Message-ID: <20975280.1075840273169.JavaMail.evans@thyme> Date: Wed, 15 Nov 2000 01:43:00 -0800 (PST) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 11.15.00 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: 07:45AM EST 15-NOV-00 BEAR STEARNS (J. NEFF,A./BOBBA,N.) CSCO IB NTAP: IN LINE 2Q01; LOWERING TO ATTRACTIVE... 07:11AM EST 15-NOV-00 MERRILL LYNCH (T.KRAEMER) NTAP EMC BRCD NETWORK APP:IF THIS IS ROADKILL 05:26PM EST 14-NOV-00 PRUDENTIAL SECURITIES (K.ALEXY) AAPL CPQ CMP MID-QUARTER UPDATE: PC AND ENTERPRISE HARDWARE 12:11PM EST 14-NOV-00 MORGAN STANLEY\DW (MUNSON, GILLIAN) GTW GATEWAY: Q4 ON TRACK; NEW INITIATIVES INTERESTING 09:51AM EST 15-NOV-00 DEUTSCHE BANC ALEX. BROWN (P. RUEPPEL/G. BENOTHMAN) EMC EMC: UPDATE FROM DEUTSCHE BANC ALEX. BROWN TECH 2000 CONFERENCE-STRONG BUY 04:15PM EST 14-NOV-00 DEUTSCHE BANC ALEX. BROWN (W. MORTENSON/A. SUTTER) MSFT MSFT: COMMENTS FROM MICROSOFT'S CFO PRESENTATION AT DBAB TECH CONF-BUY <<11.15.00 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 - 11.15.00 Analyst Reports.doc