I'm sure that with a random process like undirected homologous recombination (far more random than ND's piggyBac) Entogenetics realized that it's ONLY chance to win was to get the exclusive use of zinc fingers in silkworms. By getting that exclusive use for KBLB, Kim essentially won the race. (and that contract was what led me to invest in KBLB in the first place because I knew that having the exclusive use of zinc fingers would give KBLB an advantage that could not be overcome).
KBLB may (or may not) have ultimately succeeded without the use of zinc fingers IF, and only if, no one else was using them either. But it would have taken a lot longer, success would have been problematical and KBLB would have experienced a lot more dilution along the way.
PS: the reason my screen name is "zincfinger" has nothing to do with KBLB: I've been long on SGMO since 2000 and have followed the development of zinc fingers very closely. They will utterly transform the field of biotechnology and KBLB will be at the leading edge of the new wave. Kudos to Kim for getting the deal with SIAL!