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March 19, 2002, 9:00 AM ET, Alert No. 391.
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District Court Construes DMCA in Context of USENET Infringement
3/13. The U.S. District Court (CDCal) issued its Order Granting Defendant AOL's Motion for Summary Judgment [PDF] in Harlan Ellison v. Robertson, a copyright infringement case. (This Order is a very long download.)
Highlights. Ellison asserted that AOL was directly, contributorily, and vicariously liable for infringing copies of his works that were posted to a USENET newsgroup, and made available to AOL users by AOL by virtue of AOL being a USENET peer, and by not removing the items when demanded. AOL asserted the defense of immunity under the Digital Millennium Copyright Act (DMCA). Title II of the DMCA added a new language to the Copyright Act, at 17 U.S.C. § 512, creating four new limitations on liability for copyright infringement by online service providers. The four limitations are transitory communications, system caching, storage of information on systems or networks at direction of users, and information location tools. See also, Copyright Office's summary of the DMCA [18 pages in PDF]. The Court held, among other things, that AOL is immune under the transitory communications provision. In so holding, the Court rejected Ellison's arguments that AOL's involvement in the USENET peering system was analogous to the Napster's peer to peer network. The U.S. Court of Appeals (9thCir) rejected Napter's claim of immunity under the DMCA in A&M Records v. Napster, 239 F.3d 1004 (2001).
Background. Harlan Ellison is the author of, and holder of copyrights in, numerous fictional works. Defendant Stephen Robertson scanned some of Ellison's works and converted them into digital files. Robertson then copied these files onto a USENET newsgroup named alt.binaries.e-book. The Court noted that this newsgroup "seems to have been used used primarily to exchange pirated and unauthorized digital copies of text material, primary works of fiction by famous authors, including Ellison."
Robertson accessed the Internet through an ISP, Tehama County Online. He was not an AOL user. His USENET service was provided by RemarQ Communities, Inc., a subsidiary of Critical Path. While Robertson, RemarQ and Critical Path were all initially named as defendants, the present order only pertains to defendant AOL, whose involvement was as a USENET peer.
USENET. The Court offered this explanation of the User Network, or USENET. "Peers in USENET enter into peer agreements, whereby one peer's servers automatically transmit and receive newsgroup messages from another peer's servers. As most peers are parties to a large number of peer agreements, messages posted on one USENET peer's server are quickly transmitted around the world. The result is a huge informational exchange system whereby millions of users can exchange millions of messages every day."
The Court also stated that "After Robertson uploaded the infringing copies of Ellison's works to the alt.binaries.e-book newsgroup, they were then forwarded and copied throughout USENET onto servers all over the world, including those belonging to AOL. As a result, AOL users had access to the alt.binaries.e-book newsgroup containing the infringing copies of Ellison's works."
The Court wrote that at the time of Robertson's copying, "AOL's retention policy provided for USENET messages containing binary files to remain on the company's servers for fourteen days."
Notice of Infringement. Ellison's attorney sent a notice of copyright infringement to AOL, pursuant to the notice and take down provisions of the Digital Millennium Copyright Act (DMCA), to the e-mail address provided by AOL to the U.S. Copyright Office. AOL did not remove the infringing items. The e-mail address provided by AOL to the Copyright Office was a non functioning address.
Complaint. Ellison filed his original complaint in U.S. District Court (CDCal) against Robertson, AOL and others, in April 2000. A consent judgment was entered against Robertson in June 2000. Ellison filed a second amended complaint in October 2000 alleging direct copyright infringement, contributory copyright infringement, various copyright infringement, unfair competition under Section 43(a) of the Lanham Act, and trademark dilution (against defendants other than AOL). In January 2001 Ellison reached settlements with RemarQ and Critical Path. In November 2000 Ellison dismissed the Lanham Act claims against AOL.
Cross Motions. The present order concerns only Ellison's and AOL's cross motions for summary judgment and summary adjudication, in which Ellison asserted direct, contributory and vicarious infringement by AOL, and AOL argued that Ellison cannot establish the prima facie elements of his infringement claims, and raised defenses arising under the Digital Millennium Copyright Act (DMCA).
