Sell more APM, grow marketshare, probably over at 4-5 year term:
The APM market is fragmented. We are the only APM vendor with more than 10 percent share. We can’t reach our potential without joining forces with the channel. No APM vendor has more than 20 percent share, and we aim to change that.
If you threw in Keynote (and finessed the taxonomy), a bit of organic growth, and acquired a medium to large sized APM startup, sure! You could buy AppFog off Dell, but integrating that might be a hassle (maybe migrate customers over off Foglight?). NetIQ is also scurrying around in Thoma Bravo land, right?
I’ll have to go check the APM market-share pie-charts and start the clock ticking.