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Technology Stocks : Electronic Retailing Systems International (ERSI Nasdaq)
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To: ERM who wrote (47)6/5/1997 8:24:00 PM
From: A.J. Mullen   of 92
 
Thanks for the news Rust. It's very interesting. Ahold bought Stop & Shop, who were an important customer of ERSI. I think Ahold was already a Telepanel customer; they certainly used Telepanel as a supplier for Stop& Shop after their acquisition. Now they seem to be going back to ERSI. It suggests to me that neither ERSI or Telepanel stands head & shoulders over the other, and Ahold wants to play each against the other. Philip, do you have any thoughts wrt this? Anyone else?
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