Greg R. Vetter

Trademarks, Spring 2016

Course Description

This course covers trademark law through statutes and cases.

Generally Applicable Syllabus Information

Please read carefully the Generally Applicable Syllabus Information. This document sets forth course policy for attendance, preparation and participation, use of computers, examination and grading, and other items. A complete understanding of this document is necessary to take full meaning from the Class Schedule and Other Information set forth immediately below.

Class Schedule and Other Information

Name: Trademark & Unfair Competition
Course # / Section #: 5317 / 25143
Place: 3 BLB
Time: Tuesday and Thursday, 1:00 p.m. to 2:20 p.m. (2 class sessions per week; 1.5 credits per class session, which is 75 minutes; class runs 80 minutes so that after the first fifteen classes a full class will have been gained, after which class will stop at 2:15 p.m.)
UHLC Listing: http://www.law.uh.edu/schedule/class_information.asp?cid=13547
 
Required Text:

Barton Beebe, Trademark Law: An Open Source Casebook, ver. 2.0 (http://tmcasebook.org).

Supplement?: There is no requirement to purchase a statutory supplement.
Prerequisites None.
Grading: The course grade will be based on an open-materials final exam during the regularly scheduled exam time.
Brief Description of Coverage: This class will meet in two 1.5 credit-hour blocks each week. The coverage goal is approximately twenty to thirty pages per block. Assignments will be detailed in the table below as the semester progresses.
 
Absences Limit: Assuming one class meeting a week, six or less absences constitutes attendance meeting the eighty percent requirement. More than six absences means that the eighty percent requirement is not met.
Attendance will be taken via a roll sheet passed throughout the class each session.
"Pick your seat" seating chart date: The second class session during the first week of class:
- Thursday, January 21, 2016
 
Final Exam Date/Time: May 5, 2016; 1 p.m. to 4 p.m.
Final Exam Information: click here for the Final Exam page.
First day/week's assignment: Read this course web page, the linked Generally Applicable Syllabus Information, and the assignments detailed in the table below for the first day/week of class.
 
Class Evaluation Day { forthcoming }
Audio Recording of Class Sessions I will audio tape the class sessions using a portable recorder attached to my person and post links to the audio tracks on the class web site for the sole and limited educational purpose of allowing students to stream the recorded sessions to review or to enable students who missed a class to hear the class presentation. Any audio tracks created will be deleted and destroyed after the final exam for the class. Since I call on students, there is a slight chance that your contributions to class discussion, whether voluntary or while on call, may be included in the audio recording. The chance is slight because the recording technology I use does a poor job of picking up any voices other than my own. Your continued registration in this class indicates your acquiescence to any such incidental recording for the purposes described above unless, if you have concerns about this, please come speak with me as soon as possible but in no event later than the first day of the second week of class.
Cancellation Day(s)

Thursday, Feb. 18, 2016; Thursday, Mar. 10, 2016

Speaker Day(s):

Tuesday, March 22, 2016: Elizabeth W. King, Sutton McAughan Deaver, http://www.smd-iplaw.com/elizabeth-king

Tuesday, March 29, 2016: Yoo-Sun Park, Coca Cola; and Jennifer Sickler, Thompson and Knight, http://www.tklaw.com/jennifer-sickler

Thursday, April 21, 2016: Walt Bratic, OverMont Consulting, LLC, http://www.overmont.com/walt_bratic.html

Makeup for Cancelled Day(s):

One cancelled class day is made up by running class an extra five minutes for the first 15 classes.
The second cancelled class day is made up with a scheduled makeup day, that schedule is Friday, April 8, 2016, from 1:00 p.m. until 2:15 p.m., in BLB-3

UHLC MediaSite link for catalog of class recordings (cougarnet credentials required for access):

http://uh.mediasite.com/mediasite/Catalog/catalogs/trademark-vetter

Contact Information and Office Hours

These are posted on my home page at:

www.law.uh.edu/faculty/gvetter/

Course Materials Links by Category

The links below are for general reference and may be used for some class assignments.

 

Trademark Law

Course Coverage Table

The tables immediately below provide the detailed assignments for this course. It also may provide links to materials for each class and other items related to the course. In order to allow flexibility in the class, assignments beyond those posted for the next week are subject to change; therefore, students who may wish to read ahead are urged to contact the professor before doing so. The rate of progress through the modules depends on the class dynamics.

