Oracle Corporation et al v. SAP AG et al
Filing
572
EXHIBITS re 571 Declaration in Support, of Chad Russell filed byOracle EMEA Limited, Oracle International Corporation, Oracle USA Inc., Siebel Systems, Inc.. (Attachments: # 1 Exhibit F, # 2 Exhibit G, # 3 Exhibit H, # 4 Exhibit I, # 5 Exhibit J, # 6 Exhibit K, # 7 Exhibit L, # 8 Exhibit M)(Related document(s) 571 ) (Russell, Chad) (Filed on 12/11/2009)
Oracle Corporation et al v. SAP AG et al
Doc. 572 Att. 2
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EXHIBIT H
Dockets.Justia.com
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SCOTT TRAINOR October 13, 2009 HIGHLY CONFIDENTIAL - ATTORNEYS' EYES ONLY Page 1
UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN FRANCISCO DIVISION
ORACLE CORPORATION, a Delaware corporation, ORACLE USA, INC., a Colorado corporation, and ORACLE INTERNATIONAL CORPORATION, a California corporation, Plaintiffs, vs. SAP AG, a German corporation, SAP AMERICA, INC., a Delaware corporation, TOMORROWNOW, INC., a Texas corporation, and DOES 1-50, inclusive, Defendants. ______________________________
) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) )
No. 07-CV-1658 (PJH)
VIDEOTAPED DEPOSITION OF SCOTT TRAINOR _________________________________ TUESDAY, OCTOBER 13, 2009
HIGHLY
CONFIDENTIAL - ATTORNEYS' EYES ONLY
REPORTED BY:
HOLLY THUMAN, CSR No. 6834, RMR, CRR (1-423026)
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time. A.
MR. PICKETT:
Q.
You worked as an attorney
for PeopleSoft from February 2002 to November 2004. Correct? A. Q. A. Q. That is correct. You were Senior Director, Field Legal? That's correct. And your client was PeopleSoft at that Correct? Correct.
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MR. PICKETT:
Q.
You helped negotiate the Correct?
contracts with the TomorrowNow customers. A.
I helped negotiate some contracts with the
customers, yes.
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Q.
You moved from PeopleSoft to SAP in What were the circumstances of
November of 2004. that move?
MR. McDONELL: THE WITNESS:
Vague and ambiguous. I had received an inquiry
from a salesperson that I had worked with at Annuncio Software. She said that there was a
position open at SAP. And I was interested, because the Oracle acquisition effort was going on, and I was concerned about my future employment. So I sent a resume, got
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a call from a recruiter, decided that the position was too junior, got another call, and went through the interview process for an attorney-level position.
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with? Q.
MR. PICKETT:
Q.
And what was your
immediate job when you first came on with SAP? Assistant General Counsel? A. Q. A. That's the title, correct. What were your duties and responsibilities? I supported a region of the United States
in negotiating -- the Southeast and Southwest regions of the US in negotiating license agreements. I supported the consulting organization on a national basis. That's what occurs to me now. What license agreements were you involved
MR. McDONELL: ambiguous.
Overly broad, vague and
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A. THE WITNESS: I was negotiating the SAP license agreements with the customers. MR. PICKETT: Any product. Q. For what product?
So any software product, I But any deal could
guess minus maybe online CRM.
have been escalated to me if it came out of that region. Q. How were those responsibilities different,
if at all, from your responsibilities at PeopleSoft? MR. McDONELL: broad. Vague and ambiguous, overly
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A.
Don't disclose any privileged information in
giving your response, please. THE WITNESS: I did not have the corporate
responsibilities on committees, the templates, et cetera. The -Q. At SAP? The license agreement On a larger scale, but
MR. PICKETT:
At SAP, correct.
negotiations were similar. similar. Q. A.
