U.S. And Plaintiff States V. Oracle Corp. Trial Exhibits

On this page:


Government Exhibits

P0021

Oracle - Presentation: PeopleSoft - Customers/Employees/Suppliers, People Power the Internet

P0035

Oracle - Board Presentation on M&A Activities (April 14, 2003)

P0067-R

Verizon - 2002–2004 HRMS System Convergence from SAP to PeopleSoft (July 24, 2002)

P0068-R

Verizon - E-Mail: Schmiedel to Canetti Re: PeopleSoft Contract (March 26, 2004)

P0071

Verizon - E-Mail: Schmiedel to Kiefaber Re: Verizon as Reference for State of OH RFP (February 24, 2004)

P0075-R

Cox - Project Catalyst Sponsor Update (September 22, 2003)

P0078

Cox - The Project Formerly Known as Catalyst (February 13, 2004)

P0084

Cox - Cornerstone: Financial Package Selection RFI (April 12, 2004)

P0085-R

Cox - PeopleSoft's Response to Cox RFI: Proposal for ERP Solution (April 16, 2004)

P0086-R

Cox - E-Mail: McGuire to Hatfield Re: ERP Pricing (April 19, 2004)

P0092

CSFB - E-Mail: Armstrong to Gamboa Re: Strat[e]gy (June 9, 2003)

P0107

Oracle - Attack PeopleSoft Presentation

P0200

Curriculum Vitae - Perry Keating

P0825

IBM - Financial Management Solutions, Finance on Demand, Analyst Briefing (January 2003)

P0831-R

Microsoft - E-Mail: Ayala to Nadella/Stockstad/Young/Mueller/Uecker-Rust/O'Hara Re: MBS Game Plan Next 3 Years - Use This Version Please (March 5, 2004)

P0839

Microsoft - Microsoft Business Solutions Q&A: Waggener Edstrom/Microsoft Business Solutions, Prepared for Convergence 2004: Microsoft Solutions Conference for Customers

P0841-R

Microsoft - E-Mail: Ellawala to Gates/Ballmer/Rudder/Burgum Re: Project Constellation Materials (December 4, 2003); and Project Constellation: Discussion Materials (December 5, 2003)

P0861

Lawson - Wall Street Journal Advertisement: Thanks, Oracle. (April 1, 2004)

P0923

Oracle - North America's Applications Mid-Market Pilot Program Briefing Document [Pgs. 1, 4, 7]

P0935

Oracle - E-Mail: Stewart to Rae Re: Policy on Market Definition (February 3, 2004)

P2091

Oracle - North American Sales Organization, Win-Loss Program, Q3 FY03 (April 28, 2003)
[Pgs. 1, 15, 16]

P2139

Oracle - Q1–Q4 PeopleSoft Summary Info

P2203

Oracle - Oracle Applications: Release 11i, Documentation List (January 16, 2004)

P2207

Oracle - Oracle Common Application Components: API Reference Guide, Release 11i (March 2003)

P2208

Oracle - Question & Answer Document for Oracle AppsWorld (January 19, 2003)

P2209

Oracle - Multiple Organizations in Oracle Applications, Release 11i (March 2002)

P2280

Oracle - E-Mail: Catz to Phillips/Henley/Ellison Re: Feed Back from T.Rowe Price Today Re Oracle (June 7, 2003)

P2288

Oracle - E-Mail: Phillips to Summers Re: PeopleSoft Migration Talking Points (June 9, 2003)

P2290

Morgan Stanley - PeopleSoft: Change in Earnings Forecast (April 26, 2002)

P2319

NMG - HCMS Business Case (June 12, 2003)

P2328

NMG - RFP Oracle e-Business/HRMS Suite Gap Analysis (January 29, 2003)

P2533-R

Microsoft - Project Green Release 1: Market Requirements Document, Draft 2 (January 6, 2004)

P2596

PeopleSoft - E-Mail: Wilmington to Brasfield Re: CareFirst Discount Approval (September 26, 2003)

P2640-R

Microsoft - Board of Directors - Review Materials: Project Constellation (January 5, 2004)

P2841

Oracle - E-Mail: Kender to Greene Re: How Dirty Can I Fight? (March 4, 2002)

