Things are getting interesting here. Dixon is on the board of three companies(Compucom, USData, and HDSX) which are all Safeguard Scientifics(SFE) partnership companies. SFE is a venture-capital company that has been very successful at finding small technology companies, investing in them, nurturing them, and taking them public. It is one of my favorite stocks, and has some good successes to its name(Novell, Cambridge Technology Partners, more recently Sanchez Computer, Diamond Technology Partners, and Chromavision). It may be only coincidence that Dixon is on the boards of the three SFE companies, or it may mean that Safeguard is taking an interest here. I called AERN to check on this and spoke with Maryann Haskins(new IR, since July 1). She seemed to deny any SFE involvement. But, let's wait and see. She also said she did not know why the stock ran up yesterday. The Dixon annoucement was made at 4PM. I am not sure yet what to make of all this, but thought I would share my thoughts with you guys. I would love to have SFE be more involved with AERN.
Good luck to all.
Ariel |
