This was discussed in a thread yesterday:
http://www.namepros.com/dot-mobi/377902-mixing-w-the-premium-auction.html
But I would like to address the supply/demand thing.
Supply: obviously the 100 .mobi prems
Demand: Are you people saying you think that the number of active .mobi shoppers will remain the same or not increase much this week?
Think about it, how many of you are awaiting the auction with your hand on your wallet? Was your hand on your wallet last week ready to buy one of these premiums? Then, how many of "you" are there? How many "others" are out there - what about those responsible for such purchases for the sake of their corporation?
The bottom line is that we need to consider that the demand for people buying premium .mobis, and .mobis in general, will increase this week.
We simply don't know to what extent and therefore it is impossible to predict any supply/demand imbalance.
Just because we know the supply is increasing, doesn't mean we know to what extent the demand is increasing (you peeps and others watching sedo this week with your hand on your wallet).
Just something to consider.