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TRADEMARKS PROF. JANICKE FALL 2018.

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Presentation on theme: "TRADEMARKS PROF. JANICKE FALL 2018."— Presentation transcript:

1 TRADEMARKS PROF. JANICKE FALL 2018

2 IP Survey -- Trademarks
TO BE A “MARK”: WORDS OR SYMBOL HAS TO SERVE AS A BRAND MEANING: IT HAS TO DISTINGUISH ONE’S GOODS OR SERVICES FROM THOSE OF OTHERS 2018 IP Survey -- Trademarks

3 IP Survey -- Trademarks
TO BE A “MARK”: HAS TO BE USED PHYSICALLY: ON THE GOODS, or ON GOODS’ CONTAINERS, or ON POINT-OF-SALE DISPLAYS OF GOODS, or IF THESE METHODS ARE IMPRACTICAL, ON INVOICES OR SHIPPING DOCUMENTS, or IN CATALOGS OR WEBSITES ADVERTISING THE GOODS 2018 IP Survey -- Trademarks

4 OWNERSHIP OF SUCH A MARK REQUIRES USE IN COMMERCE
THINKING OF THE MARK WILL NOT SUFFICE NO USE = NO OWNERSHIP 2018 IP Survey -- Trademarks

5 IP Survey -- Trademarks
FOR A SERVICE MARK, THE USE CAN BE: ON SIGNS, ADS, OR PAPERS CONNECTED TO THE SERVICE 2018 IP Survey -- Trademarks

6 IP Survey -- Trademarks
TO OWN A “MARK”: THE MARKED GOODS OR SERVICES HAVE TO PASS IN COMMERCE LOCAL, FOR STATE RIGHTS INTERSTATE OR FOREIGN, FOR FEDERAL RIGHTS 2018 IP Survey -- Trademarks

7 IP Survey -- Trademarks
FEDERAL USE IN COMMERCE: CAN BE ACTUAL CAN BE BONA FIDE INTENDED (WITH TIME LIMITS) 2018 IP Survey -- Trademarks

8 IP Survey -- Trademarks
PROTECTION RIGHTS BEGIN UPON FIRST USE [ACTUAL OR CONSTRUCTIVE BY FILING] REGISTRATION IS NOT NECESSARY CAN SUE FOR INFRINGEMENT OF AN UNREGISTERED MARK DONE UNDER UNFAIR COMPETITION PROVISION OF THE TRADEMARK ACT 2018 IP Survey -- Trademarks

9 IP Survey -- Trademarks
CASE BLUE BELL v. FARAH 2018 IP Survey -- Trademarks

10 IP Survey -- Trademarks
WHAT IS INFRINGEMENT? USE, IN COMMERCE, OF A MARK IN SUCH MANNER, CONSIDERING THE GOODS OR SERVICES INVOLVED, AS TO CREATE A LIKELIHOOD OF CONFUSION AMONG PURCHASERS 2018 IP Survey -- Trademarks

11 IP Survey -- Trademarks
CONFUSION LIKELIHOOD AS TO SOURCE AS TO SPONSORSHIP AS TO AFFILIATION AS TO APPROVAL 2018 IP Survey -- Trademarks

12 IP Survey -- Trademarks
CONFUSION LIKELIHOOD SUBSTANTIAL NUMBER OF PERSONS PROBLEM OF LANGUAGE TRANSLATION DEPENDS HOW MANY SPEAK IT IN U.S. 2018 IP Survey -- Trademarks

13 STRONG-WEAK MARKS FOR JUDGING LIKELIHOOD OF CONFUSION
#1 -- COINED (MEANINGLESS WORDS) -- e.g., KODAK, OREO: STRONGEST OF ALL ENTITLED TO THE WIDEST SCOPE OF PROTECTION MODAK, DODAK, KODAR, FOR FILM OR DOREO FOR COOKIES WILL BE HELD INFRINGING 2018 IP Survey -- Trademarks

