Category: Intellectual Property

  • Standard Character mark v. Special Form mark

    Standard Character mark v. Special Form mark

    There are mainly two types of trademark, a standard one and a stylized one.

    Coca-cola_stylized_logo

    A standard one (called a standard character mark) establishes your trademark rights to the written words of the mark whereas a stylized one (called a stylized/design mark) to the expression of the words in a certain way.

    For example, “Coca-Cola” is a brand name of a certain soda drink, registered to the Coca-Cola Company. But you more often see the name in a particular style as shown here.

    Nowadays, the use of stylized logos and designs is very common because it effectively sets apart the company/brand from competitors’.

    A common choice is Standard Character.

    Although virtually all companies use at least some design/style elements in their trademark, still most of the companies register their trademark in a standard character format. Why?

    1. They don’t want their trademark right to be limited to a specific design. In fact, if you registered your brand name in a standard character format, any style/design of that registered name can’t be used by your competitors.
    2. Also, once registered as a stylized/design mark you can’t change the design or style of the mark. Companies often update their design and style elements to modernize them.

    Thus, it’s is a rule of thumb that a standard character format affords a better protection.

    A Styled/Design Mark works a bit differently.

    IPfever_logo_example
    JPfever_example

    Let’s say IPfever registered a stylized trademark: After a few years, a website devoted to teaching Japanese language and culture dubs itself Japanese Fever, “JP fever” in short, and starts using this logo:.

    Do you see any problem? Although they changed a letter, they look too similar. There’s likely an infringement case.

    However, if IPfever were registered as standard character, it would’ve been a different story. Because “fever” in Japanese Fever can be considered as a descriptive word for passion and enthusiasm for Japanese culture, it likely has a leeway.

    jpfever_example

    But it should be noted that stylized/design marks have their own limitation. If Japanese Fever  , I say this one differs in style so much to escape from a potential trademark infringement claim.

    You have to choose, but choose wisely.

    You might say you would just register both standard character and design marks. Problem solved? Well, it’s not that simple.

    You can’t claim “the coffee house” trademark for your coffee house because that’s what people call any coffee house. It’s reserved for everyone. But you may register this stylized/design mark.

    the_coffee_house

    You probably need to disclaim rights to the words, (meaning that others can literally use the same name) but it still protects you from something like this knock-off.

    the_coffee_shop

    So, figure out what’s the strength and weakness of your mark, and then choose wisely.

  • Trademark Office Action: how to respond

    Trademark Office Action: how to respond

    Office Action calls for a legal writing.

    When there is problem with your trademark application, the Office will issue an OA.  There could be multiple instances of OA per application while many trademarks get registered without any.

    Sometimes, a simple change to your application can fix the problem, so the only thing you need to is agreeing with the change. But often you must rebut the rejection with legal arguments. This provides you of an opportunity to clarify and strengthen your application (and the trademark), but a wrong response could render the trademark unenforceable or nominal.

    You must understand the reason for rejection clearly and respond to every issue to the full extent. You might find it helpful to review similar OAs and corresponding responses from another applicants on the TSDR (Trademark Status & Document Retrieval), which is open to the public and FREE. Although you can borrow their legal argument and logic, you must apply them to your facts.

    Sometimes it’s not a good idea to proceed with responding office actions. Use free consultation to figure out whether it’s a good idea or not. You may also get a rough idea about cost and timeline.

  • You’ve got to “use” your trademark

    You’ve got to “use” your trademark

    Let’s take a look at an interesting story:

    By the time Apple Inc. debuted iPhone in January 2007, the prefix “i” had already become a thing of Apple. The inauguration of iMac series dates back in 1998. In 2003, iPod was a mega hit.

    Lesser known than Apple, however, there was a startup called InfoGear Technology Corporation, which developed an internet phone technology, called “iPhone.”

    Yes, iPhone™ by InfoGear.

    specimen in InfoGear's trademark application
    specimen in InfoGear’s trademark application

    Of course, there’s nothing suspicious about Apple’s iMac; the iMac trademark was first registered in 1995 by Digi International Inc. which assigned the trademark to Apple in 1998. Here, Apple did a right thing; it bought the iMac trademark before announcing iMac.

