To: Epstein, Jeffrey[jeevacation@gmail.com]
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
Mobil
EFTA_R1_01488906
EFTA02422321