The District Court stated that the issue is as follows: "When an overenthusiastic fan uploads his favorite author's novels to a newsgroup on the internet, what is the liability of an internet service provider, such as AOL, for allowing the books to reside for two weeks on their USENET server? The impact of the Digital Millenium Copyright Act on this issue presents a question of first impression in the Ninth Circuit."
The Court first analyzed Ellison's allegations of direct, contributory, and vicarious liability in detail. It ruled that "AOL's role in the infringement as a passive provider of USENET access to AOL users cannot support direct copyright infringement liability." Direct infringement is limited to those who do the actual copying, such as Robertson.
The Court found that Ellison "has presented a triable issue of fact as to whether AOL materially contributed to the direct infringement of Ellison's copyrights by others." The Court noted that Ellison's attorney had notified AOL of the infringing copies at the email address provided by AOL to the Copyright Office.
Finally, the Court granted AOL judgment on the issue of vicarious infringement.
The Court then provided a detailed analysis of the Sections 512 (a) and (c) of the DMCA, and applied them to this case. § 512(a) provides, in part: "Transitory Digital Network Communications. A service provider shall not be liable for monetary relief, or, except as provided in subsection (j), for injunctive or other equitable relief, for infringement of copyright by reason of the provider's transmitting, routing, or providing connections for, material through a system or network controlled or operated by or for the service provider, or by reason of the intermediate and transient storage of that material in the course of such transmitting, routing, or providing connections, if ... no copy of the material made by the service provider in the course of such intermediate or transient storage is maintained on the system or network in a manner ordinarily accessible to anyone other than anticipated recipients, and no such copy is maintained on the system or network in a manner ordinarily accessible to such anticipated recipients for a longer period than is reasonably necessary for the transmission, routing, or provision of connections ..." and certain other conditions are met.
The Court concluded that "AOL's storage of Robertson's posts on its USENET servers constitutes ``intermediate and transient storage´´ that was not ``maintained on the system or network ... for a longer period than is reasonably necessary for the transmission, routing, or provision of connections.´´ " It also found that AOL satisfied the other conditions of § 512.
Judge Florence Marie Cooper wrote the order. She was appointed to the Court by former President Clinton in 1999. She was previously a Judge of the California Superior Court for Los Angeles County.
Supreme Court Denies Cert in Patent Cases
3/18. The Supreme Court of the U.S. denied certiorari in Tokyo Electron America v. Tegal, No. 01-962, and Tegal v. Tokyo Electron America, No. 01-993. See, Order List [PDF] at page 3. This an appeal from the U.S. Court of Appeals (FedCir) in a patent infringement action. Tegal filed a complaint in U.S. District Court (EDVa) against Tokyo Electron America (TEA) alleging infringement of its U.S. Patent No. 4,464,223, which relates to plasma etching equipment that is used in fabricating semiconductor chips.
3/18. The Supreme Court of the U.S. denied certiorari in Andrx Pharmaceuticals v. Biovail, No. 01-1050. See, Order List [PDF] at page 5. This an appeal from the U.S. Court of Appeals (FedCir) in a patent infringement action involving a drug used to treat hypertension and angina. See, opinion of the Court of Appeals.
9th Circuit Rules in PSLRA Case
3/15. The U.S. Court of Appeals (9thCir) issued its opinion [PDF] in In re: The Vantive Corporation Securities Litigation. This is a securities class action involving construction of the heightened pleading requirements of the Private Securities Litigation Reform Act (PSLRA).
The Vantive Corporation sold and serviced customer relationship management software, known as front office software, that enabled field personnel to deliver customer service across many channels, including the Internet, a call center, or in person.
Plaintiffs filed a complaint in U.S. District Court (NDCal) against Vantive and some of its officers and directors alleging securities fraud. The plaintiffs, who are represented by the law firm of Milberg Weiss, sought class action status. The District Court found that plaintiffs failed to meet the pleading requirements of the PSLRA, 15 U.S.C. § 78u-4(b)(1), (2), and dismissed. The Court of Appeals affirmed.
6th Circuit Rules on Duty to Defend Patent Suits
3/18. The U.S. Court of Appeals (6thCir) issued its opinion in Weiss v. St. Paul Fire And Marine Insurance, a case regarding the duty of insurers to defend and indemnify their insureds in patent infringement actions under advertising injury coverage.
