Message-ID: <942838.1075840273828.JavaMail.evans@thyme> Date: Fri, 17 Nov 2000 02:00:00 -0800 (PST) From: elizabeth.davis@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 11.17.00 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: 07:34AM EST 17-NOV-00 BEAR STEARNS (J. NEFF/BOBBA/HAND) IBM HWP SUNW: MID-QUARTER UPDATE: ON PLAN; MAINTAIN BUY 08:37AM EST 17-NOV-00 BOFA MONTGOMERY (KING, KURTIS R) SUNW SUNW: MID-QUARTER UPDATE: 'NO CHANGE TO GUIDANCE' 07:25AM EST 17-NOV-00 CREDIT SUISSE FIRST BOSTON (GLAVIN, CHARLES) SEMICONDUCTORS: COMMUNICATION SEMICONDUCTORS: 3 WORDS-BUY ON WEAKNESS 06:05AM EST 17-NOV-00 DEUTSCHE BANC ALEX. BROWN (P. RUEPPEL/G. BENOTHMAN) NTAP: UPDATE FROM DEUTSCHE BANC ALEX. BROWN TECH 2000 CONFERENCE-STRONG BUY <<11.17.00 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 - 11.17.00 Analyst Reports.doc