[This is a backlog for a previous trading transaction. It may not fully represent my thinking at the time of the trading.]
I sold 2/3 of my MSFT holdings today. MSFT has gained substantially from late 2000 nadir but the overall market sentiments are still cloudy. I decided to take loss and seek other opportunities. I have more confidence with the massive success in EBAY that I can find some interesting issues to invest on instead of MSFT. As a matter of fact, I realized that I don't need to overinvest in MSFT as I have too many underwater stock options.
Note: Again, the transaction is made during my honeymoon trip.