P2845

Oracle - E-Mail: Tillman to Kender/Greene/Hammack Re: Final Anti-PSFT Training Presentation (March 10, 2003)

P3009

CID 22722 - Keith Block (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (December 16, 2003)

P3010

Chart - Human Capital Management Functionality

P3011

Chart - Financial Management Solutions

P3012

Chart - The Six Dimensions of EAS Complexity

P3013

Chart - Industry Technology Stack

P3018

CID 22795 - Paul Ciandrini (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (January 16, 2004)

P3022

Oracle - Customer Profile: Emerson Electric (June 12, 2004)

P3031

CID - Safra Ada Catz (Oracle), Deposition Transcript [Nondesignated Testimony Redacted] (May 20, 2004)

P3034

CID - Donna Morea (CGI/AMS), Deposition Transcript [Nondesignated Testimony Redacted] (May 7, 2004)

P3036

CID - Richard Allen Knowles (SAP), Deposition Transcript [Nondesignated Testimony Redacted] (December 3, 2003)

P3037

CID - Richard Allen Knowles (SAP), Deposition Transcript [Nondesignated Testimony Redacted] (May 3, 2004)

P3038

CID 22796 - Clifford Godwin, Jr. (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (January 20, 2004)

P3050

CID - Anthony Donald Kender (Oracle), Deposition Transcript [Nondesignated Testimony Redacted] (May 11, 2004)

P3059

CID - Mark Johnson (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (January 13, 2004)

P3062

CID - Richard Scott Elliott (Kerr-McGee), Deposition Transcript [Nondesignated Testimony Redacted] (May 20, 2004)

P3068

CID - Charles Phillips (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (June 3, 2004)

Unmarked

CID - Jeffrey Owen Henley (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (May 4, 2004)

Unmarked

CID - David L. Dortenzo (Deloitte), Deposition Transcript Volume I [Nondesignated Testimony Redacted] (May 5, 2004)

Unmarked

CID - David L. Dortenzo (Deloitte), Deposition Transcript Volume II [Nondesignated Testimony Redacted] (May 18, 2004)

P3150

SAP - E-Mail: Doyle Kelly to DL Board/DL FMT Baumgartner/Hommel/DelMonte Re: Negative Wall Street Journal Article - 2 Jan. 2004; Article Included: Large Software Customers Refuse to Get With the Program

P3152

SAP - E-Mail: Frankenfield to McDermott Re: Today's Accenture Meeting (March 23, 2004)

P3155

SAP - Win/Loss Analysis Survey Results: York International Corporation (February 28, 2003)

P3171

CID 022793 - Lawrence Joseph Ellison (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (January 20, 2004)

P3172

CID - Lawrence Joseph Ellison (Oracle), Videotaped Deposition Transcript, Excerpts of Pages 00009, 00128–00137 [Nondesignated Testimony Redacted] (January 20, 2004)

P3173

CID - Lawrence Joseph Ellison (Oracle), Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (May 23, 2004)

P3174

CID - Lawrence Joseph Ellison (Oracle), Videotaped Deposition Transcript, Excerpts of Pages 00134–00137, 00142–00151 [Nondesignated Testimony Redacted] (May 23, 2004)

P3187

Microsoft - Web Article: Microsoft Business Solutions Showcases ERP Strategy and Road Map (June 16, 2004)

P3202

Latham & Watkins - Letter: Silverman to Harris Re: Consulting Services (February 27, 2004)

P3251-R

CID - Cynthia Lynn Bates (Microsoft), Deposition Transcript [Nondesignated Testimony Redacted] (May 7, 2004)

P3254-R

CID - William Pollie (SAP), Deposition Transcript [Nondesignated Testimony Redacted] (May 26, 2004)

P3256

CID - Orlando Ayala (Microsoft), Excerpted, Videotaped Deposition Transcript [Nondesignated Testimony Redacted] (May 18, 2004)

P3257

Oracle - USEA Form Completion Guide

P3263

Oracle - E-Mail: Ellison to Henley Re: Smith Barney Initiation: SEBL (3H) - Company Transitioning as CRM is Integrated into ERP (June 19, 2003)

P3264

Oracle - E-Mail: Ellison to Block/Catz/Phillips/Henley Re: Siebel Layoffs Yesterday (July 23, 2003)

