Oracle Corporation et al v. SAP AG et al

Filing 354

Declaration of Chad Russell in Support of 348 MOTION for Leave to File Amended Complaint CORRECTION OF DOCKET # 350 . filed byOracle EMEA Limited, Oracle International Corporation, Oracle USA Inc.. (Attachments: # 1 Exhibit Exhibit A, # 2 Exhibit Exhibit B, # 3 Exhibit Exhibit C, # 4 Exhibit Exhibit D, # 5 Exhibit Exhibit E, # 6 Exhibit Exhibit F, # 7 Exhibit Exhibit G, # 8 Exhibit Exhibit H, # 9 Exhibit Exhibit I, # 10 Exhibit Exhibit J, # 11 Exhibit Exhibit K, # 12 Exhibit Exhibit L, # 13 Exhibit Exhibit M, # 14 Exhibit Exhibit N, # 15 Exhibit Exhibit O, # 16 Exhibit Exhibit P, # 17 Exhibit Exhibit Q, # 18 Exhibit Exhibit R, # 19 Exhibit Exhibit S, # 20 Exhibit Exhibit T)(Related document(s) 348 ) (Russell, Chad) (Filed on 7/17/2009)

Oracle Corporation et al v. SAP AG et al

Doc. 354 Att. 1

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page1 of 9

Exhibit B

Dockets.Justia.com

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page2 of 9

1

2
3
4

Robert A. Mittelstaedt (SBN 060359) JONES DAY San Francisco Office 555 California Street, 26th Floor San Francisco, C A 9 4 1 0 4 Telephone: (415) 6 2 6 - 3 9 3 9 Facsimile: (415) 8 7 5 - 5 7 0 0 [e-mail] Tharan Gregory Lanier (SBN 138784) Jane L. Froyd (SBN 220776) JONES DAY Silicon V a l l e y O f f i c e 1755 Embarcadero Road Palo Alto, CA 94303 Telephone: (650) 7 3 9 - 3 9 3 9 Facsimile: (650) 7 3 9 - 3 9 0 0 [e-mail] [e-mail] Scott W. Cowan (Admitted Pro Hac Vice) Joshua L. Fuchs (Admitted Pro Hac Vice) JONES DAY 7 1 7 Texas, Suite 3300 Houston, T X 7 7 0 0 2 Telephone: [phone] Facsimile: [phone] [e-mail] [e-mail] AttomeysfurDefundanffi SAP AG, SAP AMERICA, INC., and TOMORROWNOW, INC. UNITED S T A T E S D I S T R I C T C O U R T NORTHERN DISTRICT O F C A L I F O R N I A SAN F R A N C I S C O D I V I S I O N ORACLE CORPORATION, tit aI., Plaintiffs, v. SAP AG, e t aI., Defendants. Case No. 07-CV-1658 PJH

5
6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
HUI-113068vl

DEFENDANT T O M O R R O W N O W , I N C . ' S F I R S T AMENDED AND S U P P L E M E N T A L RESPONSE T O P L A I N T I F F O R A C L E USA, I N C . ' S SECOND S E T O F INTERROGATORIES

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-1658 PJH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page3 of 9

2

3
4

5
6

7 8
9

INTERROGATORY NO. 12:
. F o r each Customer for whom SAP T N has created one o r more local PeopleS oft

10 11

environments on SAP TN's systems from copies o f that Customer's PeopleSoft software, as. testified b y Shelley Nelson (Shelley Nelson Dep. a t 13:24-17: 11 (Oct. 30, 2007)), Identify the Customer, Identify each product name and release copied to create the local environment, and state the total number o f l o c a l environments created for the customer.

12
13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28

RESPONSE T O I N T E R R O G A T O R Y NO. 12:
THIS RESPONSE IS DESIGNATED AS m G H LY CONFIDENTIAL. TomorrowNow objects that this interrogatory i s compound, unduly burdensome and o p p r e s s i v e to t h e e x t e n t t h a t i t seeks a n a r r a t i v e a n s w e r w i t h r e s p e c t to P e o p l e s o f t e n v i r o n m e n t s and each product name and release copied to each such environment. Subject to and without waiving the foregoing objections and the General Responses and Objections, TomorrowNow responds as follows: TomorrowNow has maintained approximately 183 Peoplesoft environments o n b e h a l f o f approximately 122 different customers, which have variously included one o r more o f the CRM, E P M , F D M , SA, Portal, and HRMS products, with varying releases o f each (including C R M - releases 8.4, 8.8 S P I , and 8.9; EPM- release 8.9; F D M - releases 7.52, 7.53, 8 SP3, 8.4, 8.4 S P I , 8.4 SP2, 8.8 S P I , and 8.9; S A - releases 7.6 and 8 S P I ; P o r t a l - releases 8.4 and 9.9; and HRMS - releases 7.02, 7.50, 7 . 5 1 , 8 , 8 S P I , 8.3, 8.3 S P l , 8.8 S P I , and 8.9). Additional information responsive to this interrogatory as to specific customers m a y be derived o r ascertained from TomorrowNow's business records, including specifically TomorrowNow' s E P o r t a l . n s f f i l e , p r o d u c e d a t T N - O R 00169313, information c o n t a i n e d a t T N - O R 0 0 1 6 9 3 1 5 ;
HUI-11306&vl

