Google acquisition of Waze a negative for Yelp, says First Analysis

theflyonthewall.com

First Analysis said a Google acquisition of Waze would create a formidable competitor for Yelp (YELP). The firm said Google could use the tremendous amount of information Waze collects to direct advertising to its 45M user base and supplement existing data. Shares of Yelp are Equal Weight rated.

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