P3265

Oracle - E-Mail: Kender to Boucher et al. Re: New Professional Services/PSA Business Unit (February 5, 2003)

P3270

Oracle - USSEC Schedule to Tender Offer - CCBN StreetEvents: Event Transcript, ORCL-Oracle Conference Call (June 6, 2003)

P3291

Lawson - Year-to-Year Comparisons: Lawson Software Operating Results - GAAP and Non-GAAP Views (Q4 and FY 03–04)

P3294

Lawson - Win/Loss/Deferral External Interview Notes: Mastercard International, James Lehman, VP of Human Resources (October 16, 2003)

P3298

SAP - Win/Loss Analysis Survey Results: Johnson & Johnson (November 29, 2002)

P3299

SAP - Win/Loss Analysis Survey Results: Johnson & Johnson (March 28, 2003)

P3300

Lawson - Win/Loss/Deferral External Interview Notes: Mayo Foundation, Anthony Wilson, Project Lead (March 9, 2004)

P3301

Lawson - Win/Loss/Deferral External Interview Notes: Hyatt International, Cindy Good, Director (March 11, 2003)

P3302

Lawson - Win/Loss/Deferral External Interview Notes: La Quinta, Colleen Ryan, Project Leader (March 13, 2003)

P3304

Chart - Lawson Software, Inc.: FY 2003 U.S. Based Clients: $500,000+ Total Spend

P3306

META Group - META FACTs: First Albany (June 16, 2003)

P3312

Oracle - E-Mail: O'Niell to VanDecker Re: Heads Up: META Mentioned in Internal Oracle E-Mail in PSFT Lawsuit (September 16, 2003)

P3314

META Group - Research - Microsoft Business Solutions: Strategic Next Step or Misstep? (December 29, 2003)

P3315

META Group - Microsoft Purchase of Navision Signals Push Into European SME Business Market (May 22, 2002)

P3324

Forrester - Forrester Wave: HR Management Systems, by Paul Hamerman (June 25, 2004)

P3325

Oracle - Pricing Intelligence - PeopleSoft: Product Pricing Overview (October 2002)

P3327

Oracle - E-Mail: Ellison to Catz Re: Psft/JDEC (June 2, 2003)

P3328

Oracle - E-Mail: Phillips to Henley/Ellison/Catz Re: Lunch with Sanjay Kumar - His Advice (June 27, 2003)

P3335

Book Excerpt - Softwar: An Intimate Portrait of Larry Ellison and Oracle, Chapter 15 - Enemies, by Matthew Symonds with Commentary by Larry Ellison (Simon & Schuster, 2003)

P3338

Forrester - ERP Applications - Market Maturity, Consolidation, and the Next Generation, by Paul Hamerman and Byron Miller (April 2, 2004)

P4014-A

Elzinga - Curriculum Vitae: Kenneth G. Elzinga

P4015-B

Chart - Tabulation of Discount Approval Forms

P4018-A

Iansiti - Curriculum Vitae: Marco Insiti (March 2004)

P4038-R

Greyhound - Detailed Business Case for Implementing a Human Resource Management System Strategy: Compiled and Presented by EIMS Project Core Team (April 2002)

P4062

North Dakota - The Value of ConnectND: Return on Investment and Benefits Analysis Update, Draft (March 12, 2004)

P4068

North Dakota - Microsoft Great Plains ERP Solution: Identified Concerns, Update (June 19, 2001)

P4072

North Dakota - RFP for an ERP System (September 18, 2002)

P4073

North Dakota - E-Mail: Relf to Wolfe Re: Oracle Response to Maximus ERP Matrix (October 15, 2001)

P4074-R

Nextel - Financial, HR, Procurement Systems Overhaul Project: FSO Project Kick-Off Conference Call (October 14, 2002 & 10/15/2002)

P4075-R

Nextel - Financial, HR, Procurement Systems Overhaul Project: Executive Vision Follow-Up Session (September 26, 2002)

P4076

Nextel - Business Requirements: Accounting & Finance (December 29, 2003)

P4077

Nextel - Business Requirements: Human Resources (December 29, 2003)

P4079

Nextel - Business Requirements: Tax (December 29, 2003)

P4080-R

Nextel - Financial, HR, SCM, Tax Systems Overhaul: Software Selection Update, Steering Committee (December 9, 2002)