To whom did you report initially at SAP? I believe that in the HR system I reported
directly to Brad Brubaker; and on a day-to-day management, I worked with both Bob Dillon and Mary Beth Hanss. Q. You were Assistant General Counsel from
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yes. Q. And throughout that period, were you an November 2004 through March 2007? A. That's about right. February or March,
employee of SAP? A. Q. Correct. And you reported up the chain through SAP? MR. McDONELL: THE WITNESS: MR. PICKETT: Vague and ambiguous. Correct. Q. Ultimately, someone
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reported to the Board of Directors, I take it? MR. McDONELL: and ambiguous. THE WITNESS: Yes. Eventually somebody Lack of foundation, vague
reported to the CEO and us. MR. PICKETT: Q. You understood that your
client was SAP while you worked at SAP? MR. McDONELL: as to time. MS. PHILLIPS: THE WITNESS: Overbroad. I did. Vague and ambiguous, vague
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MR. PICKETT:
Q.
Well, you knew that
TomorrowNow was going after PeopleSoft's customers by trying to get them to switch over to service contracts with TomorrowNow. MR. McDONELL: Right?
Argumentative, assumes facts
not in evidence, vague and ambiguous. THE WITNESS: I did know the general
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business. TomorrowNow model. MR. PICKETT: Q. And the general
TomorrowNow model was to take away service business from PeopleSoft. MR. McDONELL: THE WITNESS: Argumentative. It was to sign up customers Generally
for after-market support services, yes. PeopleSoft, but not exclusively, yes. MR. PICKETT: True? MR. McDONELL: foundation. THE WITNESS: Q.
And that was now Oracle's
10:31:35 10 10:31:37 11 10:31:38 12 10:31:40 13 10:31:41 14
Misstates testimony, lack of
Based on Oracle's acquisition
of PeopleSoft, that is accurate.
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Q.
And you assisted in the negotiation of
TomorrowNow customer contracts. A. I did.
10:48:54 10
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MR. PICKETT:
Q.
Do you recall an effort
by TomorrowNow to revise its model support services contract? MR. McDONELL: THE WITNESS: MR. PICKETT: that, were you not? MR. McDONELL: THE WITNESS: MR. PICKETT: You may answer yes or no. Yes. Q. Did TomorrowNow in fact Vague and ambiguous. Yes. Q. You were involved with
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"no." THE WITNESS: Yes. develop a new model contract? MR. McDONELL: You may answer "yes" or
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Q.
Did anyone other than you at SAP approve
the final model contract? MR. McDONELL: Lack of foundation, vague
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evidence. THE WITNESS: the final review. MR. PICKETT: Q. Were you satisfied with I don't recall the -- who did and ambiguous. information. MS. PHILLIPS: Assumes facts not in Don't disclose privileged
the new model agreement at the end? MR. McDONELL: MS. PHILLIPS: MR. McDONELL: answer. MR. PICKETT: work product? MR. McDONELL: MR. PICKETT: A. Asked and answered. Q. Who? I don't recall if I was Q. Who approved the final Vague. Objection. Work product.
11:15:23 10 11:15:24 11 11:15:25 12 11:15:26 13 11:15:27 14 11:15:28 15 11:15:29 16 11:15:29 17 11:15:31 18
Instruct you not not to
I don't recall.
the final or if it went to somebody else.
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4 5 6 7 8 9
THE WITNESS:
I don't know.
As I read it,
it doesn't -- I don't remember doing it, I don't remember any thinking about it. MR. PICKETT: Q. Do you deny that you were
telling Waste Management that it was to their advantage to provide access to software? MR. McDONELL: Vague and ambiguous, lack of
12:53:01 10 12:53:02 11 12:53:05 12 12:53:09 13 12:53:13 14 12:53:16 15 12:53:17 16
foundation, asked and answered. THE WITNESS: this, first of all. I don't recall if I drafted And second of all, as I read
this, I don't believe it coincides with what you just concluded. MR. PICKETT: Q. Why not?
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THE WITNESS: That's not how I read the "you don't want us accessing." MR. PICKETT: MR. McDONELL: Q. How did you read it?