Class presentation slides are provided as links below in association with each module title. I will generally have the slides available a day or two before a class session. If students want hardcopy of the slides for use during class, please download and print the linked slides file.

After each class session, the class date will become a hyperlink to the audio for that class.

Case names are listed in the table below as assignments.

The call group assignment list is posted here for downloading as a .pdf file, with a password required to open the file. That password was given out in class.

Module 1: Introduction
Assignment Page(s) Comment/Notes
{resv}
Date
Call Group
Introduction
1-3
Jan. 19
All
McKenna article excerpt
3-11
Trade-Mark Cases 100 U.S. 82 (1879)
11-16
Statutory Developments
17-21
Policy
22-28
Trademark Law as a part of Intellectual Property
28-31
Module 2: Part 1 - Establishing Trademark Rights
Assignment Page(s) Comment/Notes
{resv}
Date
Call Group
Naming exercise
n/a
Jan. 21
All
Introduction to Distinctiveness
5-11
Jan. 26
L
Abercrombie & Fitch Co. v. Hunting World, Inc., 537 F.2d 4 (2d Cir. 1976)
11-17
Suggestive versus Descriptive Marks
17-18
Zatarains, Inc. v. Oak Grove Smokehouse, Inc. 698 F.2d 786 (5th Cir. 1983)
19-21
Innovation Ventures, LLC v. N.V.E., Inc. 694 F.3d 723 (6th Cir. 2012)
21-23
Classification of Other Kinds of Marks
33-40
skip Zobmondo
Acquired Distinctiveness of Source
40-42
Jan. 28
L
Frosty Treats Inc. v. Sony Computer Entertainment America, 426 F.3d 1001 (8th Cir. 2005)
42-46
Cartier, Inc. v. Four Star Jewelry Creations, Inc., 348 F.Supp.2d 217 (S.D.N.Y. 2004)
46-50
Feb. 2
R
Comments and Discussion
55-56
skip Board of Supervisors
Genericness
56-58
Frito-Lay North America, Inc. v. Princeton Vanguard, LLC, 109 U.S.P.Q.2d 1949 (TTAB 2014)
59-74
Frito-Lay North America, Inc. v. Princeton Vanguard, LLC, No. 14 Civ. 1517, __ F.3d __ (Fed. Cir. May 15, 2015)
74-83
Further Examples of Abercrombie Classifications
83-87
Feb. 4
R
The Distinctiveness Analysis of Nonverbal Marks
87-89
Two Pesos, Inc. v. Taco Cabana, Inc. 505 U.S. 763 (1992)
90-106
Qualitex Co. v. Jacobson Products Co., Inc. 514 U.S. 159 (1995)
107-117
Feb. 9
L
Product Packaging Trade Dress and Product Configuration Trade Dress
117-118
Wal-Mart Stores, Inc. v. Samara Bros., Inc. 529 U.S. 205 (2000)
119-126
In re Slokevage 441 F.3d 957 (Fed. Cir. 2006)
126-131
McKernan v. Burek 118 F.Supp.2d 119 (D.Mass. 2000)
131-132
Feb. 11
L
Best Cellars, Inc. v. Wine Made Simple, Inc. 320 F.Supp.2d 60 (S.D.N.Y. 2003)
132-134
Fedders Corp. v. Elite Classics 268 F. Supp. 2d 1051 (S.D. Ill. 2003)
134-135
In re Brouwerij Bosteels 96 U.S.P.Q.2d 1414 (TTAB 2010)
135-136
Art Attacks Ink, LLC v. MGA Entertainment Inc. 581 F.3d 1138 (9th Cir. 2009)
136
Analyzing the Inherent Distinctiveness of Product Packaging Trade Dress
137-140
Fun-Damental Too, Ltd. v. Gemmy Industries Corp. 111 F.3d 993 (2d Cir. 1997)
140-144
Feb. 16
R
Amazing Spaces, Inc. v. Metro Mini Storage 608 F.3d 225 (5th Cir. 2010)
144-155
Trade Dress Protection for Retail Store Designs
8 page handout given in class on 2/16/2016
Analyzing the Acquired Distinctiveness of Nonverbal Marks
160
skip Fuji Water and Star Industries
Bars to Protection
161-164
Functionality
164
Inwood Labs., Inc. v. Ives Labs., Inc. 456 U.S. 844 (1982)
177-179
skip Morton-Norwich
TrafFix Devices, Inc. v. Marketing Displays, Inc. 532 U.S. 23 (2001)
179-186
Feb. 23
L
Valu Engineering, Inc. v. Rexnord Corp. 278 F.3d 1268 (Fed. Cir. 2002)
187-189
Eppendorf-Netheler-Hinz GMBH v. Ritter GMBH 289 F.3d 351 (5th Cir. 2002)
190-193
Apple, Inc. v. Samsung Electronics Co. Ltd. __ F.3d __ (Fed. Cir. May 18, 2015)
194-203
Specialized Seating, Inc. v. Greenwich Industries, L.P. 616 F.3d 722 (7th Cir. 2010)
203-206
Aesthetic Functionality
207-209
Feb. 25
L
Pagliero v. Wallace China Co. 198 F.2d 339 (9th Cir. 1952)
209-211
Wallace Int'l Silversmiths, Inc. v. Godinger Silver Art Co. 916 F.2d 76 (2d Cir. 1990)
211-216
Aesthetic Functionality and the Apparel Fashion Industry
216
