For those seeking more risk, Cramer suggested looking into Infinera (INFN), Akamai (AKAM) and three stocks that deal in “deep packet inspection”: Cavium Networks (CAVM), EZChip Semiconductor (EZCH) and NetLogic (NETL). Deep packet inspection allows networks to filter data packets to prioritize the order in which they are sent. Put simply, the technology gets you quality video faster when you’re watching TV over the Web. These last three stocks have been especially popular lately, Cramer said.

ipo with potential

From Barron's 7-16-07:

"The fiberoptic resurgence that has lit the way for new public stocks in the past nine months is real. It's also fragile, and as a result, some of those stocks are running far ahead of the rosiest outlook for their businesses.

Case in point: Infinera, which had a $182 million initial public offering on June 7. Its stock popped 52% that day and, at a recent $24.99, is up 27% since then.

Seven-year-old Infinera (INFN), which started life as Zepton Networks, makes equipment used by phone companies to expand their networks' bandwidth. It has a promising future, with sales hitting nearly $50 million in the most recent quarter. And it's finally generating positive cash flow, despite continued net losses. But even with a dramatic rise in sales this year and next, it would be hard to justify the company's current 20 times multiple, based on price-to-trailing 12-month sales -- a valuation that seems to assume unreasonable growth in the fiberoptic market."

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