Same objections and same
instruction to you not to disclose privileged information. THE WITNESS: I feel like I'm going into
where I'm drawing legal conclusions as I interpret this. MR. McDONELL: Okay. So I instruct you not
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to disclose your mental legal analysis. MR. PICKETT: Q. Do you recall other
instances in which SAP told TomorrowNow prospective customers that it was to their advantage to allow access to software? MR. McDONELL: for speculation. THE WITNESS: MR. PICKETT: the document. Under -- and this is -- actually, if you go back to page 4, you'll see the title is, paragraph 9, "Indemnity." A. Q. Yes. And that goes on for several paragraphs. I don't. Q. Let's turn to page 5 of Lack of foundation, calls
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A. Q. A. Do you see that? A. Q. I do. There's a bracket right after the title We do not
which begins page 5 of the agreement:
have access to the terms of the PeopleSoft license. We therefore need this protection. Were those your words? I don't know. Were they SAP or TomorrowNow words? I -MR. McDONELL: for speculation. Don't disclose privileged information. THE WITNESS: redline who said it. MR. PICKETT: Q. Well, this was a redline I can't tell from this Lack of foundation, calls
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that you sent to their outside counsel for purposes of negotiating the agreement. A. Yes. True?
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6 7 8 9
MR. PICKETT:
Q.
Now, is it true that you
did not have access to the terms of PeopleSoft licenses? A. Q. Yes. You had worked with them for some time when True?
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you worked as an attorney for PeopleSoft. A. Q. True.
And so did you compartmentalize that --
your experience? MR. McDONELL: of an attorney. Calls for mental impressions
I'll instruct you not to answer on
work product grounds. MR. PICKETT: Q. Did you take any steps to
avoid relying on your memory of the PeopleSoft licenses in negotiating the terms of these licenses with TomorrowNow customers? MR. McDONELL: Same objection, same
instruction not to answer. MR. PICKETT: Q. If you take a look at
paragraph 9A of the agreement, "TomorrowNow
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Indemnity," there's a bracket that states: will need to be different from the license. This Our
rights to use the PeopleSoft software come entirely by way of the Waste Management license with PeopleSoft. Is it true that you were conveying to Waste Management the position that TomorrowNow's rights to use the PeopleSoft software come entirely by way of the Waste Management license with PeopleSoft? MR. McDONELL: itself. THE WITNESS: I don't recall drafting this. The document speaks for
12:58:37 10 12:58:38 11 12:58:39 12 12:58:42 13 12:58:45 14 12:58:47 15 12:58:51 16 12:58:54 17 12:58:57 18 12:58:58 19 12:59:01 20 12:59:03 21 12:59:07 22 12:59:10 23 12:59:11 24 12:59:13 25
knew?
However, that -- what you recited is what the document represents, yes. MR. PICKETT: MR. McDONELL: THE WITNESS: MR. McDONELL: Q. Was that SAP's position?
Document speaks for itself. Was that -By position, do you mean,
was that what SAP conveyed to the customer? MR. PICKETT: Q. Yes. Was that your
position to the customer? A. It appears -- yes, it appears that in this
document, that's the position we took. Q. Was that a true statement so far as you
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analysis. second. Calls for a legal conclusion and legal I'll instruct you not to answer. MR. PICKETT: Q. So you can't tell me MR. McDONELL: I have -- hold on for a
whether it's true or not? MR. McDONELL: I've instructed you not to You're asking
answer on grounds of work product.
him to sit here and do legal analysis. MR. PICKETT: Q. To your knowledge, did
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answer.
SAP or TomorrowNow ever misrepresent facts to customers during negotiation of terms? MR. McDONELL: I instruct you not to
It's argumentative, calling for legal
conclusions and work product and potential attorney-client. already said that. MR. PICKETT: argumentative. MR. McDONELL: MR. PICKETT: It's overbroad. Q. Did SAP or TomorrowNow You probably think it's And it's argumentative. I've
take any steps to determine whether a particular customer's allowance of access to software constituted copyright infringement? MR. McDONELL: Instruct you not to answer
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on grounds of legal -- privilege and work product. MR. PICKETT: not what they did. MR. McDONELL: MR. PICKETT: Stand by my instruction. Q. Did TomorrowNow or SAP It's take any steps. It's
ever analyze in connection with a negotiation of a contract the general topic of a customer's rights to provide access to software? MR. McDONELL: Instruct you not to answer
13:01:09 10 13:01:10 11
on the grounds of attorney-client privilege and work product.
