Slow down--Tribeka: As far as I can tell the company is in a couple of Borders stores, soon to be in the "double digits". DVD's are "planned" for the summer. And, no mention of ability to produce CSS-enabled DVDs. They are still primarily software, with some 225 publishers (about the same number as PCLI), and from what I've seen the kiosk software market just doesn't seem that great given the fact that most everyone nowdays gets their software online. No great sex appeal to software either. I don't share your enthusiasm for Tribeka, nor conclude that they are ahead of PCLI. They may indeed do well--especially in the UK, as they are part of this emerging market though.
And, a $76 share price is a market cap of about $10 billion. Not going to ever get close to that. I see $1-3 as reachable though.
ted