14 IP Survey -- Trademarks
#2 -- ARBITRARY – e.g. APPLE, SUN, SHELL: ALSO VERY STRONG FOR COMMUNICATION DEVICES AND COMPUTERS (APPLE), OR FOR OIL PRODUCTS (SUN, SHELL) NOTE: SUN ALSO ARBITRARY FOR SOFTWARE (SUN MICROSYSTEMS) 2018 IP Survey -- Trademarks

15 IP Survey -- Trademarks
JACK-IN-THE-BOX TOYS PREEXISTED; ARBITRARY FOR RESTAURANT SERVICES RITZ ARBITRARY FOR CRACKERS, 1934; HOTEL PREEXISTED, LONDON 1906 2018 IP Survey -- Trademarks

16 IP Survey -- Trademarks
#3 -- SUGGESTIVE (e.g. MILKY WAY; COPPERTONE) – OK, BUT WEAKER “CREAMY WAY,” “BRONZETONE” MIGHT BE HELD NONINFRINGING #4 -- DESCRIPTIVE (e.g. TASTEE BREAD, SUPERIOR WATERBEDS), and SURNAMES (WATERMAN FOR PENS, FORD FOR CARS) ARE NOT PROTECTED AT ALL RIGHT AWAY ARE PROTECTED WHEN THEY HAVE ACQUIRED DISTINCTIVENESS 2018 IP Survey -- Trademarks

17 IP Survey -- Trademarks
NOTE: “DESCRIPTIVE” INCLUDES GEOG. DESCRIPTIVE (e.g. SOUTHWEST FOR AIRLINE SERVICES; HOUSTON CHRONICLE FOR NEWSPAPERS) WERE NOT PROTECTED (OWNED) AT ALL AT FIRST 2018 IP Survey -- Trademarks

18 IP Survey -- Trademarks
#5 -- GENERIC NAME OF ARTICLE (e.g. ASPIRIN) CANNOT SERVE AS A MARK CANNOT ACQUIRE DISTINCTIVENESS – IT’S PART OF THE LANGUAGE 2018 IP Survey -- Trademarks

19 INFRINGEMENT: LIKELIHOOD OF CONFUSION
CASES XTREME [PART 1] STREETWISE QUILL 2018 IP Survey -- Trademarks

20 BENEFITS OF REGISTRATION
WHILE NOT NEEDED FOR OWNING EXCLUSIVE RIGHT TO USE A MARK, OR FOR SUING INFRINGERS, THERE ARE MANY BENEFITS TO A FEDERAL REGISTRATION: BY FILING AN APPLICATION, CAN RESERVE A MARK BASED ON INTENDED USE IF REGISTERED, EXCLUSIVE RIGHT TO USE THE MARK IS PRESUMED “INCONTESTABLE” AFTER 5 YEARS 2018 IP Survey -- Trademarks

21 MORE BENEFITS OF FED. REGISTRATION
IN ADDITION TO OWNERSHIP, VALIDITY OF THE MARK IS PRESUMED e.g., NOT CONFUSINGLY SIMILAR TO MARK OF AN EARLIER USER U.S. CUSTOMS SERVICE WILL ASSIST AGAINST INFRINGING IMPORTATIONS 2018 IP Survey -- Trademarks

22 MORE BENEFITS OF FED. REGISTRATION
PRIMA FACIE EVIDENCE OF OWNERSHIP OF THE MARK PRIMA FACIE EVIDENCE OF FIRST ACTUAL USE IN COMMERCE GUARANTEED PROOF OF FIRST COMMERCIAL USE AS OF THE FILING DATE (CONSTRUCTIVE) 2018 IP Survey -- Trademarks

23 MORE BENEFITS OF FED. REGISTRATION
PRIMA FACIE EVIDENCE OF NOT-MERELY-DESCRIPTIVE PRIMA FACIE EVIDENCE OF NOT-MERELY-A-SURNAME PRIMA FACIE EVIDENCE OF NON-GENERICNESS 2018 IP Survey -- Trademarks

