Here is the key quote:

"... so i would hold apple. but i also think you got to cover the short on blackberry. last night, i got the opportunity to meet with some of the guys from blackberry. and looked at the new phone. at 5:30 this afternoon, they did a demo of the phone. i think the phone is fascinating and there is still a great install base for blackberry. I expect to see the shorts squeezed out over the next 3 months, as they have been getting squeezed out.. those are two key trades that are actionable things coming out of  davos today."