    But, how about iPhone? Based on the USPTO’s record, InfoGear used the iPhone trademark from 1997, and it was registered in 1999. Apple filed its iPhone trademark application in January 8th, 2007. (Steve Jobs unveiled iPhone to the world the next day).

    Can Apple do that? Absolutely “NO” said Cisco who brought a lawsuit against Apple based on its iPhone trademark purchased along with InfoGear.

    In all fairness, if Cisco proved its seriousness about iPhone in the court, we might now have “iPod 4G LTE Advanced” instead of “iPhone 7.”

    Who knows what Steve Jobs said to Cisco, but Cisco somehow agreed to a concurrent use of the iPhone trademark. (Apple probably challenged Cisco’s iPhone trademark by saying that “i” prefix had been associated with Apple product even before Cisco’s registration.) Well, assuming Cisco had a valid and enforceable trademark right, what could’ve happened?

    Cisco would say the iPhones sold by InfoGear and Apple were both communication devices, and customers would likely be confused. Of course, Apple would say they are totally different devices; but Apple likely loses on this account.

    As a counter, Apple could’ve argued that Cisco stopped using the trademark (thereby lost its right). Then, the followings become relevant: How many iPhone Cisco sold? How many people bought, used, knew or seen iPhone by Cisco? Had Cisco advertised iPhone? My guess is that Cisco purchased the iPhone trademark, but it really didn’t think about using it much.

    So, be aware that to own a trademark, you have to actually use it, which means placing your goods/services (bearing that mark) in the market.

    Trademark registration provides security. For example, companies often file intent-to-use (“ITU”) applications before making and selling new products. Without the ITU, mobile phone companies won’t be able to announce a flagship model months earlier than actual release, nor can they push an advertising campaign for a new product before they make sales. (Announcing or even advertising is not enough to establish a use of trademark under the trademark law.)

    Trademark registration provides security. For example, companies often file intent-to-use (“ITU”) applications before making and selling new products. Without the ITU, mobile phone companies won’t be able to announce a flagship model months earlier than actual release, nor can they push an advertising campaign for a new product before they make sales. (Announcing or even advertising is not enough to establish a use of trademark under the trademark law.)

  • For DIY TM Applicants: What’s a Strong tradeMark?

    For DIY TM Applicants: What’s a Strong tradeMark?

    There is a “strong mark” and a “weak mark”. You don’t need to know all legal distinctions as to different types of marks, but you want to have a strong mark, right? Here’s a shortcut to get to the goal.

    For a starter, you don’t want to choose a mark that’s fairly similar to what’s already out there.

    If you are making a new internet search engine, don’t name it “Goggle” or “Yahou!”  Your common sense and conscience will tell you why. Similarly, don’t name your search engine “Stanford Internet Search.”

    A clearance search can be cheaply done by a Google search. Search the names you have in mind (or what you’re using already). Not only that, search goods or services that compete (or would compete) with yours. You definitely want to know what their names are.

    Avoid any confusion at all cost. You probably shouldn’t call any of your good/service “Coca-Cola.” Nor can you call your soft drink product “Soda.”

    Next, your mark should stand out.

    You can’t name your concierge service “Luxury Concierge Service.” Well, technically you can, it’s a free country. However, the law is reluctant to protect your trademark because other companies should be free to say their Concierge Service is Luxury.

    You need to be creative on this. “Kodak,” I think, is a superb trademark. It’s short but distinct, original but easy to pronounce. Don’t worry if you’re not good at making up words. A common word like “Apple” can be a good trademark for a computer electronics company.

    Internet-readiness

    In today’s world, an internet domain name is as important as a trademark.

    A domain name registration does not necessarily mean that the name is taken as a trademark by others. However, you probably want to avoid someone else owning YOUR_TRADEMARK.com.

    If the name in your mind is still available for a new registration, get it immediately. The domain registration costs less than $12 a year. (It’s as easy as setting up an email account.) If it’s owned by others, consider buying it from the current owner or finding a better name.