24 MORE BENEFITS OF REGISTRATION
PRIMA FACIE EVIDENCE OF NO CONFUSING SIMILARITY TO EARLIER USERS 2018 IP Survey -- Trademarks

25 IP Survey -- Trademarks
“RESERVING” A MARK CAN NOW FILE APPL. TO REGISTER BASED ON INTENT TO USE PROVIDES CONSTRUCTIVE USE AS OF FILING DATE MUST ACTUALLY USE IN COMMERCE PRIOR TO REGISTRATION 2018 IP Survey -- Trademarks

26 TIME LIMITS FOR INTENT-TO-USE APPLICATIONS
APPLICATION IS EXAMINED IN THE USUAL WAY IF O.K., A NOTICE OF ALLOWANCE OF REGISTRATION WILL BE SENT APPLICANT MUST ACTUALLY USE, AND FILE AFFIDAVIT OF USE, WITHIN 6 MONTHS OF THE NOTICE CAN BE EXTENDED BY PETITION, UP TO 24 MONTHS 2018 IP Survey -- Trademarks

27 IP Survey -- Trademarks
CAVEAT: IF USE DOES NOT OCCUR, OR REGISTRATION IS NOT FINALLY OBTAINED: EVERYTHING COLLAPSES CONSTRUCTIVE USE DATE VANISHES A LATER USER COULD NOW BE “FIRST” NO PRESUMPTIONS 2018 IP Survey -- Trademarks

28 IP Survey -- Trademarks
ABANDONMENT OF MARK IF 1ST USER CEASES USE, THE MARK STANDS ABANDONED UNLESS THERE IS ANOTHER USER OTHER USER BECOMES “FIRST” IF NO OTHER USER, ANYONE CAN PICK IT UP – AND BECOME OWNER 2018 IP Survey -- Trademarks

29 IP Survey -- Trademarks
INTENT-TO-USE IF THE FAVORED PROCEDURE FOR CLIENTS TODAY GIVES A CLUE ABOUT REGISTRABILITY, PRIOR TO SPENDING MONEY ADVERTISING THE BRAND GIVES A CHANCE FOR CHANGE-OF-MIND, WITHOUT SERIOUS EXPENDITURE [TM APPL. FILING FEE: $325 ONLINE; $375 IN PAPER] 2018 IP Survey -- Trademarks

30 IP Survey -- Trademarks
2 ACTUAL USERS IN COMMERCE 2ND USER REGISTERS FIRST 1ST USER OWNS THE MARK 2ND USER’S REGISTRATION WILL BE CANCELLED 2018 IP Survey -- Trademarks

31 IP Survey -- Trademarks
WHAT HAPPENS IF 1ST USER CEASES TO USE: 2ND USER BECOMES “FIRST” (FROM THEN ON) 2018 IP Survey -- Trademarks

32 IP Survey -- Trademarks
WHAT HAPPENS IF X FILES INTENT-TO-USE APPLICATION Y THEN ACTUALLY USES FIRST IF X GETS THE REGISTRATION, Y WILL HAVE TO STOP USING TRUE EVEN IF Y HAS REGISTERED BEFORE X [Y’S REG. WILL BE CANCELLED] 2018 IP Survey -- Trademarks

33 IP Survey -- Trademarks
CASE PARK ’N FLY 2018 IP Survey -- Trademarks

34 IP Survey -- Trademarks
EXAMPLES OF MARKS 2018 IP Survey -- Trademarks

35 IP Survey -- Trademarks
TRADEMARK (FOR CONTAINER OF SCOTCH) U.S. Reg. 696,147 2018 IP Survey -- Trademarks

36 IP Survey -- Trademarks
U.S. REG. 2,085,197 2018 IP Survey -- Trademarks

37 IP Survey -- Trademarks
U.S. Reg. 2018 IP Survey -- Trademarks

38 IP Survey -- Trademarks
COLLECTIVE MARK (ALUMNI ASSOCIATION); also A SERVICE MARK (UNIVERSITY): 2018 IP Survey -- Trademarks