Background. St. Paul Fire and Marine Insurance (St. Paul) provided liability coverage for Mor-Flo, a manufacturer of water heaters. In another action, Mor-Flo was sued for patent infringement. Mor-Flo requested that St. Paul defend and indemnify it. St. Paul refused. Mor-Flo lost that suit, and paid the patent holder over $9.9 Million in damages and over $2.2 Million in fees and costs.
District Court. A successor in interest to Mor-Flo's duty to defend claim filed a complaint in U.S. District Court (NDOhio) against St. Paul alleging breach of its duty under the insurance policy to defend and indemnify for advertising injuries. Federal jurisdiction was based upon diversity of citizenship. The District Court held that St. Paul owed Mor-Flo a duty to defend the patent infringement action and that it was liable for the attorney's fees and costs incurred by Mor-Flo in defending that action. However, the District Court held that St. Paul had no duty to indemnify.
Court of Appeals. The Appeals Court, construing the insurance contract pursuant to Ohio state law, reversed the District Court on the issue of duty to defend, and upheld the District Court on the issue of duty to indemnify.
FCC Commissioner Martin Addresses ITU Conference
3/18. Federal Communications Commission (FCC) Commissioner Kevin Martin gave a speech at the ITU World Telecommunication Development Conference in Istanbul, Turkey, titled "Seizing Digital Opportunities".
He advocated removing "regulatory underbrush", maintaining transparent processes, and relying on the private sector. He stated that "The more private sector interest we can generate in our markets, the more services will be available to our consumers and at prices they can afford. Competition, small and large, is the best mechanism for encouraging infrastructure buildout and achieving universal access."
Sen. Grassley Urges Passage of TPA Bill
3/18. Sen. Charles Grassley (R-IA) gave a speech in the Senate in which he stated that "It is time for the Senate to pass Trade Promotion Authority for President Bush." The House passed HR 3005, the Bipartisan Trade Promotion Authority Act of 2001, on December 6. The Senate Finance Committee approved its version [75 pages in PDF] of HR 3005, by a vote of 18 to 3, on December 12.
Trade promotion authority (TPA), which is also known as fast track, gives the President authority to negotiate trade agreements which can only be voted up or down, but not amended, by the Congress. TPA strengthens the bargaining position of the President, and the U.S. Trade Representative (USTR), in trade negotiations with other nations.
Sen. Grassley stated that "We will sit on the sidelines and our competitors will continue to make deals that exclude us -- it's a game plan for failure. Without TPA, American negotiating power to bring down trade barriers is severely limited. Foreign competitors will continue to weave a web of preferential trade and investment opportunities for themselves and we will fall further behind.
More News
3/18. The Office of the U.S. Trade Representative (USTR) announced that it is seeking public comments on U.S. negotiating objectives and the work program launched at the Fourth Ministerial Conference of the World Trade Organization (WTO) in November at Doha. Comments are due by May 1. See, USTR release.
3/18. The Federal Communications Commission (FCC) announced that it is seeking public comments regarding ways to improve its electronic licensing systems. The deadline to submit comments is March 28. See, FCC notice [PDF].
2/19. Sen. Paul Wellstone (D-MN) wrote a letter [PDF] to Senators asking them to co-sign a letter to the Federal Communications Commission (FCC) urging it "to adopt an ``opt-in´´ approach to protecting privacy, ensuring that a consumer must affirmatively consent to the sharing by telephone companies of his or her Customer Proprietary Network Information (CPNI) before such information is shared."
3/18. The Federal Bureau of Investigation (FBI) announced that "more than 89 persons in over 20 states have been charged in the first phase of a nationwide crackdown on the proliferation of child pormography via the Internet." FBI Director Robert Mueller said in a release that "We will diligently shut down any and all websites, Egroups, bulletin boards, and any other mediums that will foster the continued exploitation of our children."
3/15. The U.S. Court of Appeals (7thCir) issued its opinion in Beanstalk Group v. AM General and General Motors, a case regarding construction of a contract regarding the licensing of the "Hummer" trademark. The District Court dismissed the complaint pursuant to Rule 12(b)(6), FRCP. The Appeals Court affirmed, two to one. Posner wrote the opinion. Rovner dissented.
