Message-ID: <25376899.1075852809890.JavaMail.evans@thyme> Date: Mon, 8 Oct 2001 08:13:42 -0700 (PDT) From: leslie.moore@compaq.com To: houirtreas@compaq.com Subject: Financial Analysts' Reports for 10.08.01 Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Moore, Leslie" @ENRON X-To: HOU IR Treas X-cc: X-bcc: X-Folder: \KLAY (Non-Privileged)\Inbox X-Origin: Lay-K X-FileName: KLAY (Non-Privileged).pst Please open the attached file to read the complete text of the following items: 08:36AM EDT 8-OCT-01 BERNSTEIN (SACCONAGHI, TONI) SUN SUNW: MARKET`S REACTION TO PRE-ANNOUNCEMENT IS SURPRISING 08:26AM EDT 8-OCT-01 MERRILL LYNCH (T.KRAEMER) SUNW SUN MICROSYSTEMS:UGLY, BUT NO BIG SURPRISE 00:54AM EDT 5-OCT-01 ROBERTSON STEPHENS (ROTHDEUTSCH, ERIC) DELL CPQ GTW CPQ.N DELL: COMPANY CONFIRMS GUIDANCE 02:53PM EDT 4-OCT-01 BEAR STEARNS (J. NEFF/HAND/BOBBA) DELL IBM DELL: UPHOLDS 3Q REVENUE AND EPS GUIDANCE 01:58PM EDT 5-OCT-01 LEHMAN BROTHERS (NILES, DANIEL) GTW GATEWAY INC: SEPT. 11 NEG ON GOV/EDU SALES; EXP Q4 PFTS <<10.08.01 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 Leslie Moore in Compaq's Investor Relations Department at leslie.moore@compaq.com. Leslie K. Moore Compaq Computer Corporation Investor Relations - Financial Analyst Phone: 281-927-8287 Fax: 281-514-2656 - 10.08.01 Analyst Reports.doc