Oracle Corporation et al v. SAP AG et al

Filing 792

Declaration of Tharan Gregory Lanier in Support of 791 Defendants' Oppositions to Plaintiffs' Motions in Limine filed bySAP AG, SAP America Inc, Tomorrownow Inc. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5, # 6 Exhibit 6, # 7 Exhibit 7, # 8 Exhibit 8, # 9 Exhibit 9, # 10 Exhibit 10, # 11 Exhibit 11, # 12 Exhibit 12, # 13 Exhibit 13, # 14 Exhibit 14, # 15 Exhibit 15, # 16 Exhibit 16, # 17 Exhibit 17, # 18 Exhibit 18, # 19 Exhibit 19, # 20 Exhibit 20, # 21 Exhibit 21, # 22 Exhibit 22, # 23 Exhibit 23, # 24 Exhibit 24, # 25 Exhibit 25, # 26 Exhibit 26, # 27 Exhibit 27, # 28 Exhibit 28, # 29 Exhibit 29, # 30 Exhibit 30, # 31 Exhibit 31, # 32 Exhibit 32)(Related document(s) 791 ) (Froyd, Jane) (Filed on 8/19/2010) Modified on 8/20/2010 (vlk, COURT STAFF).

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Oracle Corporation et al v. SAP AG et al Doc. 792 Att. 12 EXHIBIT 12 Dockets.Justia.com ORACLE U S A , INC., ET AL v. S A P A G , ETAL CASE N o . 0 7 - C V - 0 1 6 5 8 S U P P L E M E N T A L E X P E R T R E P O R T O F P A U L K. M E Y E R TM FINANCIAL FORENSICS, LLC. FEBRUARY 23, 2010 TEXT REMOVED - NOT RELEVANT TO MOTION F. Oracle Tracking and Efforts to Limit Losses to TomorrowNow and SAP 88. As mentioned above, PeopleSoft became aware of TomorrowNow in 2002 and sent a letter July 10, 2002 informing TomorrowNow that it may be misappropriating PeopleSoft proprietary materials.247 TomorrowNow TEXT REMOVED - NOT RELEVANT TO MOTION Email from Edward Cavazos, Andrews Kurth LLP, to Russell Hartz, Blank Rome, attaching letters: PeopleSoft letter from David Chavez to Seth Ravin dated July 10, 2002 and TomorrowNow letter from James Spencer to David Chavez dated July 27, 2002, AK00055562, at 557. 247 Page 61 of 281 Subject to Protective Order Highly Confidential Information Attorneys' Eyes Only responded on July 27, 2002 denying any unlawful activity.248 PeopleSoft was generally aware of TomorrowNow continuing to offer some level of support for PeopleSoft products in 2003 and 2004 but felt that TomorrowNow did not have a scalable business model that could provide the same level of support as PeopleSoft assuming TomorrowNow was not using PeopleSoft's proprietary Software and Software and Support Materials.249 In the second half of 2004, PeopleSoft had an informal process for keeping track of third party support providers.250 In January 2005, as a result of its acquisition of PeopleSoft and SAP's acquisition of TomorrowNow, Oracle started tracking the impact of competition from TomorrowNow and cancellations of PeopleSoft and J.D. Edwards support contracts where the customer switched to TomorrowNow.251 Oracle established numerous policies and procedures in an effort to combat the competition from SAP's TomorrowNow service offering, including: Oracle established a formal "At Risk" reporting process for sales personnel to report support renewal customers that they felt were "at risk" of not renewing with Oracle;252 Email from Edward Cavazos, Andrews Kurth LLP, to Russell Hartz, Blank Rome, attaching letters: PeopleSoft letter from David Chavez to Seth Ravin dated July 10, 2002 and TomorrowNow letter from James Spencer to David Chavez dated July 27, 2002, AK00055562, at 558. 248 Deposition of Robbin Henslee (Oracle Senior Director of Support Policies and Programs), July 15, 2009, pgs. 1921; Deposition of Nancy Lyskawa (Vice President of Support Marketing), May 6, 2009, pgs.17 and 147. 