Christian Louboutin S.A. v. Yves Saint Laurent America Holding, Inc. 696 F.3d 206 (2d Cir. 2012)
217-227
Mar. 1
R
Deceptive and Deceptively Misdescriptive Marks
231-234
skip "The Ninth Circuit and Aesthetic Functionality Doctrine"
In re California Innovations Inc., 329 F.3d 1334 (Fed. Cir. 2003)
234-242
Scandalous and Disparaging Marks
242
In re Marsha Fox 702 F.2d 633 (Fed. Cir. 2012)
242-250
In re Heeb Media, LLC 89 U.S.P.Q.2d 1071 (TTAB 2008)
251-261
Marks that May Falsely Suggest a Connection
262
Mar. 3
R
In re Nieves & Nieves LLC 113 U.S.P.Q.2d 1629 (TTAB 2015)
262-271
Use as a Prerequisite for Rights
272-274
Mar. 8
L
Planetary Motion, Inc. v. Techsplosion, Inc. 261 F.3d 1188 (11th Cir. 2001)
282-297
skip Aycock Engineering
Trademark Registration
298-305
skip M.Z. Berger
Process of Registration
315-327
skip Park 'N Fly
PTO registration timelines
In re Tam (Fed. Cir. 2015)
n/a
The band's commentary about the case.
Interview on YouTube of Simon Tam about the case.
An article about the First Amendment issues in the case.
A simple discussion about what free speech means.
A discussion of freedom of speech.
A discussion of strict and mid-level scrutiny for speech and press cases.
The full opinion (110 pages).
Class speaker: Elizabeth W. King
Mar. 22
assigned
The Territorial Extent of Trademark Rights
343-344
Mar. 24
R
United Drug Co. v. Theodore Rectanus 248 U.S. 90 (1918)
344-351
Territorial Extent for Registered Marks
351-354
Concurrent Use and Registration
355-359
The Dawn Donut Rule
359-361
National Borders
361-362
Person's Co., Ltd. v. Christman 900 F.2d 1565 (Fed. Cir. 1990)
362-369
Well-Known Marks
369-370
Grupo Gigante SA De CV v. Dallo & Co., Inc. 391 F.3d 1088 (9th Cir. 2004)
370-383
skip ITC Ltd. v. Punchgini
Visit by Yoo-Sun Park and Jennifer Sickler
Mar. 29
All
Module 3: Part II - Trademark Infringement
Assignment Page(s) Comment/Notes
{resv}
Date
Call Group
Trademark Infringement
3-6
Mar. 31
L
Bosley Medical Institute, Inc. v. Kremer 403 F.3d 672 (9th Cir. 2005)
19-28
skip Rescuecom
Contemporary Applications of the Multifactor Test for the Likelihood of Confusion
40-42
skip Borden Ice Cream, Polaroid
Apr. 5
R
Virgin Enterprises Ltd. v. Nawab 335 F.3d 141 (2d Cir. 2003)
43-58
“Sponsorship or Affiliation” Confusion
84-85
Excerpt from Mark A. Lemley & Mark McKenna, Irrelevant Confusion, 62 Stan. L. Rev. 413, 417-422 (2010)
85-92
Board of Supervisors for Louisiana State University Agricultural & Mechanical College v. Smack Apparel Co. 550 F.3d 465, 484-485 (5th Cir. 2008)
92-94
Initial Interest Confusion
94-95
Multi Time Machine v. Amazon.com __ F.3d __, 2015 WL 4068877 (9th Cir. July 6, 2015)
96-113
Reverse Passing Off
145
Dastar Corp. v. Twentieth Century Fox Film Corp. 539 U.S. 23 (2003)
146-162
Lanham Act § 2(d) Confusion
162-164
Dilution
165-171
Apr. 7
R
Coach Servs., Inc. v. Triumph Learning LLC 668 F.3d 1356 (Fed. Cir. 2012)
172-177
Nike, Inc. v. Nikepal Intern., Inc. 84 U.S.P.Q.2d 1820 (N.D. Cal. 2007)
177-187
Starbucks Corp. v. Wolfe's Borough Coffee, Inc. 736 F.3d 198 (2d Cir. 2013)
188-210
makeup class, same time, 1 p.m., same room, BLB-3, but on Friday, Apr. 8
Apr. 8
R
V Secret Catalogue, Inc. v. Moseley 605 F.3d 382 (6th Cir. 2010)
210-225
Apr. 12
L
Secondary Liability
279
Tiffany (NJ) Inc. v. eBay Inc. 600 F.3d 93 (2d Cir. 2010)
279-297
Cybersquatting
226
Apr. 14
L
Lamparello v. Falwell 420 F.3d 309 (4th Cir. 2005)
239-253
UDRP
253-260
Eastman Sporto Group LLC v. Jim and Kenny Case No. D2009-1688 (WIPO Mar. 1, 2010)
261-273
Uniform Rapid Suspension System
273-275
Facebook Inc. v. Radoslav Claim No. FA1308001515825 (Nat’l Arb. Forum, Sept. 27, 2013)
275-278
{ class on Tuesday, 4/19/2016 is omitted due to the flooding and inability to schedule makeups near the end of the semester }
Module 4: Part III - Defenses to Trademark Infringement and Related Limitations on Trademark Rights
Assignment Page(s) Comment/Notes
{resv}
Date
Call Group
Descriptive Fair Use
3
Apr. 26
R
KP Permanent Make-Up, Inc. v. Lasting Impression I, Inc. 543 U.S. 111 (2004)
4-9
Dessert Beauty, Inc. v. Fox 568 F.Supp.2d 416 (S.D.N.Y. 2008)
10-20

