Message-ID: <15777597.1075840223927.JavaMail.evans@thyme> Date: Thu, 16 Nov 2000 01:14:00 -0800 (PST) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 11.16.00 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: 09:37AM EST 16-NOV-00 UBS WARBURG (US) (YOUNG, DON) GTW MSFT CPQ PCS: WILL SUN ROLL OVER? / PC DEMAND STROLLS 05:39PM EST 15-NOV-00 BOFA MONTGOMERY (WU, SHAW) EMC EMC: COVERAGE INITIATED WITH A RATING OF STRONG BUY A $120 PRICE TARGET 11:38AM EST 15-NOV-00 UBS WARBURG (US) (YOUNG, DON) NTAP EMC NETWORK APPLIANCE: WAITING FOR EMC 'BRING IT ON' 08:38AM EST 16-NOV-00 MERRILL LYNCH (INVESTOR SUPPORT) AMCALL INTC SUMMARY RESEARCH SUMMARIES:AM CALL: INTEL 06:33AM EST 16-NOV-00 CHASE H&Q (SUDEEP BALAIN) ALTR CSCO INTC LSI SSTI XLNX OUR CURRENT SEMICONDUCTOR OUTLOOK AND BEST NAMES <<11.16.00 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 - 11.16.00 Analyst Reports.doc