39 IP Survey -- Trademarks
SERVICE MARK (OILFIELD FIRE-FIGHTING): 2018 IP Survey -- Trademarks

40 IP Survey -- Trademarks
11965 HP PRODUCTS, an Ohio company tubing and fittings for conveyors 2018 IP Survey -- Trademarks

41 IP Survey -- Trademarks
2018 IP Survey -- Trademarks

42 IP Survey -- Trademarks
2018 IP Survey -- Trademarks

43 IP Survey -- Trademarks
2018 IP Survey -- Trademarks

44 IP Survey -- Trademarks
COLLECTIVE MEMBERSHIP MARK (USED BY MEMBERS, NO COMMERCE NEEDED): 2018 IP Survey -- Trademarks

45 IP Survey -- Trademarks
COLLECTIVE TRADEMARK (USED BY VENDORS, UNDER CENTRAL QC): 2018 IP Survey -- Trademarks

46 IP Survey -- Trademarks
CERTIFICATION MARK FOR CLOTHING: 2018 IP Survey -- Trademarks

47 IP Survey -- Trademarks
CASE QUALITEX 2018 IP Survey -- Trademarks

48 THE SUPPLEMENTAL REGISTER
GIVES NO LEGAL RIGHTS NO PRIORITY NO PRESUMPTIONS CAN BE AN EFFECTIVE WARNING TO LATER PLAYERS 2018 IP Survey -- Trademarks

49 NATURE OF RIGHTS IN MARKS
PREVENT OTHERS FROM USING SIMILAR MARK WHERE CONFUSION WOULD BE LIKELY NOT A RIGHT TO PREVENT ALL USES: “CADILLAC” FOR CARS AND DOG FOOD “CHAMPION” FOR PAPER AND BOXING GLOVES AND SPARK PLUGS 2018 IP Survey -- Trademarks

50 DURATION OF EXCLUSIVE RIGHT IN A MARK
AS LONG AS YOU ARE USING IT IN COMMERCE, PROVIDED - - IT DOES NOT BECOME GENERIC IT DOES NOT LOSE ITS CHARACTER AS SINGLE-SOURCE INDICATOR 2018 IP Survey -- Trademarks

51 PRACTICAL BENEFIT OF REGISTRATION
OTHERS WILL FIND OUT ABOUT YOUR RIGHTS, AND WON’T ADOPT SIMILAR MARK CHEAP POLICING 2018 IP Survey -- Trademarks

52 IP Survey -- Trademarks
CASE SLOPPY JOE’S 2018 IP Survey -- Trademarks

53 THE THORN: PERMANENT LOCAL USE RIGHTS for SECOND USER
THE ONE BIG PROBLEM FOR THE FIRST USER IN COMMERCE SECOND USER CAN GET PERMANENT LOCAL RIGHTS TO USE IF CONFUSION, FIRST USER MUST STAY OUT! 2018 IP Survey -- Trademarks

54 PERMANENT 2nd USER LOCAL RIGHTS
LEGAL REQUIREMENTS: (1) 2ND USER IS FIRST TO USE* IN A LOCALE (STATES OR PARTS THEREOF) (2) 2ND USER HAS NO KNOWLEDGE OF PRIOR USER ELSEWHERE AT TIME OF 2ND USER’S ADOPTION 2018 IP Survey -- Trademarks

55 PERMANENT 2nd USER RIGHTS
FOR MANY YEARS, THE CUTOFF DATE FOR ESTABLISHING LOCAL RIGHTS WAS THE FEDERAL REGISTRATION DATE REGISTRATION PROVIDED CONSTRUCTIVE NOTICE (SEE § 1072), THEREBY BLOCKING CONDITION (2) 2018 IP Survey -- Trademarks

