VTX Communications, LLC v. AT&T, Inc.

District Court, S.D. Texas·Decided April 4, 2023·No. 7:19-cv-00269·Unknown

Opinion

UNITED STATES DISTRICT COURT April 04, 2023 SOUTHERN DISTRICT OF TEXAS Nathan Ochsner, Clerk MCALLEN DIVISION

VTX COMMUNICATIONS, LLC, et al., § § Plaintiffs, § VS. § § CIVIL ACTION NO. 7:19-cv-00269 AT&T INC., et al., § § Defendants. § §

ORDER AND OPINION

The Court now considers Plaintiffs’ motion to strike Edward Rock’s expert report and exclude his testimony,1 Defendants’ motion to exclude the testimony of Thomas Z. Lys and Coleman Bazelon, and alternative motion,2 responses,3 replies,4 and exhibits. I. BACKGROUND AND REMAINING PRE-TRIAL ISSUES In ruling on the parties’ motions for summary judgment, the Court found liability for— inter alia—Defendants’ operation of Cricket in competition with Plaintiff Partnerships and Defendants’ decision to retain spectrum licenses to extract value from the Partnerships in abrogation of their contractual and fiduciary duties.5 Now, the parties have moved to strike certain of each other’s expert reports and exclude those experts from trial.

1 Dkt. No. 79. 2 Dkt. No. 87. 3 Dkt. Nos. 88, 91. 4 Dkt. Nos. 104, 107. 5 Dkt. No. 119. II. LEGAL STANDARD FOR EXPERT OPINION ADMISSIBILITY “[T]he Federal Rules of Evidence control the admission of expert testimony.”6 Rule 702 provides: A witness who is qualified as an expert by knowledge, skill, experience, training, or education may testify in the form of an opinion or otherwise if: (a) the expert’s scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue; (b) the testimony is based on sufficient facts or data; (c) the testimony is the product of reliable principles and methods; and (d) the expert has reliably applied the principles and methods to the facts of the case.7 “Expert testimony which does not relate to any issue in the case is not relevant and, ergo, non- helpful. Similarly, low probative value, or a total lack of it, will render proposed expert testimony unhelpful and, therefore, inadmissible under Federal Rule of Evidence 702.”8 The Court scrutinizes proposed expert testimony more searchingly than lay witness testimony for its pertinency and potential prejudice.9 There is a relevancy problem where an expert opinion is primarily legal in nature because “[e]xperts cannot render conclusions of law or provide opinions on legal issues.”10 In a jury trial, the judge determines the applicable law, so legal opinions are not helpful to the jury as trier of fact. Furthermore, “the trial judge ought to insist that a proffered expert bring to the jury more than the lawyers can offer in argument.”11

6 Mathis v. Exxon Corp., 302 F.3d 448, 459 (5th Cir. 2002). 7 FED. R. EVID. 702. 8 4 JACK B. WEINSTEIN & MARGARET A. BERGER, WEINSTEIN’S FEDERAL EVIDENCE, § 702.02[5] (Mark S. Brodin, ed., 2d ed. 1997) (cleaned up), quoted in Daubert v. Merrell Dow Pharm., 509 U.S. 579, 591 (1993). 9 Rule 702 of the Federal Rules of Evidence Is Sound; It Should not be Amended, 138 F.R.D. 631, 632 (1991) (Weinstein, J.), quoted in Daubert, 509 U.S. at 595. 10 Renfroe v. Parker, 974 F.3d 594, 598 (5th Cir. 2020) (internal quotations omitted). 11 Salas v. Carpenter, 980 F.2d 299, 305 (5th Cir. 1992). Once testimony is deemed relevant, the reliability of the expert’s methodology becomes the touchstone. The Daubert test is a flexible one,12 and “under Daubert, any step that renders the analysis unreliable renders the expert’s testimony inadmissible. This is true whether the step completely changes a reliable methodology or merely misapplies that methodology.”13 To test reliability, the Court assesses the intellectual rigor of the proposed expert

testimony,14 which must be validated by an independent and objective source beyond the expert’s assurances,15 and the Court “should ensure that the [expert] opinion comports with applicable professional standards outside the courtroom and that it will have a reliable basis in the knowledge and experience of [the] discipline.”16 However, an expert report or opinion need not be in lockstep with the relevant discipline’s prevailing view in order to be admissible.17 “Certain more specific factors, such as testing, peer review, error rates, and ‘acceptability’ in the relevant scientific community . . . might prove helpful in determining the reliability of a particular scientific ‘theory or technique.’”18 Reliance on studies that do not support a contention, cherry-picked data, or a dubious methodology may be grounds to reject expert testimony.19