- 6-

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-1658 PJH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page4 of 9

1

T o m o I T o w N o w ' s e m a i l s a m o n g d e v e l o p m e n t a n d s u p p o r t e n g i n e e r s a n d its d a t a b a s e s o f c u s t o m e r service information, including its SAS databases (which have been previously produced, in native format, at T N - O R 00009569), which have b e e n o r will b e included in TomoITowNow's p r o d u c t i o n o f d o c u m e n t s a n d o n w h i c h T o m o r r o w N o w relies t o f u r t h e r r e s p o n d t o t h i s interrogatory pursuant to Rule 33(d).

2

3
4

5 6

A M E N D E D AND S U P P L E M E N T A L R E S P O N S E T O I N T E R R O G A T O R Y NO. 12:
TomorrowNow amends the confidentiality designation o f its prior response to be d e s i g n a t e d a s C o n f i d e n t i a l Information. TillS RESPONSE IS DESIGNATED AS CONFIDENTIAL. T o m o r r o w N o w f u r t h e r responds t h a t a n E x c e l w o r k b o o k t h a t h a s b e e n p r o d u c e d a t TN-OR06515456 that contains the most detailed information TomorrowNow has been able to gather regarding the PeopleSoft environment components that might have existed o n T o m o I T o w N o w ' s n e t w o r k . A d d i t i o n a l i n f o r m a t i o n r e s p o n s i v e to t h i s i n t e r r o g a t o r y m a y b e derived o r ascertained from: TomorrowNow's business records o f l o c a l PeopleSoft environments a n d their locations, including specifically TomoITowNow's BakTrack database, produced at TNO R 06125330, TomoITowNow's SAS database, produced a t TN-OR 03775478, TN(Hard drive).67, T N - O R 0 4 4 4 6 7 1 7 , T N ( D i s c ) . 1 7 3 , T N - O R 0 4 4 4 6 7 1 9 , T N ( H a r d d r i v e ) . 7 5 , TomoITowNow's SAS environment portals, produced at TN-OR 00169313, TN-OR 00871902, T N - O R 03775478, and TN-OR04446719, T o m o r r o w N o w ' s Path F i n d e r database, p r o d u c e d a t T N - O R 0 4 4 9 8 7 1 2 , a n d TomoITowNow's D o t P r o j e c t d a t a b a s e , p r o d u c e d a t T N - O R 0 6 2 2 0 7 6 4 , TN(Disc:).214, as well as through the servers that have b e e n made available i n the " D a t a W a r e h o u s e , " a l l w h i c h h a v e b e e n i n c l u d e d i n TomoITowNow's p r o d u c t i o n o f d o c u m e n t s o r otherwise made available to Plaintiffs and o n which TomoITowNow relies to further respond to this inteITogatory pursuant to Rule 33(d). F u r t h e r , i n r e s p o n s e to t h e s e n o t i c e d t o p i c s a n d d u r i n g t h e c o u r s e o f i n d i v i d u a l d e p o s i t i o n s ofTomoITowNow witnesses, TomoITowNow has provided more than sufficient testimony on the local PeopleSoft environments. See, e.g., February 6-7, 2008 Deposition o f John Baugh Pursuant t o R u l e 3 0 ( b ) ( 6 ) ; J u n e 25, 2 0 0 8 D e p o s i t i o n o f R o d R u s s e l l P u r s u a n t t o R u l e 3 0 ( b ) ( 6 ) ; A p r i l I ,
HU[·113068v)

7
8
9

10

11
12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28

-7 -

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-16S8 PlH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page5 of 9

2008 Deposition ofK.athy Williams Pursuant to Rule 30(b)(6); April I , 2008 Deposition o f 2 3 4 Catherine Hyde Pursuant to Rule 30(b)(6); December 5, 2008 Deposition o f Matthew Bowden; February 1 2 , 2 0 0 9 Deposition o f Catherine Hyde; May 1 2 , 2 0 0 9 Deposition o f Catherine Hyde; February 5, 2009 Deposition o f Rod Russell; April 18, 2008 Deposition o f Shelley Nelson.