56 PERMANENT 2nd USER RIGHTS
NOW, CONGRESS HAS PROVIDED THAT A FEDERAL REGISTRATION CONSTITUTES CONSTRUCTIVE USE EVERYWHERE AS OF THE FILING DATE (§1057(c)) THIS BLOCKS CONDITION (1) FIRST LOCAL USER AFTER THE FED. FILING DATE 2018 IP Survey -- Trademarks

57 PERMANENT 2nd USER RIGHTS
REGISTRATION AS CONSTRUCTIVE NOTICE IS NOW MOOT, BECAUSE: THE POSSIBILITY OF CREATING NEW LOCAL RIGHTS ENDED AT THE FILING DATE i.e., FILER IS DEEMED TO BE USING EVERYWHERE 2018 IP Survey -- Trademarks

58 IP Survey -- Trademarks
2nd USER RIGHTS CASE: MISTER DONUT 2018 IP Survey -- Trademarks

59 QUASI-MARKS AND NON-MARKS
WALK THROUGH § 1052 THESE CONDITIONS FOR “REGISTRATION” ARE APPLIED BY COURTS IN DECIDING “PROTECTION” FOR UNREGISTERED MARKS 2018 IP Survey -- Trademarks

60 QUASI-MARKS AND NON-MARKS
START WITH 1052 (a) - (d): TELLS US MANY PROBLEMS ARE INCURABLE 2018 IP Survey -- Trademarks

61 QUASI-MARKS AND NON-MARKS
THE (e) GROUP – SOME ARE CURABLE: DESCRIPTIVE GEOGRAPHIC SURNAMES SOME NOT CURABLE: DECEPTIVELY MISDESCRIPTIVE 2018 IP Survey -- Trademarks

62 QUASI-MARKS AND NON-MARKS
FUNCTIONAL (WORRY: MARK PROTECTION CAN LAST FOREVER) EXAMPLE: SHAPE OF A DESK LAMP THIS OBSTACLE CANNOT BE CURED 2018 IP Survey -- Trademarks

63 WHO HAS THE RIGHT? THE PROBLEM OF “GRAY GOODS”
MEANING OF GRAY GOODS: GOODS THAT WERE AUTHENTIC AT POINT OF FIRST SALE, BUT WERE NOT INTENDED TO MOVE ACROSS BORDERS PRICING CAN BE CONSIDERABLY LOWER IN FIRST SALE 2018 IP Survey -- Trademarks

64 IP Survey -- Trademarks
ATTRACTIVE TO BROKER-TYPE BUYERS / RESELLERS, WHO BRING THE GOODS HERE E.G., MERCEDES CARS BOUGHT IN GREECE, SHIPPED HERE AND RESOLD COMPLAINERS: DISTRIBUTORS, DEALERS, AND OTHER MIDDLEMEN CONNECTED TO THE U.S. MARK OWNER 2018 IP Survey -- Trademarks

65 IP Survey -- Trademarks
WHY DIFFERENT MARK OWNERS SOMETIMES? ARISES FROM CORPORATE SELLOFFS OF LINES OF BUSINESS IN SOME COUNTRIES BUT NOT OTHERS WHEN FOREIGN BUSINESS IS SOLD OFF, MARKS USUALLY GO WITH IT CAN ALSO ARISE FROM LICENSING [IP MAXIMIZATION] 2018 IP Survey -- Trademarks

66 IP Survey -- Trademarks
GRAY GOODS U.S. RULE: IF MARK OWNER IN SOURCE COUNTRY AND U.S. IS SAME OR RELATED COMPANY, NO RELIEF AGAINST GRAY IMPORTATION IF MARK OWNERS ARE UNRELATED, RELIEF IF QUALITY IS LOWER THAN IN U.S. ORIGIN 2018 IP Survey -- Trademarks

67 WHAT IS NOT INFRINGEMENT
FAIR USE TO DESCRIBE: JANICKE’S COMPUTER RENTAL WE RENT ALL TYPES, INCLUDING COMPAQ®, IBM®, AND DELL® § 1115 (4) JANICKE’S COMPUTER RENTAL WE RENT ALL TYPES INCLUDING APPLE® AND SAMSUNG® 2018 IP Survey -- Trademarks

