Will SAP Acquire Teradata to Extinguish the Lawsuit?
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Our view is that it is quite likely that Teradata would win its anti-competitive complaint against SAP. We are less convinced around the IP theft claims in the lawsuit. Not because SAP is not as an ordinary course consistently reverse-engineering other companies’ products, particularly those they are partners with, as we covered in Did SAP Invent the Wheel with HANA? But SAP has a partnership agreement with Teradata, which will have IP sharing clauses. SAP can point to two acquisitions (Trex and P*Time) which SAP purchased around a year before HANA was introduced and are the …