Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 167.92

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10:53 AM EST

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To: Valueman who wrote (11915)	7/1/1998 9:13:00 AM
From: Jeff Vayda	Read Replies (1) of 152472

Valueman, A couple of questions concerning SpinCo. 1) Is it possible for the date of 'shareholders of record' to be prior to the official announcement date? (i.e. on July 1, 1998, Q announces that shareholders of record on May 1, 1998 will receive the SpinCo shares as of Oct 1, 1998) 2) Is the new SpinCo merely a management company (an arm of the Q), supporting the infrastructure agreements established by Q, or (if truly a separate public share entity) will it be free to develop independent agreements? Others have likened this spin off to Lucent. In my view a Lucent analogy is not correct as Lucent is a research and production outfit. If SpinCo is a merely a management firm, potential profits would be limited to service fees. If the outfit will be a partner in developing the associated infrastructures and is able to share in the profits of the systems then I see greater potential. If SpinCo has a free hand to develop further infrastructure agreements independent of Q, an argument could be made for even greater profit potential. Thanks for the time, Jeff Vayda

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