I like the chart of avx better than mu. Mu has a lot to prove yet and I would wait to buy it on a break up and thru 15.40-15.50. Avx needs only to clear 17 to run up to about 20 but the going gets tough from there unless you have a lot of patience. 24 is a big break for avx.
Kurlak is imo a darn good chip analyst....he was pounding the table to buy them at the absolute lows and was getting a lot of flack at the time....its funny to see other analysts just recently go from "underperform to neutral" on some of these stocks that are up 100% plus from the bottom.