68 IP Survey -- Trademarks
N.B. NO GENERAL RIGHT TO USE YOUR OWN NAME IN BUSINESS MOST ATTEMPTS FAIL NO POINT IN CHANGING YOUR NAME TO JOHNNY WALKER IF YOU ARE GOING TO SELL WHISKY 2018 IP Survey -- Trademarks

69 IP Survey -- Trademarks
N.B. STATEMENTS OF DISCONNECTEDNESS USUALLY FAIL “not affiliated with the John Walker company of Scotland” COURTS SAY CONFUSION IS STILL LIKELY >>> 2018 IP Survey -- Trademarks

70 IP Survey -- Trademarks
CASE AMBASSADOR EAST v. ORSATTI 2018 IP Survey -- Trademarks

71 IP Survey -- Trademarks
A WORD ABOUT DILUTION WHEN THERE IS NO INFRINGEMENT BECAUSE NO LIKELIHOOD OF CONFUSION -- BUT THE ACTS OF D SOMEHOW CHEAPEN OR TARNISH OR REDUCE THE VALUE OF P’S MARK 2018 IP Survey -- Trademarks

72 IP Survey -- Trademarks
A WORD ABOUT DILUTION A MADE-UP EXAMPLE: “CADILLAC” FOR CARS FOLLOWED MANY YEARS LATER BY: “CADILLAC” FOR DOG FOOD 2018 IP Survey -- Trademarks

73 IP Survey -- Trademarks
A WORD ABOUT DILUTION DILUTION ACTION AVAILABLE ONLY FOR “FAMOUS” MARKS NO DAMAGES NORMALLY INJUNCTIVE ONLY § 1125 (c) 2018 IP Survey -- Trademarks

74 IP Survey -- Trademarks
REMEDIES 2018 IP Survey -- Trademarks

75 IP Survey -- Trademarks
INJUNCTIVE NO INTELLECTUAL PROPERTY WITHOUT EXCLUSION POWER CONSIDER LAND OR CAR ANALOGY: IF ONLY DAMAGES, YOU ARE MERELY IN THE FEE-COLLECTING BUSINESS 2018 IP Survey -- Trademarks

76 IP Survey -- Trademarks
INJUNCTIVE PRELIMINARY PERMANENT §1116 (a) ABOUT 4,000 TRADEMARK SUITS FILED ANNUALLY ABOUT 45 GO TO TRIAL SETTLEMENTS OFTEN INCLUDE CONSENT INJUNCTION 2018 IP Survey -- Trademarks

77 IP Survey -- Trademarks
MONETARY D’S PROFITS OR P’S DAMAGES [DIFFICULT TO SHOW] COURT CAN TREBLE P’S DAMAGES IF D’S PROFITS AS REMEDY IS TOO SMALL/LARGE, COURT CAN ENTER A “JUST” AMOUNT § 1117 (a) 2018 IP Survey -- Trademarks

78 IP Survey -- Trademarks
ATTORNEY’S FEES “EXCEPTIONAL CASES” ONLY USUALLY MEANS WILLFUL INFRINGEMENT § 1117 (a) 2018 IP Survey -- Trademarks

79 IP Survey -- Trademarks
DESTRUCTION A NICE MEDIEVAL REMEDY ALL INFRINGING LABELS, AND THE MEANS OF MAKING THEM [PRINTING GEAR, INCL. COMPUTERS?] § 1118 2018 IP Survey -- Trademarks

80 IP Survey -- Trademarks
DEFENDANT’S REMEDIES ATTORNEY’S FEES IN EXCEPTIONAL CASES § 1117 (a) ORDER TO CANCEL REGISTRATION § 1119 2018 IP Survey -- Trademarks

81 IP Survey -- Trademarks
CASES: KELLOGG XTREME [PART 2] MATAL v. TAM 2018 IP Survey -- Trademarks


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