Message-ID: <17305400.1075840212718.JavaMail.evans@thyme> Date: Thu, 5 Oct 2000 03:05:00 -0700 (PDT) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 10.05.00 Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Davis, Elizabeth" X-To: HOU IR Treas X-cc: X-bcc: X-Folder: \Kenneth_Lay_Dec2000\Notes Folders\All documents X-Origin: LAY-K X-FileName: klay.nsf Please open the attached file to read the complete text of the following items: 07:26AM EDT 5-OCT-00 BEAR STEARNS (SCOCOZZA/DALE/HANTMAN) BMCS CA BMCS: BMC SOFTWARE PRE-ANNOUNCES DISAPPOINTING Q2 RESULTS 07:14AM EDT 5-OCT-00 UBS WARBURG (US) (JORDAN KLEIN) CA BMCS IBM CA.GWI IBM CA: VISIBILITY SHOULD REMAIN LOW; REITERATE HOLD RATING 07:50AM EDT 5-OCT-00 SALOMON SMITH BARNEY (JOHN C. DEAN) EMC EMC: WE BELIEVE COMPUTER STORAGE SELLOFF UNWARRANTED 08:17AM EDT 5-OCT-00 CHASE H&Q (WILLIAM A. LEWIS) MXTR SEG WDC HDD THE KING IS DEAD; LONG LIVE THE KING--MAXTOR BUYS QUANTUM'S DRIVE BUSINESS 07:18AM EDT 5-OCT-00 MORGAN STANLEY\DW (MUNSON, GILLIAN) DELL DELL: AND ANOTHER ONE... 08:34AM EDT 5-OCT-00 BOFA MONTGOMERY (KING, KURTIS R) DELL DELL: FROM ANALYSTS' MEETING: FY 3Q, 4Q REVENUES TO BE LIGHT DUE TO EUROPE <<10.05.00 Analyst Reports.doc>> The analyst reports provided are reports prepared by independent analysts who monitor and track Compaq's performance. These reports are not prepared by or at the direction of Compaq and as a result, Compaq is not endorsing or verifying the information contained in these reports or endorsing any of these analysts. These reports are being provided solely for business reasons and as a result, do not distribute these reports to other individuals outside of Compaq. If other individuals are interested in receiving the reports provided herein, please contact Elizabeth Davis in Compaq's Investor Relations Department at elizabeth.davis@compaq.com. Elizabeth Davis Compaq - Investor Relations Research Analyst 281-518-4289 - 10.05.00 Analyst Reports.doc