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A.
MR. PICKETT:
Q.
Who is Spencer Phillips?
Spencer was an account executive,
salesperson.
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MR. PICKETT:
Q.
Did you have access to a
PeopleSoft software license agreement in 2005? A. I -MR. McDONELL: Asked and answered.
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THE WITNESS: I did not.
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3 4 5 6 7 8 9
MR. PICKETT:
Q.
You understand that you
have certain ethical obligations as an attorney in the State of California. MR. McDONELL: conclusion. THE WITNESS: MR. PICKETT: I do. Q. And you understood that Correct? Calls for a legal
13:23:45 10 13:23:48 11 13:23:51 12 13:23:52 13 13:23:53 14 13:23:56 15 13:24:00 16 13:24:01 17 13:24:01 18 13:24:02 19 13:24:06 20 13:24:09 21 13:24:09 22 13:24:11 23 13:24:13 24 13:24:15 25
you have the obligation to keep information you learned from a former -- a client strictly confidential. True? Depends on the
MR. McDONELL: circumstances.
It calls for a legal conclusion.
Object to the form of the question. MS. PHILLIPS: THE WITNESS: MR. PICKETT: Overbroad. I do. Q. And if you revealed this
type of information to Mr. Phillips, that violated your ethical obligation. MR. McDONELL: True? Object to the form of the
question, and I'm going to instruct you not to answer on the grounds of attorney work product and privilege. MR. PICKETT: Q. Is this information
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confidential? MR. McDONELL: Vague and ambiguous,
overbroad, calls for a legal conclusion, calls for a legal analysis by an attorney of a legal issue collaterally related to the case. I'm going to instruct you not to answer. MR. PICKETT: confidential? Q. Is it private? Is it
That's not a privilege issue. Same objections. Same
MR. McDONELL: instruction. MR. PICKETT: MR. McDONELL:
13:24:34 10 13:24:39 11 13:24:40 12
On what ground? Privilege, work product.
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7 8 9
MR. PICKETT:
Q.
If you did convey it,
would you have felt comfortable conveying it, the portion that I just read? MR. McDONELL: Instruct you not to answer.
13:26:38 10 13:26:39 11 13:26:41 12 13:26:45 13
Grounds of attorney-client, attorney work product. It's unduly argumentative. the question. I object to the form of
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MR. McDONELL:
Counsel, I've had a chance
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to do a preliminary review of Exhibit 1683, which is Bates numbers SAP-OR00677719 through -25. I have reason to believe it was an inadvertently produced privileged document, and hereby exercise our right to claw it back. We'll
give you a more detailed request in writing soon with regard to that.
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Case4:07-cv-01658-PJH Document572-3
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evidence. THE WITNESS: MR. PICKETT: Yes. Q. And was a group of MR. PICKETT: Q. Do you recall that in the latter part of 2005, you along with others conducted training sessions for TomorrowNow? MR. McDONELL: Assumes facts not in
slides, Power Point slides, prepared for that purpose? A. They -- yes, they were.
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Case4:07-cv-01658-PJH Document572-3
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specific recollection of saying why exactly. MR. PICKETT: you convey to them? MR. McDONELL: ambiguous. THE WITNESS: That we couldn't see the -Overly broad, vague and Q. Well, generally, what did
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that we couldn't see the agreement, because -- yeah, I guess -- I don't remember specifically saying it, but we couldn't see the agreement because it was arguably confidential. MR. PICKETT: Q. Turning to Exhibit 1684,
page ending -861, under the indemnification provision, it reads, "Key term -- no removing this." Was that true, that this was a key term for SAP, and it would not negotiate this term away? MR. McDONELL: Instruct not to answer on
the grounds of attorney-client and work product.
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Case4:07-cv-01658-PJH Document572-3
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