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

To: Justa Werkenstiff who wrote (18731)	4/11/1998 9:49:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

All: I have to tentatively assess the Japanese cap ex spending news as neutral to favorable. I believe VLSI put cap ex spending in Japan at $8.9b for the fiscal year ending March 1998 and the market was expecting a decline in Japanese spending from 10% to 20% for the fiscal year ending March 1999 as far as I can tell based on various news accounts. The announced spending cuts at $1.15b puts the decline in Japan cap ex at 13% year over year, well within what the market was anticipating. Does anyone have any other information on what cap ex was in Japan for the fiscal year ending March 1998?

To: Justa Werkenstiff who wrote (18731)	4/12/1998 12:13:00 AM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Threaders, Is the US buying up Japan? The following article was very interesting to me regarding the US firms buying up Japanese properties for $.10 on the $1.00 and the Japanese crime syndicate: usnews.com I have always felt that the dollar flows to where it can get the best deal/low cost. Looks like this is what is happening in Japan. However, the Yakuza (syndicate) are tied to 40% of Japan's bad loans. The winner again looks like US firms but with risk. What are you thoughts? Will US companies gain a foothold in Japan , the second largest economy in the world? What impact will this have on AMAT if any? Just my opinion.