3/18. The U.S. Patent and Trademark Office (USPTO) published in its web site the Third Edition of the Trademark Manual for Examining Procedures.
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Tuesday, March 19
The House will meet at 12:30 PM for morning hour and 2:00 PM for legislative business. No votes are expected before 6:30 PM. The House will consider a number of measures under suspension of the rules.
9:30 AM - 4:30 PM. The Federal Trade Commission (FTC) and the Department of Justice (DOJ) Antitrust Division will continue their joint hearings titled "Competition and Intellectual Property Law and Policy in the Knowledge Based Economy." From 9:30 AM until 12:00 NOON, there will be presentations on "Business Perspectives on Patents". From 1:30 until 4:30 PM, there will be presentations on "Business Perspectives on Patents: Biotech and Pharmaceuticals". See, agenda. Location: Room 432, FTC, 600 Pennsylvania Ave., NW.
10:00 AM. The Senate Appropriations Committee's Subcommittee on Commerce, Justice, State, and the Judiciary will hold a hearing on the proposed budget estimates for FY2003 for the FTC, and other agencies. FTC Chairman Timothy Muris will testify. Location: Room 138, Dirksen Building.
10:00 AM. The Senate Judiciary Committee will hold a hearing on several pending judicial nominations: Terrence O'Brien (to be a judge of the U.S. Court of Appeals, 10th Circuit), Lance Africk (U.S. District Court, EDLa), Paul Cassell (U.S.D.C., DUtah), Legrome Davis (U.S.D.C., EDPenn). See, agenda. Location: Room 226, Dirksen Building.
12:00 NOON. The FCBA's Executive Committee will meet.
1:00 - 2:15 PM. The Internet Committee of the National Association of Attorneys General (NAAG) will meet. (The NAAG spring meeting is taking place from March 19-22.) Location: Salon E, Ballroom Level, Marriott Hotel, Metro Center.
5:00 PM. The House Rules Committee will meet to adopt a rule for consideration of HR 3925, the "Digital Tech Corps Act of 2002". Location: H-312, The Capitol.
Wednesday, March 20
9:30 AM. The Senate Commerce Committee will hold a hearing on competition in the local telecommunications marketplace. Sen. Ernest Hollings (D-SC) will preside. Location: Room 253, Russell Building.
9:30 AM - 4:30 PM. The FTC and the Department of Justice (DOJ) Antitrust Division will continue their joint hearings titled "Competition and Intellectual Property Law and Policy in the Knowledge Based Economy." From 9:30 AM until 12:00 NOON, there will be presentations on "Business Perspectives on Patents: Hardware and Semiconductors". From 1:30 until 4:30 PM there will be presentations on "Business Perspectives on Patents: Software and the Internet". See, agenda. Location: Room 432, FTC, 600 Pennsylvania Ave., NW.
10:00 AM. The Federal Election Commission (FEC) will hold a public hearing on its Notice of Proposed Rulemaking (NPRM) [PDF] regarding campaign activity on the Internet. The witnesses will be Robert Bauer (Perkins Coie), Alex Vogel (National Republican Senatorial Committee), Laurence Gold (AFL-CIO), and James Bopp (James Madison Center for Free Speech). See, FEC notice. Location: FEC, 9th floor meeting room.
10:00 AM. The Senate Judiciary Committee's Subcommittee on Technology, Terrorism, and Government Information will hold a hearing on identity theft. Sen. Dianne Feinstein (D-CA) will preside. Howard Beales, Director of the Federal Trade Commission's (FTC) Bureau of Consumer Protection, will testify. See, witness list. Location: Room 226, Dirksen Building.
CANCELLED. 10:00 AM. The FCC's Technological Advisory Council will hold a meeting. See, notice in Federal Register. See, cancellation notice in Federal Register, March 11, 2002, Vol. 67, No. 47, at Page 10920. The next meeting is April 26; see, FCC notice of March 12.
12:15 PM. The FCBA's Cable Committee will host a luncheon. The speaker will be Catherine Bohigian, Legal Advisor to FCC Commissioner Kevin Martin. The price to attend is $15. RSVP to Wendy Parish at wendy @fcba.org by 5:00 PM on March 18.
