Borgwarner, Inc. v. Honeywell International, Inc.

750 F. Supp. 2d 596, 2010 U.S. Dist. LEXIS 143135
District Court, W.D. North Carolina·Decided September 27, 2010·No. Civil Case 1:07cv184·Published·Cited by 4 cases

Opinion

MEMORANDUM OF DECISION AND ORDER

MARTIN REIDINGER, District Judge.

THIS MATTER is before the Court on the Plaintiffs’ Motion to Exclude from Evidence Expert Testimony of Christopher Reed, John T. Goolkasian, and Brent Robinson [Doc. 104] and the Defendant’s Motion to Exclude Certain Expert Opinions of Dr. J.C. Poindexter, Paul Novak, and Dr. John Thorne [Doc. 118].

I. INTRODUCTION

This is an action brought by the Plaintiffs BorgWarner, Inc. and BorgWarner Turbo Systems, Inc. (collectively “Borg-Warner”) against the Defendant Honeywell International, Inc. (“Honeywell”) for patent infringement of U.S. Patent Nos. 6,663,347(“the '347 Patent”); 6,629,556 (“the '556 Patent”); and 6,904,949 (“the '949 Patent”). [Second Amended Complaint, Doc. 65]. The patents-in-suit are directed to an investment cast titanium compressor wheel, and specifically a wheel that is manufactured by a fully automated process and that is “pullable.” As that term has been construed by the Court, “pullable” refers to the ability during the manufacturing process to withdraw the die inserts used to cast the wheel radially or along a curvature so as to render the wax pattern easily removable from the die. [Claim Construction Order, Doc. 79-1 at 52]. 1

Honeywell denies engaging in any infringement and asserts, among other things, the affirmative defenses of invalidity, unenforceability, inequitable conduct, and license and/or ownership of the pat *601 ents-in-suit. With respect to the defense of invalidity, Honeywell contends that pull-able cast titanium compressor wheels existed long before the patent applications were filed. Specifically, Honeywell contends that as early as 1996, a tool was developed by toolmaker B & R Mold to create wax patterns for a pullable cast titanium compressor wheel (the “Holset Wheel”). 2 Honeywell contends that the Holset Wheel and its method of manufacture anticipates or renders obvious every limitation of the claims asserted by Borg-Warner in this case. [See Honeywell’s Motion for Summary Judgment, Doc. 110 at 6-7], BorgWarner contends that the Holset Wheel does not invalidate the patents-in-suit, because the tooling which was used to manufacture the Holset Wheel pattern was not fully automated, and the resulting wheel had such complex retraction paths that the wheel could not be considered “pullable.” [See BorgWarner’s Opposition to Honeywell’s Motion for Summary Judgment, Doc. 129 at 6-13].

II. STANDARD OF REVIEW

The parties’ motions to exclude [Does. 104, 118] challenge the reliability and admissibility of certain expert opinions pursuant to Federal Rule of Evidence 702 and Daubert v. Merrill Dow Pharmaceuticals, Inc., 509 U.S. 579, 113 S.Ct. 2786, 125 L.Ed.2d 469 (1993). Rule 702 provides as follows:

If scientific, technical, or other specialized knowledge will assist the trier of fact to understand the evidence or to determine a fact in issue, a witness qualified as an expert by knowledge, skill, experience, training, or education, may testify thereto in the form of an opinion or otherwise, if (1) the testimony is based upon sufficient facts or data, (2) the testimony is the product of reliable principles and methods, and (3) the witness has applied the principles and methods reliably to the facts of the case.

Fed. R. Evid. 702. The trial judge must act as a gatekeeper, admitting only that expert testimony which is relevant and reliable. Daubert, 509 U.S. at 589, 113 S.Ct. 2786. With regard to scientific knowledge, the trial court initially must determine whether the reasoning or methodology used is scientifically valid and is applied properly to the facts at issue in the trial. Id. at 592-93, 113 S.Ct. 2786. To aid the Court in this gatekeeping role, the Supreme Court has identified several key considerations, including whether the expert opinion can be tested; whether it has been subjected to peer review; the error rate of the methods that the expert employed; the existence and maintenance of standards used in the expert’s methods; and whether the expert’s methods are generally accepted in the scientific community. Id. at 592-94, 113 S.Ct. 2786; Anderson v. Westinghouse Savannah River Co., 406 F.3d 248, 261 (4th Cir.2005). 3

The objective of Daubert’s gatekeeping requirement is to ensure “that an expert, whether basing testimony upon professional studies or personal experi *602 ence, employs in the courtroom the same level of intellectual rigor that characterizes the practice of an expert in the relevant field.” Kumho Tire Co. v. Carmichael, 526 U.S. 137, 152, 119 S.Ct. 1167, 143 L.Ed.2d 238 (1999). The Court has broad discretion in determining whether the Daubert factors reasonably measure reliability in a given case. Id. at 153, 119 S.Ct. 1167.

III. BORGWARNER’S MOTION TO EXCLUDE EXPERT TESTIMONY

A. Brent Robinson

BorgWarner seeks to exclude the testimony of Honeywell’s designated expert Brent Robinson on the grounds that Robinson failed to provide a written expert report, as required by Federal Rule of Civil Procedure 26(a)(2)(B). [Doc. 105 at 22-30]. Honeywell counters that Robinson’s testimony is purely factual testimony, and that he was designated as an expert only out of an abundance of caution because he is a person with specialized knowledge. Even if Robinson’s testimony could be considered expert testimony, Honeywell contends, Robinson did not have to provide a written report because he was not “retained or specially employed” to provide expert testimony on behalf of Honeywell. Alternatively, Honeywell contends that any harm suffered by BorgWarner as a result of the failure to provide a written report is self-inflicted, as BorgWarner has had ample opportunity to conduct discovery about Robinson’s expert opinions but has declined to do so. [Doc. 140 at 22-29].

1. Relevant Facts

Brent Robinson is the founder and president of B & R Mold, a company that makes tools used in investment casting. [Corrected Declaration of Brent Robinson, Doc. 41-2 at ¶¶2, 5], He has made tools and die assemblies for BorgWarner, Honeywell, and Holset, including the tool developed in 1996 to manufacture the Holset Wheel (“the 1996 Tool”) and the die assembly used to manufacture the Borg-Warner compressor wheel that is the subject of the patents-in-suit. [Id.

Free access — add to your briefcase to read the full text and ask questions with AI

Borgwarner, Inc. v. Honeywell International, Inc., 750 F. Supp. 2d 596, 2010 U.S. Dist. LEXIS 143135 (W.D.N.C. 2010).

750 F. Supp. 2d 596 (Borgwarner, Inc. v. Honeywell International, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related