5 . Pursuant to Rule 33(d), TomorrowNow relies on this testimony to further respond to t h i s ·
6 . interrogatory.

7
8

INTERROGATORY NO. 13:
For each Customer for whom SAP TN has created one or more local J.D. Edwards . environments on SAP TN's systems from copies o f that Customer's J.D. Edwards software, as testified by Mark Kreutz (Mark Kreutz Dep. at 90:14-94:12-18 (Oct. 3 0 , 2 0 0 7 ) ) , Identify the Customer, Identify each product name and release copied to create the local environment, and state the total number o f local environments created for that customer.

9 10

II
12

13
14

RESPONSE T O INTERROGATORY NO. 13:
THIS RESPONSE IS DESIGNATED AS HIGHLY CONFIDENTIAL. TomorrowNow objects that this interrogatory is compound, unduly burdensome and oppressive to the extent that it seeks a narrative answer with respect to JDE environments and each product name and release copied to each such environment. Subject to and without waiving the foregoing objections and the General Responses and Objections, TomorrowNow responds as · follows: TomorrowNow has maintained I D E environments on b e h a l f o f t h r e e different customers: Koontz-Wagner Electric, Inc., The Bonne Bell Company, Inc., and Praxair, Inc. For KoontzWagner, there are nine environments, which include products Distribution, Financials, HRMS, and Manufacturing, release A7.3, Cumulative Update 7. F o r Bonne Bell, there are three environments, which include products Distribution, Financials, HRMS, and Manufacturing, release A8.1,Cumulative Update 6. For Praxair, there are twelve environments, which include products Distribution, Financials, HRMS, and Manufacturing, release Xe SP23G 1. Additional Information responsive to this interrogatory as to specific customers may be derived or . ascertained from TomorrowNow's business records, including TomorrowNow's emails among development and support engineers and its databases o f customer service information, including
HUI-113068vl

IS
16 17 18 19 20 21 22 23 24 25 26 27 28

- 8-

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-1658 PIH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page6 of 9

its SAS databases (which have been previously produced, in native format, at T N - O R 00009569),

2

which have been o r will b e included in TomorrowNow's production o f documents and on which TomorrowNow relies to further respond to this interrogatory pursuant to Rille 33(d).

3
4

AMENDED AND SUPPLEMENTAL R E S P O N S E T O I N T E R R O G A T O R Y NO. 13:
TomorrowNow amends the confidentiality designation o f its p r i o r response to be d e s i g n a t e d a s Confidential. T i l l S RESPONSE IS DESIGNATED AS CONFIDENTIAL. T o m o r r o w N o w f u r t h e r responds t h a t P l a i n t i f f s h a v e q u e s t i o n e d T o m o r r o w N o w ' s . witnesses e x t e n s i v e l y i n d e p o s i t i o n o n topics r e l a t e d t o this i n t e r r o g a t o r y . F o r e x a m p l e , P l a i n t i f f s requested deposition testimony o n T o m o r r o w N o w ' s " c r e a t i o n a n d u s e o f C u s t o m e r L o c a l Environments, including without limitation: b. The manner and method b y which Customer Local Environments were created, stored and Used b y You; . . . d. T h e total number o f Customer Local Environments created for each identified customer; e. The name, release, and version o f all P S F T o r I D E branded Software obtained and/or copied to create each identified Customer Local Environment; f. T h e identity and description o f ali Customer Local Environments maintained in any way b y Y o u relating to Customers for whom Y o u h a d ceased to provide support services; g. T h e identity and description o f all Customer Local Environments U s e d b y You in any w a y to support any Customer other than the one that provided the Software used to create the Customer Local Environment; . . . [and] 1. The process b y which Customer Local Environments were Used as p a r t o f t h e o r d i n a r y c o u r s e o f b u s i n e s s f o r S A P T N , i n c l u d i n g w i t h o u t l i m i t a t i o n t o o n b o a r d i n g o f n e w C u s t o m e r s ; s u p p o r t o f C u s t o m e r cases, issues, a n d p r o b l e m s ; r e a c t i v e a n d proactive development o f b u g fixes, updates, patches, explanations, o r regulatory changes for Customers; and testing o f other operating systems levels. . . ." See January 22, 2008 Amended Notice o f Deposition o f TomorrowNow, Inc. Pursuant to Fed. R. Civ. P. 30(b)(6). In response to these noticed topics a n d during the course o f individual depositions o f T o m o r r o w N o w witnesses, T o m o r r o w N o w h a s p r o v i d e d m o r e t h a n s u f f i c i e n t t e s t i m o n y o n the creation and use o f T o m o r r o w N o w ' s local JDE environments. See, e.g., February 1 9 , 2 0 0 8 Deposition o f Mark Kreutz Pursuant to Rule 30(b)(6); April 10, 2009 Deposition o f Patti
HUI-113068vl

