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To: Zeev Hed who wrote (8133)	11/16/1997 6:31:00 PM
From: Rational	Read Replies (1) of 18056

Zeev: There has to be an equilibrium. The Japanese did not cut taxes for the reason you stated. But, now their banks are about to collapse. They have to do something. This time, they have to sell US Treas and it will hurt the exports. They have to sacrifice exports and consume more through imports (and save less) to stabilize their financial system. This whole analysis also means that Tech stocks selling to Japan will likely go up because as the yen rises and their expected US$ revenues from Japan will increase. [In fact, Friday's late rally of tech stocks could partly be due to the rumors on Jap govt reports.] Which are the companies selling predominantly to Japan? Sankar

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