Message-ID: <11882980.1075840214273.JavaMail.evans@thyme> Date: Tue, 10 Oct 2000 02:26:00 -0700 (PDT) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 10.10.00 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: 08:06AM EDT 10-OCT-00 C.E. UNTERBERG, TOWBIN (JAMES POYNER) DELL DELL COMPUTER: RELATIVE VALUATION ON LOWER ESTIMATES STILL ATTRACTIVE 07:46AM EDT 10-OCT-00 PRUDENTIAL SECURITIES (H.MOSESMANN) MICROPROCESSOR UPDATE - SUPPLY COULD OUTPACE DEMAND IN 4Q00/1Q01 12:42PM EDT 9-OCT-00 MORGAN STANLEY\DW (MUNSON, GILLIAN) AAPL TECHNOLOGY: CQ3 EARNINGS PREVIEW <<10.10.00 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 - 10.10.00 Analyst Reports.doc