To: From: Sent Subject Milken Institute report Epstein, Jeffrey[[email protected]] on behalf of Landon Thomas Thur 9/2/2010 10:16:48 AM 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_0 1488906 EFTA02422321