Actually I do. I think you are overestimating them. Phillip Morris and RJR can't even compete in the e-cig market. I'm not scared of people from outside the industry taking my job. I have something they don't. You can't just buy success in a new industry.
If you would have asked people in 1985 they would have told you IBM and Radio Shack would dominate the tech market. TWA and PamAm would own all the airlines. MCI Worldcom would own all telecommunications. Montgomery Wards and Mervyns would be the biggest retail stores in the world.
Success is a lot more complicated than just having money. There is no one in the world right now that knows more about the weed business than the people currently in the business. If you're good at what you do you'll always have a place.
Are you following Sativex? This won't be an RJR Model this will be a pharmaceutical model since it is a medical industry. Why isn't Sativex already released in the US? It's performance in Glioblastoma trials was remarkable. Scaling is the issue.
I hope you are right though. I would love to have a chance to smoke some of your pot and see what the good stuff is actually like, sit and discuss this with you at length. I'd really enjoy that.
Possibly, since the medical corporations couldn't get their ducks in a row rapidly enough there will be a legalized arm where we can continue growing, CO and WA give me hope of that.
But I'd be very surprised if they sourced hectares of Cannabis from any of us
My best guess is the government fields currently producing for the government supplied patients will simply be scaled up and their product turned over to the labs for extraction and standardization, similar to the Opium model.