Sorensen v. WD-40 Company __ F.3d __, 2015 WL 3634612 (7th Cir. Feb. 25, 2015)
21-27
International Stamp Art v. U.S. Postal Service 456 F.3d 1270 (11th Cir. 2006)
27-29
short example case

Bell v. Harley Davidson Motor Co. 539 F.Supp.2d 1249 (S.D.C.A. 2008)
29-30
short example case

Fortune Dynamic, Inc. v. Victoria’s Secret 618 F.3d 1025 (9th Cir. 2010)
30-32
short example case



Toyota Motor Sales, U.S.A., Inc. v. Tabari 610 F.3d 1171 (9th 2010)
32-46
Apr. 28
L
Tiffany (NJ) Inc. v. eBay Inc. 600 F.3d 93 (2d Cir. 2010)
46-49
{ end of assignments }
Access UH for course evaluation online: https://accessuh.uh.edu




 
 
Module 5: Part VI - Remedies
Assignment Page(s) Comment/Notes
{resv}
Date
Call Group
Read all 20 pages of the Remedies part
1-20
PODS v. U-Haul case - order denying motion for JMOL (M.D. Fla. 2015)
Apr. 21
All
Visit by Walt Bratic and associates.

 
 

Last modified on April 23, 2016, by Greg R. Vetter