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I haven't noticed a great deal of web developer chat about .mobi. Most of the .mobi chatter is in domain forums, where the name of the game is speculation.
.EU had its rush. .Info had its day, as did .Biz. Maybe .mobi has learned something from their launch? Like how to promote their gTLD a bit more aggressively?
The sales pitch for .Mobi is essentially a line about mobile standards compliance. People can pump .Mobi all they want in domain forums, but developers understand that one doesn't need a .Mobi domain for anything to work on a mobile device. If you want proof I suggest you look at how well the two highly mobile nations Korea and Japan have done without .Mobi. The absence of .mobi doesn't appear to have slowed their mobility one little bit.
At least it portends to have some real difference. That is it requires that sites be specifically set up to be mobile phone friendly. Now you can argue whether it will or won't be used as such, but maybe that's all it will take to push it ahead of most of the rest .info .net etc and that will be good enough to have an interesting, affordable, and profitable investment.
Thats my view.
I'm a believer and have some.
However, so far, the value seems to be fueled by a lot of "groupthink" and domainer-to-domainer sales. Sure, some major companies have developed mobile sites on a .mobi, but for each of them how many others are parked or sitting idle? And how many companies have built the mobile versions of their sites on something OTHER than a .mobi? (i.e. mobile.example.com or example.com/mobile/ )
When it comes to end-user mobile sites it looks like there's not all that much buy-in outside the domaining world. Unless that changes, it doesn't bode well for the future of the extension.
To some extent, the .mobi registry has learned from the mistakes of .eu and other previous launches. However .mobi is not a .com killer. It also is quite unique in that it is a device specific extension - it is aimed at mobile phones and other devices.
The .mobi extension has not even reached the first anniversary of its landrush. Extensions traditionally shrink when that happens. It will take about another four years to see if .mobi will be a success. However it is not right to judge it by .com terms.