  • Marketing Starts From Naming

    Marketing Starts From Naming

    Many low-end products tend to say exactly what it is. On the other hand, high-end products are very subtle. Have you ever bought a crappy good carefully wrapped inside a sophisticated package? Well, more likely than not you weren’t careful.

    The thing is there is a tiny market for a fancy looking crappy product.

    In other words, having a fancy name does rarely fly for a low-end product. You should name your product for what it is. However, that doesn’t prevent you from growing a great brand name.

    In retail, packaging does not only protect the goods but also express about the goods.

    One important thing you learn from a package is the source of origin. Well, the source of origin goes far beyond just the country where it’s made. Literally anything to a certain extent including the names of a seller, a distributor, or a manufacturer can be marked on the package.

    Have you seen “Designed in California” marking on Apple products? That speaks for how consumers perceive the source of origin information.

    Consumers of today are not just looking for a pair of pants. They always shop for their favorite pair of pants.

    So, the source of origin is important.

    I didn’t say anything can be written. In fact, it has to be truthful to begin with.

    On the other hand, any trademark can be truthful as long as nobody else is using it. Well, that’s not entirely true because there are certain limitations to what can be a trademark. More to that later.

    Nowadays, retailers are increasingly selling products under their store brand names. This trend reflects the fact that manufacturing technology affected goods is mature.

    What does this tell you?

    People are looking for a name they can trust unless they expect to find an exciting feature or technological advance inside. You should go for a trust-worthy name, and you should stick to it.

    When you are using a unique name or phrase depicting your product, mark it with “TM” to give the public notice. You can always go for an Intend-To-Use trademark application although it’s only recommended case-by-case. When registered, you can put ® instead.

  • How to Deal with Cease and Desist Letter (Patent or Trademark Infringement Allegation)

    How to Deal with Cease and Desist Letter (Patent or Trademark Infringement Allegation)

    When you run a business, there is a chance that one day you receive a letter claiming that you are infringing someone else’s trademark or patent rights. It’s commonly called a “Cease and Desist Letter.”

    Sending a Cease and Desist Letter (“C&D letter”) is a legitimate practice of enforcing one’s intellectual property (“IP”) rights. When you have an IP right, you should actively enforce it. It is a common practice to send a C&D letter to give a notice to related parties about possible infringement, and it also serves as a means to establish a communication channel between parties.

    What to do when someone claims you’re violating their IP rights?

    1. Not all C&D letters are the same.

    It usually starts with a strong language about your wrongdoing, penalties, and of course they always say they have a solid case against you. They often set a deadline in their terms and threaten you with a lawsuit.

    Sometimes they do complete a comprehensive analysis before sending out a letter, but they could simply rely on nothing more than a hunch. That’s why they are often written in vague and generalized terms. They can draft one and start sending to everyone they know.

    On the other hand, the recipients often panic because they get this out of the blue. You’d be surprised by how many entities are only seeking settlements. They can’t risk going to a trial because it might set a bad precedent. In other words, they know they’d lose if they go to trial.

    2. You should consult with people around you.

    Getting a lawyer for defending against a sham assertion of infringement sounds very expensive. Also, when you go to a lawyer, he or she might simply say “Oh, I can help you settle this case.”

    That’s, in many cases, the safest, simplest, and most cost-effective thing to do. But that’s not always true.

    There is a good chance that someone you know has received the same letter before, or they at least know someone who has. Ask them how it went. The infringement analysis is almost always more intricate than what the C&D letter says.

    3. Find experts next.

    Ultimately, you have to find someone who knows what’s going on to really understand what’s going on. IP professionals can tell you how much you are in trouble, what are your chances to be served with a summon, how you can avoid further infringement, and so on.

    If it’s patent related issues, you should find a patent attorney. Patent attorneys are licensed attorneys who are registered with the United States Patent and Trademark Office. They passed a state bar (so they are presumably competent to represent you in legal matters) and a separate examination administered by the USPTO about the patent law (so they know the patent law). There are patent agents, non-lawyers who are registered with the USPTO, but they are more focused on helping you get a patent.

