My take is also that monitoring will eventually be much closer to web analytics ... and end-to-end monitoring of the user experience will play a bigger role. It's obvious that a degraded web performance or poorly performing enterprise systems have a direct impact on conversion and outcomes on the frontline. Unless I'm mistaken, this is not measured by any of the ASP-based solutions.
That is actually what Monitis website performance monitoring service is providing. Having traffic and response time charts helps to notice a degraded web performance correlation with web load.