In fact, resonable number of TELs, which fit as investment, is about some 3000 pcs. - one-word English keywords, two-letters and a bit of others. To keep for the row of years all the others like "san-diego-layers" and etc. for me looks like unwise waste of money.
So my personal version is that real number of registered TELs could be no more than some 20 - 30 thousands, Chinese IDN including. Also icluding those "san-diego-layers" and the like, of the people who are still not awaken and dream to sell them for big $$$.