Infinera, one of the shining stars amongst new telecom start-ups has filed an S-1, hoping to go public sometime in the near future. It is not the only optical/networking related start-up looking to tap the public markets. BigBand Networks is another IPO candidate and there is talk of a Force 10 Networks IPO. (Read: Return of the Tech IPO)

NeoPhotonics and other optical start-ups could be lining up really soon. For most of these companies, the underlying theme is mega growth of online video that is leading to big bandwidth demand in the back-haul and access networks. They also play into the massive data center upgrade trend. But are these good investments? Do you think they the online video wave is lifting all boats? Have your say!