Kleck v. Bausch & Lomb, Inc.

145 F. Supp. 2d 819, 2000 U.S. Dist. LEXIS 21524, 2000 WL 33348235
CourtDistrict Court, W.D. Texas
DecidedSeptember 29, 2000
Docket1:99-cv-00416
StatusPublished
Cited by2 cases

This text of 145 F. Supp. 2d 819 (Kleck v. Bausch & Lomb, Inc.) is published on Counsel Stack Legal Research, covering District Court, W.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kleck v. Bausch & Lomb, Inc., 145 F. Supp. 2d 819, 2000 U.S. Dist. LEXIS 21524, 2000 WL 33348235 (W.D. Tex. 2000).

Opinion

*821 ORDER ACCEPTING IN PART AND REJECTING IN PART THE RECOMMENDATION OF THE MAGISTRATE JUDGE

ORLANDO L. GARCIA, District Judge.

On this date came on to be considered the Memorandum and Recommendation of United States Magistrate Judge Nancy Stein Nowak (docket no. 73), and the objections of plaintiff Jonathan V. Kleck (docket no. 74), and defendants Bausch & Lomb, Inc. (“B & L”), Bozell Worldwide, Lenscrafters, and Sunglass Hut International, Inc. (docket no. 76). When a party objects to a memorandum and recommendation, the Court is required to make a de novo determination of those portions of the' report or proposed findings or recommendations to which objection is made. Kreimerman v. Casa Veerkamp, 22 F.3d 634, 646 (5th Cir.1994), cert. denied, 513 U.S. 1016, 115 S.Ct. 577, 130 L.Ed.2d 492 (1994); 28 U.S.C. § 636(b)(1)(C); Fed. R.CivP. 72(b).

Lanham Act claim.

Kleck objects to the magistrate judge’s recommendation that his trademark infringement claim under § 43(a) of the Lanham Act be dismissed. Clearly, as the magistrate judge correctly noted, trade dress law does not protect “an idea, a concept, or a generalized type of appearance.” Jeffrey Milstein, Inc. v. Greger, Lawlor, Roth, Inc., 58 F.3d 27, 32 (2d Cir.1995); Parham v. Pepsico, Inc., 927 F.Supp. 177, 179 (E.D.N.C.1995), aff'd, 86 F.3d 1151 (4th Cir.), cert. denied, 519 U.S. 953, 117 S.Ct. 368, 136 L.Ed.2d 258 (1996). It is also clear, however, that trade dress protection can extend to specific advertising, sales, and marketing techniques. See Two Pesos, Inc. v. Taco Cabana, Inc., 505 U.S. 763, 764 n. 1, 112 S.Ct. 2753, 2755 n. 1, 120 L.Ed.2d 615 (1992) (trade dress, defined as the “total image” of a product, may include sales techniques) (quoting John H. Harland Co. v. Clarke Checks, Inc., 711 F.2d 966, 980 (11th Cir.1983)); Murphy v. Provident Mutual Life Insurance Co., 756 F.Supp. 83, 86 (D.Conn.) (when an advertising theme is expressed in specific and tangible words or symbols, those words or symbols may be protecta-ble), aff 'd, 923 F.2d 923 (2d Cir.1990), cert. denied, 502 U.S. 814, 112 S.Ct. 65, 116 L.Ed.2d 40 (1991); Chuck Blore & Don Richman, Inc. v. 20/20 Advertising, Inc., 674 F.Supp. 671, 682 (D.Minn.1987) (summary judgment precluded because of possible claim for § 43(a) trade dress infringement for copying the style and format of a television commercial based on possibility of confusion concerning sponsorship of commercial); Harlequin Enterprises Ltd. v. Gulf & Western Corp., 503 F.Supp. 647, 649 (S.D.N.Y.1980) (product’s image may be created by advertising materials or techniques that the purchasing public has come to associate with a single source), aff'd 644 F.2d 946 (2d Cir.1981).

Ideas and concepts that are too general will not be protected. See, e.g., Prufrock, Ltd. v. Lasater, 781 F.2d 129, 132 (8th Cir.1986) (concept of “informal country dining” cannot be validly claimed as trade dress); Fashion Victim Ltd. v. Sunrise Turquoise, 785 F.Supp. 1302, 1308 (N.D.Ill.1992) (protecting t-shirt designs of skeletons engaged in assorted sexual positions would place a monopoly on a fashion idea itself); Haagen-Dazs, Inc. v. Frusen Gladje, Ltd., 493 F.Supp. 73, 75 (S.D.N.Y.1980) (no protection for Haagen-Dazs’s “unique Scandinavian marketing theme” used to promote its premium ice cream). On the other hand, concrete expressions of such ideas will be protected. See, e.g., Hartford House Ltd. v. Hallmark Cards Inc., 846 F.2d 1268, 1274 (10th Cir.) (“Blue Mountain has not been granted exclusive rights in an artistic style or in some concept, idea, or theme of expression. Rath *822 er, it is Blue Mountain’s specific artistic expression, in combination with other features to produce an overall Blue Mountain look, that is being protected.”), cert. denied, 488 U.S. 908, 109 S.Ct. 260, 102 L.Ed.2d 248 (1988); Philip Morris Inc. v. Star Tobacco Corp., 879 F.Supp. 379, 383 (S.D.N.Y.1995) (trade dress in advertisements of plaintiffs Marlboro cigarettes, which juxtaposed the product with a setting of the American West through its “Marlboro Country” and “Marlboro Man” images, was inherently distinctive and thus protectable). 1

The distinction between an unprotecta-ble generalized concept or idea for a product and a protectable concrete expression of an idea may often, as in the present case, be a close one. See Milstein, 58 F.3d at 33; Soweco, Inc. v. Shell Oil Co., 617 F.2d 1178, 1182 (5th Cir.1980) (“Trademark cases often involve line drawing in areas that are inherently ‘fuzzy.’ ”), cert. denied 450 U.S. 981, 101 S.Ct. 1516, 67 L.Ed.2d 816 (1981). Milstein suggests that a court faced with this task keep in mind the purpose of trade dress law:

to protect an owner of a dress in informing the public of the source of its products, without permitting the owner to exclude competition from functionally similar products. The line drawing task is ... to distinguish an unprotectable idea from a protectable expression of the idea.

Milstein, 58 F.3d at 33. 2

Two cases involving the “Cabbage Patch Kids” perhaps serve to illustrate the distinction between a mere marketing idea and a specific marketing or sales presentation with sufficient embodiment to be con *823 sidered protectable dress. In Original Appalachian Artworks, Inc. v. Toy Loft, Inc., 684 F.2d 821 (11th Cir.1982), a precursor of the Cabbage Patch Kids obtained trade dress protection against the defendant, a manufacturer of soft-sculptured dolls that, like plaintiffs dolls, came with adoption papers, a birth certificate, and the creator’s name on each doll’s buttock. The court found that these accouterments, although marketing techniques, were pro-tectable trade dress. 684 F.2d at 831. In the second Cabbage Patch case, Original Appalachian Artworks, Inc. v. Blue Box Factory, 577 F.Supp.

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

Related

Keane v. Fox Television Stations, Inc.
129 F. App'x 874 (Fifth Circuit, 2005)
Keane v. Fox Television Stations, Inc.
297 F. Supp. 2d 921 (S.D. Texas, 2004)

Cite This Page — Counsel Stack

Bluebook (online)
145 F. Supp. 2d 819, 2000 U.S. Dist. LEXIS 21524, 2000 WL 33348235, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kleck-v-bausch-lomb-inc-txwd-2000.