MERGER: Alcatel [ALU] and Lucent [LU]
Issue:
On 12/1/06 Lucent Technologies, Inc. [LU] was merged into Alcatel-Lucent [ALU]. Lucent shareowners will be entitled to receive 0.1952 of an Alcatel-Lucent American Depositary Share, or ADS, for each share of Lucent common stock that they own.
Cause:
Standard transaction
Resolution:
This is a tax free merger.You can enter it in accordance with the instructions at http://www.iclub.com/support/kb/default.asp?page=normal_merger
Here is the data you will need:
1. Transaction Date - 12/1/06
2. Old Security - Lucent Technologies, Inc. [LU]
3. Cash received in lieu of fractional shares - from broker statement.
4. New security - Alcatel-Lucent [ALU]
5. Shares received - .1952 times number of LU shares held. Include any fractional shares.
6. Price per share of new company - 13.31
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