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Technology Stocks : PairGain Technologies

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To: Leo Mitkievicz who wrote (19268)1/26/1998 12:58:00 AM
From: Joseph Chiu  Read Replies (1) of 36349
 

PAIR has a very solid supplier here. Note the exposure to military and space areas. If my memory is correct they used to specialize in semis for military use. They have transitioned nicely to more mundane products. The win with PAIR should be good for both companies.


Leo-

You're right. Harris used to (and still) supply a lot of Analog/Digital and Digital/Analog Converters to the military and also to telecommunication companies. When I knew of them, they produced very expensive but very very high-quality converters.

At the expense of being called a Caltech chauvinist, PairGain hires a lot of really capable talent from that school. It's usually a good bet to go with a company full of smart people (see Microsoft)!

Joseph
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