Lalor v. Omtool, et al.

2000 DNH 260
CourtDistrict Court, D. New Hampshire
DecidedDecember 14, 2000
DocketCV-99-469-M
StatusPublished

This text of 2000 DNH 260 (Lalor v. Omtool, et al.) is published on Counsel Stack Legal Research, covering District Court, D. New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lalor v. Omtool, et al., 2000 DNH 260 (D.N.H. 2000).

Opinion

Lalor v . Omtool, et a l . CV-99-469-M 12/14/00 UNITED STATES DISTRICT COURT

DISTRICT OF NEW HAMPSHIRE

John Lalor and John Heck, on Behalf of Themselves and All Others Similarly Situated, Plaintiffs

v. Civil N o . 99-469-M Opinion N o . 2000 DNH 260 Omtool, Ltd, Robert L . Voelk, Darioush Mardan, Martin A . Schultz and Bruce E . Evans, Defendants

O R D E R

John Lalor and John Heck, on behalf of themselves and all

similarly situated individuals, bring this securities litigation

against Omtool, Ltd. and various officers and directors of the

company. Pursuant to Rules 9(b) and 12(b)(6) of the Federal

Rules of Civil Procedure, defendants move to dismiss the amended

complaint. Plaintiffs object.

Standard of Review

A motion to dismiss under Fed. R. Civ. P. 12(b)(6) is one of

limited inquiry, focusing not on “whether a plaintiff will ultimately prevail but whether the claimant is entitled to offer

evidence to support the claims.” Scheuer v . Rhodes, 416 U.S.

232, 236 (1974). In considering a motion to dismiss, “the

material facts alleged in the complaint are to be construed in

the light most favorable to the plaintiff and taken as admitted.”

Chasan v . Village District of Eastman, 572 F.Supp. 5 7 8 , 579

(D.N.H. 1983). See also The Dartmouth Review v . Dartmouth

College, 889 F.2d 1 3 , 15 (1st Cir. 1989). “[D]ismissal is

appropriate only if ‘it appears beyond doubt that the plaintiff

can prove no set of facts in support of his claim which would

entitle him to relief.’” Roeder v . Alpha Industries, Inc., 814

F.2d 2 2 , 25 (1st Cir. 1987)(quoting Conley v . Gibson, 355 U.S.

4 1 , 45-46 (1957)).

Background

Viewed in the light most favorable to plaintiffs, the

material facts appear as follows. Omtool, Ltd. designs,

develops, markets, and supports open client/server facsimile

software, which automates and integrates fax communications. On

August 8 , 1997, Omtool became a publicly owned company by means

2 of an initial public offering (“IPO”) of its stock. Through the

underwriters of the IPO, Omtool and defendants Voelk, Schultz,

and Evans sold a total of approximately 4.6 million shares of

Omtool common stock at $9 per share.

Eleven months later, after the market closed on July 8 ,

1998, Omtool warned that its revenues for the second quarter of

1998 would fall below analysts’ projections. The press release

attributed the anticipated shortfalls “primarily . . . to several

significant corporate contracts that were not completed on a

timely basis.” Exhibit 4 to defendants’ memorandum. The

following day, Omtool’s stock fell over forty percent ( 4 0 % ) .

Approximately two weeks later, Omtool announced its actual

revenue for the second quarter and again pointed to its failure

to complete several corporate contracts as one of the primary

reasons for its disappointing earnings. See Exhibit 5 to

defendants’ memorandum. Again, the stock market reacted

negatively, and Omtool’s stock continued to decline.

3 On October 6, 1998, the end of the class period, the stock

closed at $2.50 per share. After the close of the market, Omtool

announced that it anticipated its third quarter results would

fall below expectations. Although the company reported that it

was “able to finalize several significant corporate contracts

during the quarter,” it attributed revenue shortfalls to

“extended sales cycles and changes in the buying patterns of our

customers.” Exhibit 6 to defendants’ memorandum. The following

day, the stock again dropped substantially and closed at $1.6875.

Thus, during the class period, the stock traded at a high of

$14.75 per share and, at the end of the class period, fell to

$2.50 per share - a decline of more than eighty percent ( 8 0 % ) .

In the ninety days following the close of the class period,

however, the stock rebounded slightly and traded at an average

price of approximately $2.85 per share.

The amended complaint appears to focus on two allegedly

unlawful courses of conduct. First, plaintiffs claim that the

Registration Statement and Prospectus prepared and distributed by

defendants in connection with the IPO contained material

4 misstatements and omissions. Specifically, plaintiffs challenge

the accuracy of financial statements relating to the year ending

December 3 1 , 1996, and the six month period ending June 3 0 , 1997,

both of which were incorporated into the Prospectus. See Amended

complaint, counts 1 and 2 . Next, they say defendants engaged in

fraud by knowingly recognizing improper revenue, “stuffing”

distribution channels, making fictitious sales, and failing to

maintain corporate accounting statements in accordance with

generally accepted accounting principles. See Amended complaint,

counts 3 and 4 .

Plaintiffs’ complaint advances three basic claims. Count 1

alleges violations of Section 11 of the Securities Act of 1933

(“Securities Act”), 15 U.S.C. § 77k. Count 2 alleges violations

of Section 12 of the Securities Act, 15 U.S.C. § 77l. Both

counts relate to allegedly material false statements contained in

the Prospectus. Counts 3 and 4 , on the other hand, relate to

defendants’ allegedly fraudulent conduct following the IPO.

Count 3 alleges violations of Section 10(b) of the Securities and

Exchange Act of 1934 (“Exchange Act”), 15 U.S.C. § 78j(b), and

5 Rule 10b-5 promulgated thereunder. And, although pled as a

separate claim, Count 4 simply alleges that various individual

defendants named in Count 3 are “controlling persons” of Omtool,

within the meaning of Section 20(a) of the Exchange Act, 15

U.S.C. § 78t, and are, therefore, individually liable to

plaintiffs for alleged violations of Section 10(b) and Rule 10b-

5. See, e.g., Shaw v . Digital Equipment Corp., 82 F.3d 1194,

1216 n.29 (1st Cir. 1996) (noting that “Section 20(a) provides

for derivative liability of persons who ‘control’ others found to

be primarily liable under the Exchange Act.”).

Discussion

In support of their motion to dismiss, defendants advance

four arguments. First, they say that the fraud in which they are

alleged to have engaged did not cause the losses plaintiffs claim

to have suffered. Second, they assert that plaintiffs’ claims

are barred by the statute of limitations. Next, defendants

assert that plaintiffs’ claims under section 12(a)(2) of the

Securities Act must be dismissed for lack of privity. Finally,

6 defendants say the amended complaint fails to plead the alleged

fraud with sufficient specificity.

I. Loss Causation.

Defendants say that “Plaintiffs’ complaint was dead on

arrival when filed because it does not allege that Defendants’

supposed fraud scheme caused Plaintiffs any loss. While

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