Message-ID: <3900654.1075840263892.JavaMail.evans@thyme> Date: Fri, 6 Oct 2000 03:39:00 -0700 (PDT) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 10.06.00 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\Notes inbox X-Origin: LAY-K X-FileName: klay.nsf Please open the attached file to read the complete text of the following items: 05:44AM EDT 6-OCT-00 MERRILL LYNCH (S.FORTUNA) DELL GTW IBM DELL COMPUTER:HIGHLIGHTS FROM ANALYST MEETING 09:47AM EDT 6-OCT-00 PRUDENTIAL SECURITIES (K.ALEXY) DELL DELL: HIGHLIGHTS DELL ANALYST MEETING- DAY 2 06:04AM EDT 6-OCT-00 DEUTSCHE BANC ALEX. BROWN (E. KLAUER/R. SEYMORE) INTC IS IT OVER FOR THE PC-RELATED IC COMPANIES? 09:17AM EDT 6-OCT-00 THOMAS WEISEL PARTNERS LLC (D. VAN DORSTEN) NTAP: (TWP) INITIATING COVERAGE WITH A BUY RATING 07:52AM EDT 6-OCT-00 GOLDMAN SACHS (LAURA CONIGLIARO) IBM SUNW BRCD COBT EMC ENT HW SEPT-QTR PREVIEW: INTERNET INFRASTRUCTURE STILL BOOSTING DEMAND <<10.06.00 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 - 10.06.00 Analyst Reports.doc