I agree with most of those at the top of the thread, except for the .us. I receive almost no interest in the .us domains I have, I know their problems, I know they are hated, and I know they are being managed and marketed by hacks. Yet, I find it impossible to believe that the US will be the only country in the world without its own cctld. I know that those in the US often perceive themselves as the world, but that perception will likely be shattered in the coming years. They will need a cctld (after they figure out what one is). And with luck, they might start marketing it properly. I can't see any case at all where it will disappear completely. It can't, can it??
That said, there's no telling how long it might take, or what ridiculous new rules the US gov't. might implement to totally devalue the extension. So I'm long-term bullish, but keep my exposure limited to mad money, and I keep them snuggled right next to my .in domains.