5
6

7
8
9

10 11 12

13
14

15 16
17

18 19 20 21 22 23

24
25 26
27

28

- 9-

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES
Case No. 07-CV-1658PlH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page7 of 9

1

Vonfeldt. See also Future Deposition o f Keith Shankle. In addition, TomorrowNow has made the relevant server partitions available through "Data Warehouse." Pursuant to Rule 33(d), TomorrowNow relies upon all testimony and each document cited in this Supplemental Response to further respond to this interrogatory:
INTERROGATORY N O . 14:

2
3
.4 5
6

For each local environment Identified in Your responses to Interrogatories 12 and 13, Identify all Customers who received support based on the Use o f that environment, and a detailed description o f that support (such as, for example, the retrofit tax updates testified to by Shelley Nelson (Shelley Nelson Dep. at 32: 19-34: 13 (Oct. 30, 2007» including, where applicable, Identification o f the name, number, version or other Identifying information o f the product provided as part o f the support.
R E S P O N S E T O I N T E R R O G A T O R Y NO. 14:

7

8
9

10
11

12
13

THIS RESPONSE IS DESIGNATED AS HIGHLY CONFIDENTIAL. TomorrowNow objects that this interrogatory is cumulative, compound, unduly burdensome and oppressive to the extent it seeks to require TomorrowNow to attempt to evaluate millions o f pages o f documents and data relating to customer support that have been created over several years. Subject to and without waiving the foregoing objections and the General Responses and Objections, TomorrowNow responds as follows: Generally, to the extent a particular entity is or was a TomorrowNow customer, and when TomorrowNow maintains an environment on that customer's behalf, TomorrowNow provided or provides support to that customer utilizing that environment. For updates and/or fixes to Peoplesoft and IDE products, TomorrowNow has generally used the customer's environment(s) (whether maintained by TomorrowNow or the customer) to create or test the updates and/or fixes. TomorrowNow is aware o f certain instances where an environment maintained on behalf o f one customer may have been used to create or test updates and/or fixes for other customers. See, e.g., Tr. o f October 30, 2007 Deposition o f Mark Kreutz, at 197:8-199:25; Tr. o f October 30, 2007 Deposition o f Shelley Nelson at 32:19-41:17,53:13-55:7; Dec. 6, 2007 DepositIon o f Shelley Nelson at 126:4-139:3, 145:1-14,160:16-161:5, 185:3-16, 195:24-196:20. Additional information responsi.ve to this
HUI-113068vl

14 15 16 17 18 19 20 21

22
23

24 25 26 27 28

- 10-

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-1658 PJH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page8 of 9

1

interrogatory as to specific customers may be derived or ascertained from TomorrowNow's business records; specifically, the relevant specific customer support efforts, updates, and fixes are set forth and described in detail in TomorrowNow's emails among development and support engineers and its databases o f customer service information, including its SAS databases (which have been previously produced, in native format, at TN-OR 00009569), which have been or will be included in TomorrowNow's production o f documents and on which TomorrowNow relies to further respond to this interrogatory pursuant to Rule 33(d).
A M E N D E D AND S U P P L E M E N T A L R E S P O N S E T O I N T E R R O G A T O R Y N O . 1 4 :

