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To: cellhigh who wrote (26826)	11/18/1998 8:39:00 PM
From: Bill Harmond	Respond to of 164684

All my indicators are on the individual issues are flat-out bullish, but that's not it. Perhaps it's a personal limitation, a comfort zone. I had made a great deal of money; more than I imagined I'd have by now. These four or five stocks had almost taken over my thinking. I got a rush thinking about them. I found myself drifting off from conversations with friends, etc. Perhaps it was a state of greed setting in, and it was very distracting, and once I became aware of it, very unsettling. I stayed long because I knew I was right about their prospects, and the technicals were very strong. Mary Meeker's piece Friday was the catalyst. I interpreted her report as saying that we are still very early in the game (I think she said "end of the second inning"), but that there is an intermission coming sometime reasonably soon. Her thinking makes perfect sense to me. So, the combination of a personal need for re-centering, big gains, and prospects to buy at some support level (even if it's higher than tonight's prices) reasonably soon caused me to sell. The rest is coulda-woulda-shoulda, and that never matters anyway.