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


To: Jacob Snyder who wrote (20524)6/17/1998 2:13:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Jacob,

Re:As long as the Japanese economy is getting smaller, the U.S. economy is getting bigger, rates of return on Japanese bonds and equities are near-zero or worse, rates of return on U.S. bonds are far higher than in Japan, then capital will continue to flow out of Japan to the U.S

To date, the Japanese investors have not shipped their $$ overseas and interest rates have been 1/2 of 1 percent. What makes you think that is about to change anytime soon? They are shell-shocked from the collapse of their stock market and the bursting of their real estate bubble and simply want to preserve their capital.

BK



To: Jacob Snyder who wrote (20524)6/17/1998 11:40:00 PM
From: Marlboro  Respond to of 70976
 
re:The Japanese tried a little while ago, threw 20 billion $ at it, and the money disappeared with no visible effect.

Some very severe changes need to happen because money isn't going to fix it is it? I never thought that I would be around to see the iron curtain come down so maybe this will be the time for Asia to embark on the changes that will allow them to resume their rapid growth. Amazing what can be done in a crisis.



To: Jacob Snyder who wrote (20524)6/22/1998 1:46:00 PM
From: andy kelly  Read Replies (1) | Respond to of 70976
 
Jacob

Are you nibbling on AMAT LEAPS yet? The 01Jan 30's look tempting to me at 10 1/2, just in case we don't see the drop to low 20's that everyone seems to be predicting.

Andy