This would be my opinion. There are bits and pieces of information out there that lead me to believe this, but really, it is difficult to say what is and what will be. There is no doubt that .com is where its at but in any marketplace there is always an alternative competing product. Dot com meets the global needs but what will adequately meet the needs of regional markets? ccTLD's.
As for valuation of good ccTLD's, they will be valued on the size of the market they serve and the profitability of the product or service being promoted. Its all speculation, but I think ccTLD's are a better speculative investment than .info or .biz. because I can't see them taking away business from .coms. Regional ccTLD's will cut into .com popularity
more dot com's are dropping than being regged
more dot ca's are dropping than being regged
more dot co.uk's are dropping than being regged
When you look at the drop lists you can see why. Much like the tech market, it was overbought. However, quality names rarely drop and when they do the market is there. Give it a few years, let the junk clear from the system. Then you will have a clearer picture as to the state of certain TLD's. If your lucky, you will have looked ahead and own the quality that a buyer will be looking for.
Alldig claiming a quality dotca has no value is wrong. Anyone wishing to sell the following names at reg fee can PM me and I will buy them.