Some analysts are thinking that both the number 2 and 3 eye care products makers could have a market share bump.
"Based on our discussions with multiple consultants and industry contacts, we believe it is likely Johnson & Johnson will enter the market in the next 12 to 18 months," said Ulrich. "If Johnson & Johnson comes to market in 2007, we estimate that it could capture approximately 15% market share in four years."
In addition, the UBS analyst said rival eye care products maker Advanced Medical Optics (nyse: AVO - news - people ) could also benefit as it has the third-largest market share in the lens care market behind Bausch & Lomb and Alcon (nyse: ACL - news - people ).
J&J makes the Acuvue line of products which are the contact lenses that I own. I can see them growing like a fungus once they enter the eye care line. It is the classic integration idea. Make the lenses and the cleaner and then make money on both.
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