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Technology Stocks : Wind River going up, up, up!

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To: Mitchell Jones who wrote (3440)7/21/1998 5:28:00 PM
From: Pirah Naman   of 10309
 
programming talent is in a sellers market and the price keeps going up!... To imply that the price is too high is to infer that we know better that Bill Gates or Jerry Fiddler( or any of the other industry exectives caught up in this competitive market), how to cope with this talent squeeze.

Mitch, your point returns us to one of the central issues, namely the economics of production. Do you think that we will see a general reduction in gross margins at software firms as a result of this? Or do you think that software companies have enough pricing power to maintain margins? (Obviously some do and some don't - I'm being deliberately open ended in the hope that you will share your thoughts.) Any other thoughts (migration to cheaper labor sources, implications for related fields)?

Pirah
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