Message-ID: <28367248.1075840265819.JavaMail.evans@thyme> Date: Thu, 12 Oct 2000 02:24:00 -0700 (PDT) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 10.12.00 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: 07:36AM EDT 12-OCT-00 ING BARINGS (ROBERT CIHRA) CPQ DELL GTW CPQ: Q3 LIKELY SOLID; EXECUTING WELL IN A SOFTER MARKET 01:36AM EDT 12-OCT-00 MORGAN STANLEY DEAN WITTER (GILLIAN MUNSON) GTW GTW: LOWERED TO OUTPERFORM 09:19AM EDT 12-OCT-00 SALOMON SMITH BARNEY (RICHARD GARDNER) GTW GTW: 3Q00 EARNINGS EXPECTATIONS 09:54AM EDT 12-OCT-00 BOFA MONTGOMERY (WHITTINGTON, RICHARD L) AMD AMD: Q3 RESULTS 07:19AM EDT 12-OCT-00 WASSERSTEIN PERELLA (STEPHEN C. DUBE) IBM WASSERSTEIN: IBM IBM THROWS A PARTY, AND OTHER ITEMS <<10.12.00 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 - 10.12.00 Analyst Reports.doc