Cramer's Stop Trading! The Salesforce.com of the Restaurant Business (9/13/10)

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Includes: CRM, HBAN, HPQ, INTC, NVDA, OPEN
by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Monday September 13.

Nvidia (NASDAQ:NVDA), Intel (NASDAQ:INTC), Hewlett Packard (NYSE:HPQ), OpenTable (NASDAQ:OPEN), Salesforce.com (NYSE:CRM), Huntington Bancshares (NASDAQ:HBAN)

Cramer is interested in Nvidia (NVDA), which is "breaking out here" as more investors show interest in the December 10th calls. In spite of the large short interest in the stock, expectations are now low enough that the stock is buyable. However, the same is not true of Intel (INTC), which seemed to be undervalued but is actually "not so exciting." Hewlett Packard (HPQ) has made yet another acquisition, but Cramer thinks the smartest acquisition would be a CEO for the company since the departure of Mark Hurd; “If they came out and said, ‘We’re not going to do anymore now until we pick a new CEO,’” Cramer said, “I think all of us would feel better about the stock.”

Cramer says OpenTable (OPEN), which allows customers to make restaurant reservations online is going to be the "Salesforce.com (CRM) for the restaurant business."

"Good chatter" about regional banks is promising, but Cramer would be careful of banks that have yet to repay TARP. While he likes the idea of regional banks merging, he thinks Huntington Bancshares (HBAN) should be a buyer not a takeover target.

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