at Fox Business (Aug 21, 2014)
Benchmark's James Dobson follows his upgrade of OpenTable (OPEN +2.3%) with comments on a SF...
Benchmark's James Dobson follows his upgrade of OpenTable (OPEN +2.3%) with comments on a SF Chronicle article touting rival Urbanspoon (IACI) as seating 1M diners per month using its automated reservation system. OPEN isn't seriously threatened, Dobson says: Urbanspoon has just 11% of OPEN’s volume, and has ~1,200 restaurants signed up vs. OPEN’s 17,150.
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