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Cisco Announces Intent to Acquire AppDynamics

blogs.cisco.com

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Re: Cisco Announces Intent to Acquire AppDynamics

#61

Post by albertwang »

albertwang wrote: post #56
bedros wrote: post #33

any advantage over open source apps like graphite

There's frequently a lot of confusion in the APM market -- As you might have noticed, there's a lot of overlap in what both tools can do. Graphite is primarily used for time-series metrics, whereas AppDynamics is a full-stack APM vendor. In other words, Graphite can be used to aggregate any metric you're interested in (such as CPU usage), which you would then correlate with other relevant metrics (such as number of w…

To add -- a better comparison in the open-source world might be Zipkin or Pinpoint, which aim to offer similar tracing capabilities with language integrations.

Re: Cisco Announces Intent to Acquire AppDynamics

#63

Post by chrdlu »

atishd wrote: post #49
dmode wrote: post #29

Earlier quoted context omitted.

Is there a way to figure out how well employees did in this deal ?

Still waiting on official figures on employee retention to be announced, but it's fair to say all preferred concerted so whatever % employees owner will convert for a decent portion of the buy out price. Say the retention piece is 10% or $370M, an employee that had 0.10% should walk away with ~$3.3M ($3.7B x 90% x 0.10%) plus anything they get under retention

It looks like the acquisition price was about ~$14 or so. From the S1, it looks like the following:

2014 employees had strike prices of $1.70-$2.43 2015 employees had strike prices of $4.48-$7.02 2016 employees had strike prices of $8.10-$12.94

For the employees who didn't exercise and hold the shares for over a year, this exit might have been worse than an IPO. In the IPO scenario, they would have the option to hold the shares for more than a year which would make them eligible for long term capital gains. In this case, the employees with options will probably be taxed ordinary income tax which can be over 50% in some cases.

While they will still have a great exit, such a high tax rate is still painful. Sometimes for a company as solid as AppDynamics, it is worth it to exercise early.

If you don't have money to exercise early, companies like the Employee Stock Option Fund exist to help cover the costs of exercise and potential taxes.

(disclaimer: I work for the ESOFund)

Re: Cisco Announces Intent to Acquire AppDynamics

#64

Post by bedros »

albertwang wrote: post #56
bedros wrote: post #33

any advantage over open source apps like graphite

There's frequently a lot of confusion in the APM market -- As you might have noticed, there's a lot of overlap in what both tools can do. Graphite is primarily used for time-series metrics, whereas AppDynamics is a full-stack APM vendor. In other words, Graphite can be used to aggregate any metric you're interested in (such as CPU usage), which you would then correlate with other relevant metrics (such as number of w…

so, AppDynamics is like mysql and graphite is like innodb? so we need something more intelligent on top of service like graphite to match appdynamics

Re: Cisco Announces Intent to Acquire AppDynamics

#65

Post by frik »

jakozaur wrote: post #42
frik wrote: post #37

Earlier quoted context omitted.

Dell bought a competitor, Thoma Bravo investor bought two competitors. MS has some worse offering. As someone else mentioned MS and IBM were in a bid war with Cisco over AppDynamics. So will MS or IBM try to buy the public company New Relic or one of its competitors?

They can try to buy Sumo Logic.

it's just analyzing machine data (logs) similar to popular tools such as Splunk, in real-time and anomaly detection.

This thread is about APM software, not log analyses. AppDynamics and New Relic and similar APM products offer a lot more insight.

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