today for the CASH they paid and call it a day.
The majority of registrars and some of the registries will do fine. Domain investors not so much