12:30 PM. Roy Stewart will speak at a luncheon hosted by the Association of Federal Communications Consulting Engineers. Stewart is currently Chief of the FCC's Mass Media Bureau; he will become Chief of the Office of Broadcast License Policy in the new Media Bureau. For more information, contact Noel Luddy at luddyen @aol.com or 301 299-2270. Location: Wyndham City Center Hotel, 1143 New Hampshire Ave., NW.
1:30 - 2:15 PM. FTC Chairman Timothy Muris will speak at the National Association of Attorneys General's spring meeting. Location: Marriott Hotel, Metro Center.
2:00 PM. The House Appropriations Committee's Subcommittee on Commerce, Justice, State, and the Judiciary will hold a hearing on the proposed budget for FY 2003 for the USTR. Location: Room H-309, The Capitol.
6:00 - 8:00 PM. The FCBA will host a Continuing Legal Education (CLE) seminar titled Telecommunications 201. Location: Capital Hilton Hotel, 16th and K Streets, NW.
Thursday, March 21
8:30 AM - 12:00 NOON. The law firm of Steptoe & Johnson and The Open Group will host a workshop titled "Liability and Information Assurance: The Role of Law, Regulation, and Self Regulation". The workshop will focus on allocating liability for breaches of information security, and the various roles that law, regulation, and private contractual agreements can or should play in the allocation of responsibility for information security failures. RSVP to salbertaz @steptoe.com. For more information, contact mschneck @steptoe.com. Location: 1330 Connecticut Ave., NW.
10:00 AM. The Senate Appropriations Subcommittee's Subcommittee on Commerce, Justice, State, and the Judiciary will hold a hearing on the administration's proposed budget estimates for FY 2003 for the Federal Bureau of Investigation, Immigration and Naturalization Service, and the Drug Enforcement Administration. Location: Room 116, Dirksen Building.
10:00 AM. The House Financial Services Committee will hold a hearing titled "The Effects of the Global Crossing Bankruptcy on Investors, Markets, and Employees". Location: Room 2220, Rayburn Building.
11:30 AM. FTC Chairman Timothy Muris will be the keynote speaker at the Privacy & American Business Eighth Annual Conference: Managing the New Privacy Revolution. Location: Omni Shoreham Hotel, 2500 Calvert Street, NW.
12:15 PM. The FCBA's Transactional Practice Committee will host a brown bag lunch on satellite and other international telecommunications transactions. RSVP to Brian Madden at 202 416-6770. Location: Leventhal Senter & Lerman, 2000 K Street, NW.
2:00 PM. The House Government Reform Committee's Technology and Procurement Policy Subcommittee will hold a hearing on titled "How The Federal Government Can Transition From Old Economy Speed to Become A Model for Electronic Government". Location: Room 2154, Rayburn Building.
POSTPONED. 2:30 PM. The Senate Commerce Committee's Subcommittee on Science, Technology, and Space will hold hearing to examine federal research and development issues. Location: Room 253, Russell Building.
3:30 PM. Margaret Radin (Stanford University Law School) will give a lecture titled "Contract Today and Tomorrow: Binding Commitment in the Networked World". Location: Georgetown University Law Center, Faculty Lounge, 5th Floor, McDonough Hall, 600 New Jersey Ave., NW.
8:00 PM. Deadline to submit applications to the NTIA for Technology Opportunity Program (TOP) grants for FY 2002. See, notice in Federal Register.
Friday, March 22
The House will not be in session.
9:00 AM. The House Government Reform Committee's District of Columbia Subcommittee will hold a hearing titled "Privacy v. Security: Electronic Surveillance in the Nation's Capital". Location: Room 2154, Rayburn Building.
10:00 AM - 1:00 PM. The Network Reliability and Interoperability Council (NRIC) will hold a meeting. See, FCC notice [PDF] of March 14, and notice in Federal Register. Location: Room TW-C305, FCC, 445 12th St. SW.
Monday, March 25
The House will be in recess for the Spring District Work Period. (The House will return on Monday, April 8). The Senate will also be in recess.