Cramer: H-P's Still Buyable: Jim Cramer sees Hewlett-Packard as a leader among tech names and thinks it's not too late to buy.
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Relational Investors cut its stake to 33,443,949 shares (14.6%) recently, by selling 143,068 at $16.80 apiece.

Campbell Soup voted a 14% payout increase, to 25 cents a share from 22 cents, giving it a 2.67% yield. Uninterrupted dividends date back to 1902, and this is the fifth consecutive annual boost.

33%

Market Perform - Price 17.74 on Sept. 9
by First Global

Downgrading to Market Perform. While NSM is making significant strides in the growing solar-power market, there's still uncertainty surrounding its SolarMagic technology, which [faces]...marketing challenges. So we've lowered our revenue and EPS estimates for Q2 FY09 from $486 million and 36 cents to $480 million and 35 cents, respectively....The weak economy [will] adversely impact holiday-season sales of mobile phones/consumer electronics....Expect increase in operating expenses to pull down margins and earnings. Market cap: $4.12 billion.

I think they will flock to Research In Motion (RIMM) -- be careful there, because Apple (AAPL) will knock them when it reports on July 21 -- Qualcomm (QCOM) and anything on the inside of cell-phones, as you can see today: Texas Instruments (TXN), Skyworks (SWKS), National Semiconductor (NSM) and Broadcom (BRCM).

Relational Investors reduced its stake to about 35.7 million shares (14.7%), by selling 3.36 million shares from June 23 to 25 at an average price of $21.72. Relational Investors said it sold the shares "to satisfy contractual obligations related to certain client redemptions."

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National Semiconductor (NSM) was upgraded from Hold to Buy Deutsche. $25 price target. NSM's revenues can benefit from macro/cyclical restocking with share price driven by resulting EPS upside and valuation expansion.

National Semiconductor (NSM) was downgraded to Sell from Neutral, Goldman said. See concerns over wireless business, which makes up over 30% of sales, as well as increasing competition. Price target cut to $16 from $20.

discounting in progress