2
3
4

5

6 7
8
9

ToniorrowNow amends the confidentiality designation o f its prior response to be designated as Confidential. TomorrowNow supplements it prior response as follows: THIS RESPONSE IS DESIGNATED AS CONFIDENTIAL. TomorrowNow further responds that information responsive to this interrogatory can be found in the SAS database. See TN-OR 03775478, TN(Hard drive).67. TomorrowNow further responds that Plaintiffs have questioned TomorrowNow's witnesses extensively in deposition on topics related to this interrogatory. For example, Plaintiffs requested deposition testimony on TomorrowNow's "creation and use o f Customer Local Environments, including without limitation: b. The manner and method by which Customer Local Environments were created, stored and Used by You; . . . d. The total number o f Customer Local Environments created for each identified customer; e. The name, release, and version o f all PSFT o r IDE branded Software obtained and/or copied to create each identified Customer Local Environment; f. The identity and description o f all Customer Local Environments maintained in any way by You relating to Customers for whom You had ceased to provide support services; g. The identity and description o f all Customer Local Environments Used by You in any way to support any Customer other than ' the one that provided the Software used to create the Customer Local Environment; . . . [and] 1. The process by which Customer Local Environments were Used as part o f the ordinary course o f business for SAP TN, including without limitation to on-boarding o f new Customers; support o f Customer cases, issues, and problems; reactive and proactive development o f bug fixes, updates,
HUI-113068vl

10 11 12 13 14 15 16
17
18

19

20
21

22

23
24

25

26

27 28

- 11 -

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TOINlERROGATORIES Case No. 07-CY-1658 PJH

Case4:07-cv-01658-PJH Document354-2

Filed07/17/09 Page9 of 9

patches, explanations, o r regulatory changes for Customers; and testing o f other operating 2 3 4 5 6 systems levels . . . . " See January 2 2 , 2 0 0 8 Amended Notice o f D e p o s i t i o n o f TomorrowNow, Inc. Pursuant to Fed. R. Civ. P. 30(b)(6). In r e s p o n s e to t h e s e n o t i c e d t o p i c s a n d d u r i n g t h e c o u r s e o f i n d i v i d u a l d e p o s i t i o n s o f T o m o r r o w N o w w i t n e s s e s , T o m o r r o w N o w h a s p r o v i d e d m o r e t h a n s u f f i c i e n t t e s t i m o n y o n t h e use o f T o m o r r o w N o w ' s local environments. See, e.g., February 6-7, 2008 D e p o s i t i o n o f John Baugh Pursuant to Rule 30(b)(6); February 1 9 , 2 0 0 8 Deposition o f Mark K r e u t z Pursuant to Rule 30(b)(6); December 6, 2007 Deposition Testimony o f Shelley N e l s o n Pursuant to R u l e 30(b)(6); . June 25, 2008 Deposition o f R o d Russell Pursuant to Rule 30(b)(6); April 1, 2008 Deposition o f . K a t h y W i l l i a m s P u r s u a n t t o Rul~ 3 0 ( b ) ( 6 ) ; A p r i l I , 2 0 0 8 D e p o s i t i o n o f C a t h e r i n e H y d e P u r s u a n t to Rule 30(b)(6); April 1 8 , 2 0 0 8 Deposition o f Shelley Nelson; D e c e m b e r 5, 2008 Deposition o f Matthew Bowden; February 1 2 , 2 0 0 9 Deposition o f Catherine Hyde; M a y 12; 2009 Deposition o f Catherine Hyde; February 5, 2009 Deposition o f Rod Russell; April 1 0 , 2 0 0 9 Deposition o f Patti V o n f e l d t ; February 26, 2 0 0 9 Deposition for Andrew Nelson; April 29, 2 0 0 9 Deposition o f A n d r e w Nelson. T o m o r r o w N o w f u r t h e r s t a t e s t h a t i t w o u l d b e i m p o s s i b l e a n d u n r e a s o n a b l e to e x p e c t . T o m o r r o w N o w to p r o v i d e a d e t a i l e d d e s c r i p t i o n o f t h e s u p p o r t p r o v i d e d w i t h e a c h l o c a l e n v i r o n m e n t . T h i s i n t e r r o g a t o r y calls f o r t r a c k i n g i n f o r m a t i o n f o r h u n d r e d s o f e n v i r o n m e n t s f r o m 2 0 0 2 u n t i l t h e l o c a l enviro~ents w e r e s h u t d o w n o n A p r i l 3 0 , 2 0 0 8 . T o m o r r o w N o w r e l i e s upon all testimony and e a c h document cited i n this Supplemental Response to further respond to t h i s i n t e r r o g a t o r y p u r s u a n t to R u l e 3 3 ( d ) . Dated: M a y 22, 2 0 0 9 JONES D A Y

7
8 9 10 11 12
13

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28

By:

~~---=~-------

J

r;r ;( /

Counsel for D e f e n d a n t s SAP A G , S A P A M E R I C A , I N C . , a n d T O M O R R O W N O W , INC.

HUI-113068vl

- 12 -

TOMORROWNOW'S FIRST AMENDED AND SUPP. RESP. TO INTERROGATORIES Case No. 07-CV-1658 PJH