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Oracle America, Inc. v. Terix Computer Company, Inc.

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN JOSE DIVISION
Mar 31, 2015
Case No. 5:13-cv-03385-PSG (N.D. Cal. Mar. 31, 2015)

Opinion

Case No. 5:13-cv-03385-PSG

03-31-2015

ORACLE AMERICA, INC. et al., Plaintiffs, v. TERIX COMPUTER COMPANY, INC., et al., Defendants.


OMNIBUS ORDER RE: DISCOVERY DISPUTES

(Re: Docket Nos. 414, 418, 517, 518, 519, 520, 521, 522, 524, 525, 527, 528, 536, 574)

Before the court are 14 (!) letter briefs on various discovery disputes among the parties. In the interest of resolving these disputes in a timely fashion, the court foregoes a lengthy recitation of the facts and legal standards and instead simply rules as follows:

Docket No.

Issue

Ruling

Reason/Explanation

414

Oracle RFP Nos. 76-78

GRANTED

Oracle is entitled to broader

information than already provided to

identify the extent of damages

Maintech is claiming. That the

information may not, in Maintech's

view, be reliable is not a justification

to withhold responsive documents.

414

Oracle's 3rd Set of RFPs

from January 1, 2008

forward

GRANTED

Oracle is entitled to documents from

January 1, 2008 to investigate the

alleged effects of the change in policy.

The two months currently provided is

insufficient. Maintech chose to bring

these counterclaims and cannot now

refuse to produce documents relevant



to those claims because it is

burdensome.

418

Any Terix claim that

Oracle's damages

calculations are

speculative

DENIED

Terix produced the requested

information. Given that the

production was well in advance of trial

and that much of the production was

already in Oracle's hands prior to the

production, the court does not find that

Terix's delay prejudices Oracle.

517

Oracle Interrogatory 15

DENIED

The request is moot in light of Terix's

representation that the underlying

claim is no longer in the case.

517

Oracle Interrogatories 22

25, 36

DENIED

The requested information is properly

the subject of expert inquiry,

particularly information about

potential customers.

517

Oracle Interrogatory 33

GRANTED

A party cannot refuse to respond to an

interrogatory merely because the other

party may have learned the

information by means of other

discovery.

517

Oracle RFAs 32, 34-35

GRANTED

Oracle is entitled to clear admissions

or denials. Terix's responses provide

neither.

518

Oracle 30(b)(6)

Deposition re Topics 8,

11, 19, 20

GRANTED

Oracle is entitled to a 30(b)(6)

deposition on the requested topics in

light of Defendants' antitrust

counterclaims, which were not

asserted at the time of the previous

30(b)(6) deposition.

518

Oracle Interrogatory 12

DENIED

The request is moot in light of

Maintech's representation that the

underlying claim is no longer in the

case.

518

Oracle Interrogatories 15,

17

DENIED

The parties did not sufficiently meet

and confer to determine what further

information—if any—is required in

response to these interrogatories.

518

Oracle Interrogatory 25

GRANTED

Interrogatory responses may not

incorporate by reference information



contained in pleadings, depositions or

other documents or interrogatories

unless the burden of deriving or

ascertaining the answer will be

substantially the same for either

party.

518

Oracle Interrogatory 26

DENIED

The parties did not sufficiently meet

and confer to determine what further

information—if any—is required in

response to these interrogatories.

519

Terix RFP No. 99

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

519

Terix RFP No. 121

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

The court previously cabined the

responsive period to 2008-forward.

Discovery from 2005-forward is

unnecessary for Terix's defenses

because Oracle's claims likewise

cannot arise from pre-2008 discovery.

519

Terix RFP No. 126

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

519

Custodial and Non

Custodial Sources

DENIED

Oracle has represented that it has

searched custodial and non-custodial

sources alike and produced everything

it has that is responsive to the request.

Oracle has already so represented in

its RFP responses. Amendment is not

required.



520

Terix RFP Nos. 131, 135,

151

DENIED

The court previously cabined the

responsive period to 2008-forward.

Oracle shall amend its response to

reflect this representation.

520

Terix RFP No. 149

GRANTED

While the RFP was not clearly drafted,

it is reasonable that Terix requires the

ReadMe files for the update, patch and

firmware files for Solaris versions 8, 9

and 10.

520

Terix RFP Nos. 163-165

DENIED

Terix's request is overly burdensome.

