I think, usually employers start PERM for those who are already employed with them on a work Visa (H1B or whatever). There will be very few cases where they will file PERM before the employee joins them. Hence they will just delay the filing by that many months.
Yes...there will be some addition to SOFAD but it may not be significant enough.
PS: I guess people (including me) have become pessimistic about everything positive that 'may' happen. Thanks to our Black September Visa Bulletin. That is why you can see pessimistic comments from me.. who has always been optimistic about some good movement in 2011, a good BTM or even CURRENT for EB2.