    For trademark issues, there is no certification or license. In theory, any lawyer can represent you in trademark law matters. However, not all lawyers are equally competent. So, here’s a litmus test I suggest. If they simply say, “I can draft a reply or get a settlement offer for you”, then you might want to find another lawyer. You want someone who can tell you what’s really going on before even considering those options.

  • What is Trade Dress?

    What is Trade Dress?

    When it comes to trademark (or servicemark), brand names, symbols, and logo designs are the first things to come to your mind. However, there are other types of trademarks that are protected. For example, a sound or packaging is also protected by the trademark law.

    Among those, trade dress refers to packaging and other product designs that can identify a source of goods.

    Below is a trade dress registered for juice drinks.

    Trademark image
    Registered Trade Dress
    Actual Product Design

    Sometimes, a part of a good itself can serve as a trade dress like the shape of guitar headstocks.

    These trade dress are registered with the USPTO and afford the same protection as any registered trademark (or servicemark). As you can see, trade dresses includes only non-essential or non-typical parts of a product or packaging.

    Simple and luxurious designs often require an obscure marking, and in these cases, trade dress can be a powerful protection against knockoffs.

  • Cheapest Way to Protect Your Trade Name (or Trademark, Servicemark, etc)

    Cheapest Way to Protect Your Trade Name (or Trademark, Servicemark, etc)

    Have you been to a Burger King restaurant in Mattoon, Illinois? I mean the other Burger King restaurant. There is a restaurant called Burger King, which has nothing to do with Burger King franchise.

    (more…)
  • Protect Your Products with Patent

    Protect Your Products with Patent

    While there’s innovative product like iPhone, most new products are improved versions of old products.

    Patent protects both.

    It really doesn’t matter whether your invention makes people’s lives better or not.

    For example, there is a famous case of a “fake juice dispenser”. The dispenser by its appearance has a tank that contains liquid juice. But inside, the dispenser has a water tank and a juice powder container as well as a mixing mechanism, all hidden from the plain view. The design enables the juice seller to use powdered juice concentrate that has a longer shelf life while appealing to customers who like the freshness of liquid juice.

    Long story short, the dispenser got patent protection.

    Patent is often the only way to curb competition.

    Patent is a strong legal right. It grants you government-sanctioned monopoly, though for a limited time, over a thing or a way to do something. And moreover it can raise a high bar blocking others from encroaching on your market.

    Let’s say you invented a method in which you make a sandwich while wearing a thimble, and this way, you can make your sandwich miraculously delicious.

    Now, if there is no known method or record in which you make a sandwich using a thimble, you can probably get that method patented. I know it’s far-fetched; someone probably made a sandwich or two while wearing a thimble in the past. Nonetheless, if nobody did, this invention is quite innovative, right? It’s certainly not an improvement of traditional sandwich recipes.

    Now, for 20 years, nobody can make sandwich with a thimble without your permission. How does this work in a real life? Well, as soon as people learn about this (getting a patent means your method is no longer a secret), they will start making sandwiches with a thimble at home, and there is no way you can monitor everyone’s kitchen to enforce your right. Nonetheless, if it’s a sandwich shop, you can probably do something about it. And more importantly, you will have monopoly on thimbles for sandwich-making because anyone who markets a thimble for sandwich-making will indirectly infringe your patent.

    Then, competitors will try to design around your method. If the thimbles work because of certain physical attributes, there could be other ways to achieve similar effect. That involves reverse-engineering and some research effort. After all, they might come up with a better way.

    To prevent this, you want to keep inventing or improving your method. By keep inventing, I mean you should try to patent new ways to make sandwiches. On the other hand, if there is improvement, you should consider patenting the improvement as well. When you have so many ways to make sandwiches patented, then your competitors will feel like it’s easier to just pay you licensing fees or just leave the market. Improvement on your old invention makes other alternatives less efficient and thus less appealing.

    Two lessons from the above hypothetical.

    1. Your invention needs not be new. A thimble? I definitely remember seeing my grandma using it. There’s always a way to patent (and thus protect) your thing.
    2. You need to keep inventing or improving. Stay forward-looking. Unless you keep working on it, others will find a way to circumvent it.
  • 3 Questions Before Launching a New Product

    3 Questions Before Launching a New Product

    “Everyone copies!”

