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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (13647)	12/19/1997 12:07:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 70976

Brian, that is a good point. I attended a luncheon where a market analyst stated that US companies will be a major beneficiary of deregulation in Japan; he opined that Japan would deregulate their markets, and sooner than most think.

To: Proud_Infidel who wrote (13647)	12/19/1997 12:11:00 PM
From: derek cao	Read Replies (2) \| Respond to of 70976

Brian, sorry if I did not make my post clear. My point is that even with unilateral open market policy US is still on the LONG end of stick without most people realized it. If Asia countries open their market, it will be win-win situation which asian people have difficult time to grasp(their traditional belief is that in order to gain for youself you must screw your trade partner). Just because US avoids any lossing battle with Asian countries by giving up industries which is inefficient here, we avoid a DIRECT hit when they devaule their currencies. I deeply believe that the global demand for semi would decrease if SEA got out of control. If that happened, I would let go of my AMAT shares at any price. That is why I am so interested in this topic. regards derek(hoping for the best)