249 250 PeopleSoft email chain, ORCL0046131014 (Lyskawa Exhibit 423), at 310312; Deposition of Nancy Lyskawa (Vice President of Support Marketing), May 6, 2009, pg. 124; Deposition of Meeia Crossman (Oracle Senior Manager, Support Renewals), December 2, 2009, pgs. 3132, 4748; Email from Tawanna Sanders to Meeia Crossman Re: Competitive Meeting Objective and Action items, ORCL0045484345 (Crossman Exhibit 862); Email from Nancy Lyskawa to Andy Allbritten Re: Competitive information on 3rd party grey market providers, ORCL0045496575 (Crossman Exhibit 863). 251 252 Deposition of Robbin Henslee (Oracle Senior Director of Support Policies and Programs), July 15, 2009, pg. 38. Deposition of Richard Cummins (Oracle Senior Director, Support Renewals for North America), September 16, 2008, pgs. 8890; For example, see "At Risk" reports at 3rd_party_Risk_Analysis_050306.xls, ORCL 00032751 (Cummins Exhibit 55) and PSFTJDE 3rd party risk analysis 12508REDACTED.xls, ORCL 00079745 (Cummins Exhibit 59). Page 62 of 281 Subject to Protective Order Highly Confidential Information Attorneys' Eyes Only A "Third Party SWAT Team" was created to determine how to deal with customers identified as "At Risk" for going to TomorrowNow; 253 Oracle developed marketing collateral to sell against TomorrowNow;254 Oracle tracked cancellation rate statistics and trends, including those cancellations identified as lost to TomorrowNow; 255 and Oracle analyzed the impact of high cancellation rates of PeopleSoft, J.D. Edwards and Siebel support contracts on Oracle's application strategies and funding of research and development.256 TEXT REMOVED - NOT RELEVANT TO MOTION Deposition of Richard Cummins (Oracle Senior Director, Support Renewals for North America), September 16, 2008, pgs. 118120. 253 Deposition of Nancy Lyskawa (Vice President of Support Marketing), May 6, 2009, pgs. 7172 and 144147; Oracle email from Tawanna Sanders to Nancy Lyskawa Re: Customer FAQv2 with attached document "Customer Retention Program Customer FAQs v2_022405.doc," ORCL0030245767 (Lyskawa Exhibit 428), at 463467. 254 Deposition of Richard Cummins (Oracle Senior Director, Support Renewals for North America), September 23, 2008, pgs. 291298; Oracle email from Rick Cummins to Juan Jones and Christopher Madsen Re: At Risk PeopleSoft JDE, ORCL 00209742745(Cummins Exhibit 302), at 742; Oracle email from Juan Jones to Dave Hare Re: Focus on JB Hunt / New TomorrowNow Program, ORCL 0008764546 (Cummins Exhibit 53), with attached document "PSFT `At Risk' Update August 16, 2006," ORCL 00297958969, at 00297959, 961 and 966; Oracle email from Buffy Ransom to Tod Keiffer Re: Third Party Risk, ORCL 00087892893 (Cummins Exhibit 61); Oracle email from Juan Jones to Dave Hare Re: Applications support initiatives with attached document "JDE Maintenance Revenue Discussion," ORCL 0008761844 (Cummins Exhibit 65), at 632636. 255 "Implications of Maintenance Cancellations on Applications Product Strategy," ORCL 0028936986, at 374 and 381. "Applications Revenue Analysis & Plan," ORCL 00498305314, at 306 and 309310; "Business Review Q1 FY08," ORCL 00498318346, at 320 and 325; Discussions with Mohit Mahendra (Applications Product Strategy) and Ognjen Pavlovic (Oracle Senior Vice President of Customer Services, North America Support). 256 Page 63 of 281 Subject to Protective Order Highly Confidential Information Attorneys' Eyes Only TEXT REMOVED - NOT RELEVANT TO MOTION 381. Where applicable, the results of my analysis were compared, by customer, to Oracle or PeopleSoft contemporaneous reports of support renewals lost or at risk of being lost ("At Risk" reports). TEXT REMOVED - NOT RELEVANT TO MOTION TEXT REMOVED - NOT RELEVANT TO MOTION Page 239 of 281 Subject to Protective Order Highly Confidential Information Attorneys' Eyes Only

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