The Court’s task at this stage is gatekeeping, not premature factfinding. “As a general rule, questions relating to the bases and sources of an expert’s opinion affect the weight to be assigned

12 Daubert, 509 U.S. at 594. 13 Moore v. Ashland Chem. Inc., 151 F.3d 269, 278 n.11 (5th Cir. 1998) (quoting In re Paoli R.R. Yard PCB Litig., 35 F.3d 717, 745 (3d Cir. 1994) (cleaned up). 14 Pipitone v. Biomatrix, Inc., 288 F.3d 239, 244 (5th Cir. 2002) (quoting Kumho Tire Co. v. Carmichael, 526 U.S. 137, 152 (1999)). 15 Brown v. Ill. Cent. R.R., 705 F.3d 531, 536 (5th Cir. 2013) (quoting Moore v. Ashland Chem. Inc., 151 F.3d 269, 276 (5th Cir. 1998) (en banc)); see Hathaway v. Bazany, 507 F.3d 312, 318 (5th Cir. 2007) (alteration and quotation omitted) (“But the existence of sufficient facts and a reliable methodology is in all instances mandatory. Without more than credentials and a subjective opinion, an expert's testimony that “it is so” is not admissible.”). 16 Watkins v. Telsmith, Inc., 121 F.3d 984, 991 (5th Cir. 1997) (second alteration in original) (quotation omitted). 17 Whitehouse Hotel LP v. Comm'r, 615 F.3d 321, 332 (5th Cir. 2010) (rejecting the argument that compliance with uniform published professional standards goes to admissibility rather than credibility); see Daubert, 509 U.S. at 588 (“Nothing in the text of this Rule establishes ‘general acceptance’ as an absolute prerequisite to admissibility.”). 18 Kumho Tire Co. v. Carmichael, 526 U.S. 137, 141 (1999) (quoting Daubert, 509 U.S. at 593–94). 19 Burst v. Shell Oil Co., 650 F. App'x 170, 174 (5th Cir. 2016) (per curiam).

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

VTX Communications, LLC v. AT&T, Inc., (S.D. Tex. 2023).

VTX Communications, LLC v. AT&T, Inc. (VTX Communications, LLC v. AT&T, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Salas v. Carpenter
980 F.2d 299 (Fifth Circuit, 1992)
Watkins v. Telsmith, Inc.
121 F.3d 984 (Fifth Circuit, 1997)
Moore v. Ashland Chemical Inc.
151 F.3d 269 (Fifth Circuit, 1998)
Mathis v. Exxon Corporation
302 F.3d 448 (Fifth Circuit, 2002)
Hathaway v. Bazany
507 F.3d 312 (Fifth Circuit, 2007)
Daubert v. Merrell Dow Pharmaceuticals, Inc.
509 U.S. 579 (Supreme Court, 1993)
Kumho Tire Co. v. Carmichael
526 U.S. 137 (Supreme Court, 1999)
Whitehouse Hotel Ltd. Partnership v. Commissioner
615 F.3d 321 (Fifth Circuit, 2010)
In Re Paoli Railroad Yard PCB Litigation
35 F.3d 717 (Third Circuit, 1994)
John Brown v. Natl Railroad Passenger Corp.
705 F.3d 531 (Fifth Circuit, 2013)
MM Steel, L.P. v. Reliance Steel & Aluminum Co., e
806 F.3d 835 (Fifth Circuit, 2015)
Organovo Holdings, Inc. v. Dimitrov
162 A.3d 102 (Court of Chancery of Delaware, 2017)