    There is often a grey area between innovation and imitation when it comes to a highly competitive industry. Nevertheless, you often hear about patent infringement lawsuits and trademark disputes.

    Especially in the U.S., lawsuits and other legal disputes are a serious problem for business owners. If you once get served with a complaint, you cannot simply ignore it because your failure to respond will result in default judgment against you. And attorney’s fees that easily go around a thousand of dollars an hour will make you dizzy. As it happens, most accused companies end up settling rather than challenging the allegation of wrongdoing.

    There goes potential unfairness. As to intellectual property lawsuits, many business owners lack relevant experience and knowledge, so there are cases where an accuser wields a bogus patent or trademark to threaten a business in bad faith. There are reports of entities that strategically acquire a failing or bankrupt company, obtain its intellectual property rights, and sue a bunch of other companies in the same field to score settlements with a sheer threat of lawsuits.

    Of course, not every claim is without merit. Sometimes, you can unknowingly infringe other people’s right. Occasionally, you have to push forward to make profit despite a possible lawsuit that ensues. Nevertheless, it is important to fully evaluate the seriousness of the outcome.

    Well, you can possibly avoid a serious problem with a tad bit of caution. You first ought to know what are protected under the intellectual property law.

    Simply put, patent protects “idea”, copyright “expression”, and trademark “goodwill”.

    1. Patent

    We are talking about utility patent here, which is commonly known as patent. It protects an invention, which is to say protecting “a new idea that did not exist before”. Not all new idea is protected because doing so would seriously deter a free competition in the market. Therefore, a grant of patent happened only after a set of strict requirements is met, the toughest among which is that the idea should be “not obvious”.

    In other words, an idea that is within an ordinary practice of a person who is skilled in the field is not considered a patentable idea. Consequently, a simple combination of parts that already exist or a straightforward application of known principle will not produce a patent. For example, making of a hybrid automobile, which involves simply adding an electrical motor to an automobile, would not deserve the protection of patent law.

    Now the question to ask yourself as to patent law is if your new product is based on ” an ordinary practice” or “a step ahead it”.

    2. Copyright

    As mentioned above, copyright protects “expression”. Here, expression implies that it can be recorded in writings, pictures, sounds, or videos. Only such things that can be recorded, i.e. expressions, can be protected under the copyright law.

    To illustrate, let’s say a company achieved a great success by using a picture of a cat on their product label. Another company can simply copy the idea of a cat label without infringing any copyrights if the company uses a different picture of a cat. The idea of using a cat picture in packaging should be protected by applying for a patent. (Of course, there is nothing new about the idea of using a cat picture in marketing, so a patent grant is unlikely. Instead, you should rely on the trademark law.)

    Copyright disputes can occur with regard to phrases used in marketing. Normally, short and common combination of ordinary words are not protected by copyright, but if you copy an entire phrase of another’s headlines in the promotional materials, there can be a problem. To avoid copyright disputes, you can paraphrase. For example, a catchphrase, “what you must bring to your second marriage”, may be protected by the copyright law, but you can simply use a different phrase with a similar meaning such as “you should bring this if you ever marry again”.

    Now the question you must ask yourself is “if there’s a virtually identical expression”.

    3. Trademark

    The last one is trademark. In fact, the above hypothetical case of a cat printed product has a trademark issue. If a company starts to use a cat on its product label and consumers starts to associate a cat label with the company, then it can be said there is a goodwill attached to the use of cat on label. That is, consumers start to prefer a product with a photo of a cat on the product because of past experience. As such, you cannot avoid the trademark infringement even if you use a different photo of a different cat photographed by a different person.

    To consumers, it’s all the same cat label. And in this case, the cat photo is a trademark. So, you need to remember that not just brand names or logos are trademarks. There is a caveat in trademark protection. The existence of goodwill is very subjective and hard to prove. Therefore, it is a common business practice to register a trademark with the United States Patent and Trademark Office (USPTO).

    Now, the question to ask yourself is if “your brand name/logo is registered with the USPTO”.