P4081-R

Nextel - NexStep: Business Case Update, Version 1 (August 27, 2003)

P4154

Oracle - E-Mail: Woods to Summers Re: PeopleSoft (February 20, 2003)

P4327

Oracle - USSEC Schedule to Tender Offer Statement Pursuant to Section 14(d)(1), PeopleSoft, Inc. - Pepper Acquisition Corp., Oracle Corporation (June 6, 2003)

P4327
Second Copy

Oracle - USSEC Schedule to Tender Offer Statement Pursuant to Section 14(d)(1), PeopleSoft, Inc. - Pepper Acquisition Corp., Oracle Corporation (June 6, 2003)

P4484

SAP - Sales Briefing: JDE Edwards-PeopleSoft-Oracle Acquisition Events, Competitive Market Intelligence (CMI) & Global Marketing (June 2003)

P4771

North Dakota - Letter: Kost to Wolfe Re: Documents Outlining Evaluation Activities for ND ERP Solution (April 10, 2001)

P4875

JDEC - JD Edwards Product Market Strategy: Making it Actionable, Discussion Document (May 31, 2001)

P4951

PeopleSoft - Account Plan: McDonalds, Prepared by Ernst & Govern, Update (April 9, 2001)

P4962

PeopleSoft - Executive Briefing Document for 11/21/2002 Meeting in Herndon, VA (November 18, 2002)

P4964

PeopleSoft - Internal Plan Letter: Target Corporation (June 14, 2003)

P4965

PeopleSoft - Pricing Policy for Products & Support Services (April 22, 2003)

P4970

PeopleSoft - E-Mail: Brady to Parker Re: Urgent Information Required - Oracle Displacements (July 16, 2003)

P4999

Oracle - Forecast Summary Report (September 9, 2003)

Unmarked

Chart - Demonstrative Exhibit: New PeopleSoft/JDE Software Customers (FY 03–08)

Unmarked

Chart - Demonstrative Exhibit: PeopleSoft Employee Cuts and J.D. Edwards Employee Cuts [Numeric and % Change] (FY 03–05)

Unmarked

Elzinga - Expert Witness Demonstrative Exhibit: Conclusions of Professor Kenneth G. Elzinga

Unmarked

Iansiti - Expert Witness Demonstrative Exhibit: 3 Vendors Satisfy the HRM and FMS High Function Requirements of Enterprises

Unmarked

McAfee - Expert Witness Demonstrative Exhibit: Nature of Assignment

Unmarked

McAfee - Expert Witness Demonstrative Exhibit: Summary Statistics

Unmarked

McAfee - Expert Witness Demonstrative Exhibit: Regression on Oracle's Percentage Discounts (Including Exhibit P4023-B)

Unmarked

McAfee - Expert Witness Demonstrative Exhibit: Regression on Oracle's Incremental Percentage Discounts (Including Exhibit P4023-A)

Unmarked

McAfee - Expert Witness Demonstrative Exhibit: Regression Analyses: Conclusions

Unmarked

Zmijewski - Expert Witness Demonstrative Exhibit: Slides 1–43 (July 1, 2004)


Defense Exhibits

D5403-R

Nextel - Financial, HR, SCM, Tax Systems Overhaul: Project Update, Paul Saleh (November 26, 2002)

D5822-R

Microsoft - E-Mail: Bates to Ballmer/Gates/Burgum/Flessner/Rudder/Emerson Re: Mensa/Sagittarius combination (June 17, 2003); and Project Constellation: Opportunity Review Material

D5890

PeopleSoft - Market Intelligence: Competitive Update, HRMS by Pasackow & Moerbeck (February 21, 2002)

D5910

PeopleSoft - E-Mail: Wilmington to Brzusek Re: Phil Wilmington Approval Needed - Amerigroup Summary (December 14, 2001)

D5955

PeopleSoft - E:mail: Conway to Lauten Re: Accenture and SAP (November 2, 2003)


Legend

CID Civil Investigative Demand
CSFB Credit Suisse First Boston
ERP Enterprise Resource Planning
R Redacted Exhibit
RFI Request for Information
RFP Request for Proposals
USEAF US Executive Approval Form (Discount Approval Form)
Updated February 25, 2022

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