Given Oracle's representation that

there were no patches for OpenSolaris

and that it has produced audit reports

from 2008 to the present identifying

which patches were public at every

period of time since, Terix has

adequate information regarding public

genesis and distribution of patches and

updates.

520

Custodial and Non

Custodial Sources

DENIED

Oracle has represented that it has

searched custodial and non-custodial

sources alike and produced everything

it has that is responsive to the request.

Oracle has already so represented in

its RFP responses. Amendment is not

required.

521

Terix Interrogatory 29

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

521

Terix Interrogatory 30

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

521

Terix Interrogatory 31

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.



521

Terix Interrogatory 32

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

522

Spoliation

DENIED

Terix has failed to show that that

Oracle's conduct rises to the level of

spoliation as to SunSolve.

Even if Oracle reasonable anticipated

litigation when the site at issue was

taken down, Terix has failed to show

that it would gain any additional

relevant information by gaining access

to My Oracle Support or Oracle.com

beyond what Oracle has already

produced. And unfettered access to

Oracle's databases is inappropriate.

524

Maintech Financial

Documents

GRANTED

Oracle is entitled to (1) un-excerpted

copies of the quarterly CFO package

reports for 2008-2014 and (2) un

excerpted copies of the monthly

financial overview reports for 2008

2014. Maintech may produce the

information with an Attorneys' Eyes

Only confidentiality designation

pursuant to the protective order in this

case.

If necessary, upon review of the new

documents, Oracle may re-open

Whitney's 30(b)(6) deposition for up

to two hours and must limit its inquiry

to the new documents produced.



525

Oracle Interrogatory 13

DENIED

Sevanna and Wex's response to

Interrogatory 13 is adequate.

527/530

Maintech RFP Nos. 4, 6,

63

GRANTED

While the RFP was not clearly drafted,

it is reasonable that Maintech requires

the ReadMe files for the update, patch

and firmware files for Solaris versions

8, 9 and 10.

527/530

Maintech RFP Nos. 118

122

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

527/530

Maintech RFP Nos. 124

125, 140-142

DENIED

Maintech's request is overly

burdensome. Given Oracle's

representation that there were no

patches for OpenSolaris and that it has

produced audit reports from 2008 to

the present identifying which patches

were public at every period of time

since, Maintech has adequate

information regarding public genesis

and distribution of patches and

updates.

527/530

Maintech Interrogatories

30-31, RFP No. 87

GRANTED

IN-PART

Maintech is entitled to certain Oracle

document retention policies, but the

requests are drawn too broadly.

Oracle shall produce all document

retention policies applicable to those

categories of documents identified by

Maintech in the first paragraph of

Section D in its letter.

527/530

Maintech RFP No. 143

GRANTED

IN-PART

Although Oracle contends that this

court's previous ruling forecloses

granting Maintech the relief it seeks,



Maintech is entitled to the set of wiki

pages Corwin "created during the

ordinary course of her business as a

Sun employee evaluatingthe origin of

the Solaris source code."

Maintech is not entitled to any further

deposition of Corwin.

527/530

Maintech RFP Nos. 137

138

GRANTED

Maintech is entitled to understand the

corporate structure of Oracle. To the

extent a related 30(b)(6) topic was

quashed, the court determined that

such a voluminous topic was not

appropriate as a deposition topic. But

the information is still relevant to the

litigation and must be produced.

527/530

Maintech Interrogatory 42

GRANTED

Maintech is entitled to understand

Oracle's response that only some of

the patches it created after April 19,

2005 are derivative works of Solaris

10.

527/530

Maintech RFP No. 128

DENIED

There is no hypothetical license

damages claim in this case. Oracle

only seeks damages related to its own

lost profits and profits gained by

Defendants.

527/530

Maintech RFP No. 134

GRANTED

IN-PART

Oracle has represented that it has

produced everything it has that is

responsive to the request.

Oracle shall amend its response to

reflect this representation.

528/529

Oracle's Privilege Log

DENIED

Oracle has conducted an appropriate

privilege review and made privilege

designations on an appropriate and

agreed-upon basis.



In camera review is unnecessary and

inappropriate in this circumstance.

But should Maintech wish to take

Oracle up on its offer to review

individual entries that Maintech in

good faith believes are not privileged.

Maintech may do so.

536/537

Oracle ODS Reports

DENIED

In light of the court's previous ruling

on ODS reports, the court finds that

the ODS reports relate to Oracle's

and not Maintech's—damages.

