It could also have been China (among other possibilities). Notice that there's other news today also: The leader of the Liberal Party in Japan stated that Japan could easily and quickly build thousands of nuclear warheads; he made it clear that this was a threat against China.
When all is said and done, I think we will find that Bush's "axis of evil" wasn't just a figure of speech; it was based on his knowledge that we are up against an alliance of other countries.
I've been wondering for some time if, in the end, Japan will save us much as we saved the U.K. in World War II. (The rearmament of Japan, which is inevitable at some point, will change the whole balance of power in the world. Their disarmament was forced on them by the U.S., but it's no longer to our advantage for Japan to be disarmed. Therefore....)