The quote as given by Manshoon:
"David Kaplan, chair of biomedical engineering at Tufts University, who has developed biomedical applications for silkworm silk, notes that Kraig Biocraft has not yet published its results in a scientific journal. Kaplan adds that a transgenic silkworm is a promising system for making spider fibers, but notes that over the long-term, large-scale industrial production may not be as viable as growing silk-producing bacteria in vats. The fiber-making process remains a challenge for approaches using bacteria, but researchers at the University of California, Berkeley, are working on microfluidics and other systems designed to mimic the silkworm's fiber-spinning capabilities."
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"Long term" is not going to mean merely a year or two. In industry it generally means a minimum of 5 years or more, more likely 10 to 15. Hardly a present concern. But that time KBLB should be very well established in the industry and, as successful industry leader do, will have been spending some of its profits on research and development including alternative methods of production. This kind of potential future problem exists for absolutely every high tech company and is inherent in the business. It says nothing relevant, IMHO, to the consideration of KBLB's prospects in the near and intermediate term. In the long term competition is inevitable. But given where things are now, when that long term becomes the present, KBLB shoud be sitting in a very dominant position in the industry with huge cash assets, a great deal of experience in the area and many years of further research and IP under it's belt.