Maintech will obtain the ODS

information in expert discovery and

can prepare its rebuttal report to

Oracle's damages expeit. Further

supplementation is unnecessary.

536/537

Oracle's Privilege Log

DENIED

See ruling re Docket Nos. 528/529.

574

Terix 30(b)(6) Topic 17

GRANTED

The parties' iniscoininunication

should not prevent otherwise

permissible discovery.


See Bretana v. Int'l Collection Corp., Case No. 07-cv-05934, 2008 WL 4334710, at *2 (N.D. Cal. Sept. 22, 2008) (citing Davidson v. Goord, 215 F.R.D. 73, 77 (W.D.N.Y. 2003)).

See In re Lithium Ion Batteries Antitrust Litigation, Case No. 13-md-02420, 2015 WL 1223972, at *2 (N.D. Cal. Mar. 17, 2015); Fed. R. Civ. P. 33(d).

See Docket No. 332.

See id.

See, e.g., Apple Inc. v. Samsung Elecs. Co., 881 F.Supp. 2d 1132, 1138 (N.D. Cal. 2012) ("A party seeking an adverse inference instruction (or other sanctions) based on the spoliation of evidence must establish the following three elements: (1) that the party having control over the evidence had an obligation to preserve it at the time it was destroyed; (2) that the records were destroyed with a 'culpable state of mind'; and (3) that the evidence was 'relevant' to the party's claim or defense such that a reasonable trier of fact could find that it would support that claim or defense.") (citing Zubulake v. UBS Warburg LLC, 220 F.R.D. 212, 220 (S.D.N.Y. 2003)); see also AMC Tech., LLC v. Cisco Sys., Inc., Case No. 11-cv-03403, 2013 WL 3733390, at *2 (N.D. Cal. July 15, 2013).

See In re Ford Motor Company, 345 F.3d 1315 (11th Cir. 2003) (denying direct access and noting that FRCP 34(a) "allows the responding party to search his records to produce the required, relevant data . . . [but] does not give the requesting party the right to conduct the actual search").

See Haggarty v. Wells Fargo Bank, N.A., Case No. 10-cv-02416, 2012 WL 4113341, at *2 (N.D. Cal. Sept. 18, 2012) ("In responding to interrogatories, 'a requirement to state all facts does not require a listing [by the responding party] of trivial or non-material matters.'"); S.E.C. v. Berry, Case No. 07-cv-04431, 2011 WL 2441706, at *4 (N.D. Cal. June 15, 2011) (finding four-page narrative describing the facts in response to an interrogatory seeking all facts and documents sufficient).

While the court notes that Maintech violated the letter briefing procedures set out at Docket No. 316, in the interest of efficiency, the court will consider this round of briefing.

See Docket No. 332 at 2.

The court is granting production of the specific wiki pages referenced during Corwin's deposition and not any type of full database.

Docket No. 527 at 3.

See footnote 8.

See United States v. Chen, 99 F.3d 1495, 1501 (9th Cir. 1996) ("A client is entitled to hire a lawyer, and have his secrets kept, for legal advice regarding the client's business affairs. This principle has long been the law. . . . The attorney-client privilege applies to communications between lawyers and their clients when the lawyers act in a counseling and planning role, as well as when lawyers represent their clients in litigation."); see also Garvey v. Hulu, LLC, Case No. 11-cv-03764, 2015 WL 294850, at *2 (N.D. Cal. Jan. 21, 2015) (only when such communications are distributed beyond the set of corporate employees who "need to know the content of the communication in order to perform [then] job[s] effectively or to make informed decisions concerning, or affected by, the subject matter of the communication" will the communication lost its protection.").

See footnote 8.

See Docket No. 403.
--------

The parties shall produce all discovery ordered by April 15, 2015. SO ORDERED. Dated: March 31, 2015

/s/_________

PAUL S. GREWAL

United States Magistrate Judge


Summaries of

Oracle America, Inc. v. Terix Computer Company, Inc.

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN JOSE DIVISION
Mar 31, 2015
Case No. 5:13-cv-03385-PSG (N.D. Cal. Mar. 31, 2015)
Case details for

Oracle America, Inc. v. Terix Computer Company, Inc.

Case Details

Full title:ORACLE AMERICA, INC. et al., Plaintiffs, v. TERIX COMPUTER COMPANY, INC.…

Court:UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN JOSE DIVISION

Date published: Mar 31, 2015

Citations

Case No. 5:13-cv-03385-PSG (N.D. Cal. Mar. 31, 2015)