To: <u>Epstein, Jeffrey[jeevacation@gmail.com]</u>
From: on behalf of Landon Thomas
Sent Thur 9/2/2010 10:16:48 AM
Subject Milken Institute report

This is interesting -- a very counter intuitive report by Milken Institute's chief economist Ross Devol arguing that there will be a corporate recovery driven by massive tech expenditure (hence your look how many computers I have been buying remark) and feeding of overseas markets.

Just what you were telling me...

http://www.milkeninstitute.org/pdf/From_recession_to_recovery.pdf

Landon Thomas, Jr.
Financial Correspondent
New York Times
Office phone: 
Mobile: