We saw a steady parade of deals.
We think that cannot last. Real estate will go back to being a 'steady Eddy' that offers good current income.
That will keep the investment transactions flowing, but not at the flood stage.
The key part of the deal is enabling online gaming.
Americans have been on a multi-year spending spree.
It's an exciting time for Microsoft here in Japan.
The big take-away thought is that Xbox 360 has the games for the next generation.
Japanese software will be developed. It will be a breakthrough in Japan.
Conditions will be similar to 2005, as the nation's economy continues to expand. There are imbalances in the economy that could slow growth as early as the second half of 2006 or even bring the expansion cycle to an early conclusion.