clearline v. cooper b-line - joint pre-trial order
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IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
CLEARLINE TECHNOLOGIES LTD.,
Plaintiff,
v.
COOPER B-LINE, INC.,
Defendant.
No. 4:11-cv-1420
JURY DEMANDED
JOINT PRETRIAL ORDER
1. Appearance of CounselA. Plaintiff:
Clearline Technologies, Ltd.
1149 St. MatthewsWinnipeg, MB Canada R3G 0J8
M. Ross CunninghamChristopher M. McDowell
John P. PinkertonRose Walker, LLP3500 Maple Avenue, Suite 900
Dallas, Texas 75219
214.752.8600
Robert D. Katz
Katz, PLLC
2908 Rosedale AvenueDallas, Texas 75205
469.278.5999
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3. MotionsPlaintiffs Motion in Limine is pending before the Court. Plaintiff may need to re-urge
its challenge as to Juan Herrera.
Defendants Motion in Limine is pending.
4. ExhibitsPlaintiff See attached Exhibit 4-A.
Defendant See attached Exhibit 4-B.
5. WitnessesIn the event that there are any other witnesses to be called at the trial, their names, addresses,
and the subject matter of their testimony shall be reported to opposing counsel as soon as
they are known. This restriction shall not apply to rebuttal or impeaching witnesses, the
necessity of whose testimony cannot reasonably be anticipated before the time of trial.
A. PlaintiffBurgreen, James Clearline will call Mr. Burgreen by deposition unless he is made available.Cooper Industries
600 Travis Street, Suite 5600
Houston, Texas 77002(713) 209.8400
Mr. Burgreen is expected to testify as to certain matters pertaining to Coopers current and
previous websites, including the code for those website pages, search results, page/click metrics
and generally the information contained in his deposition. The full extent of Mr. Burgreens
testimony is contained within his deposition transcript, and Plaintiff reserves the right to
designate any or all of his deposition for trial.
Crain, Bob Clearline will call Mr. Crain by deposition unless he is made available.
Director of Marketing/Product DevelopmentCablofil
8319 State Route 4
Mascoutah, IL 62258(618) 566-5850
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Mr. Crain is expected to testify as to issues regarding the C-Port product, Coopers sale and
marketing of the C-Port, Coopers manufacture and sale of the copy-cat Dura-Blok product,
customer confusion due to Coopers copying of the C-Port. The full extent of Mr. Crains
testimony is contained within his deposition transcript, and Plaintiff reserves the right to
designate any or all of his deposition for trial.
Krovats, Neil Clearline will call Mr. Krovats live at trial.
Clearline Technologies, Ltd.
1149 St. Matthews Ave.
Winnipeg, Canada MB R3G-0J8(204) 786-3334
Mr. Krovats is the president of Clearline Technologies Ltd. and is expected to testify as to
Clearlines product line and general business practices. He will also testify about customer
confusion due to Coopers copying and imitating the C-Port trade dress in connection with its
Dura-Blok Products and use of Clearlines C-Port trademark. Mr. Krovats will testify about the
invention of the C-Port, Clearlines independent marketing efforts for its C-Port products, the
notoriety of the C-Port trade dress and trademark, the non-functionality of the yellow stripe on
the C-Port, the loss of sales and profits due to Coopers sale of the Dura-Blok products, future
damages due to Coopers continued use of the C-Port trade dress and other related topics. The
full extent of Mr. Krovats testimony was further explored by defendants during his deposition
and, to the extent additional topics were discussed during his deposition, then Plaintiff
incorporates those topics by reference.
Moeller, Lindsey - Clearline will call Ms. Moeller by deposition.
Hanley Wood Exhibitions6191 N. State Hwy. 161, Suite 500
Irving, TX 75038(972) 536-6300
Clearline will call Ms. Moeller by deposition on written questions as the custodian of records forHanley Wood, LLC. to prove up the Hanley Wood Exhibitions trade show brochures for 2009-
2011 if Defendants will not stipulate to the admissibility of the exhibits for all purposes at trial.
Peeler, Chris Clearline will call Mr. Peeler live at trial.Cooper B-Line, Inc.
509 W. Monroe St.Highland, Illinois 62249(618) 654-2184
(800) 851-7415
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Clearline will call Mr. Peeler at trial (whether live or by deposition) Mr. Peeler is expected to
testify as to the willful infringement of Clearlines trade dress and trademark. Mr. Peeler willalso testify about customer confusion, Coopers intentional destruction of Clearlines business in
the United States, Coopers knowledge of trademark infringement via the Hanley Woods
publications, Coopers knowledge of Clearlines trade dress and its efforts to design around the
trade dress, and Coopers sales and gross profits of C-Port and Dura-Blok products. The fullextent of Mr. Peelers testimony is contained within his deposition transcript, and Plaintiff
reserves the right to designate any or all of his deposition for trial.
Price, Alan - Clearline will call Mr. Price by deposition unless he is made available.
1128 S. 258th St.
Seattle, WA 98198(253) 228-0725
Clearline will call Mr. Price at trial (whether live or by deposition) Mr. Price is expected to
testify as to the willful infringement of Clearlines trade dress and trademark. Mr. Price will also
testify about customer confusion, Coopers intentional destruction of Clearlines business in theUnited States, Coopers knowledge of trademark infringement via the Hanley Woods
publications, Coopers knowledge of Clearlines trade dress and its efforts to design around thetrade dress, and Coopers sales and gross profits of C-Port and Dura-Blok products. The full
extent of Mr. Prices testimony is contained within his deposition transcript, and Plaintiff
reserves the right to designate any or all of his deposition for trial.
Rice, Dave Clearline will call Mr. Rice by deposition unless he is made available.
Cooper B-Line, Inc.509 W. Monroe St.
Highland, Illinois 62249(618) 654-2184
(800) 851-7415
Clearline will call Mr. Rice at trial (whether live or by deposition) Mr. Price is expected totestify as to the willful infringement of Clearlines trade dress and trademark. Mr. Rice will also
testify about customer confusion, Coopers intentional destruction of Clearlines business in the
United States, Coopers knowledge of trademark infringement via the Hanley Woodspublications, Coopers knowledge of Clearlines trade dress and its efforts to design around the
trade dress, and Coopers sales and gross profits of C-Port and Dura-Blok products. The full
extent of Mr. Rices testimony is contained within his deposition transcript, and Plaintiff reservesthe right to designate any or all of his deposition for trial.
Swiney, Mike Clearline will call Mr. Swiney by deposition unless he is made available.Cooper B-Line, Inc.
509 W. Monroe St.
Highland, Illinois 62249
(618) 654-2184(800) 851-7415
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Mr. Swiney is expected to testify as to certain matters pertaining to Coopers current and
previous websites, including the code for those website pages, search results, page/click metricsand generally the information contained in his deposition. The full extent of Mr. Swineys
testimony is contained within his deposition transcript, and Plaintiff reserves the right to
designate any or all of his deposition for trial.
Wright, Tony Clearline will call Mr. Wright live at trial.
Wright IMC
660 North Central Expressway, Suite 450Plano, TX 75074
(972) 215.7167
Mr. Wright will testify about the historical Cooper Dura-Blok webpages, including their use of
the C-Port trademark in the meta-tags/alt-tags, specifically the use of the C-Port registered
trademark in the meta-tag/alt-tag describing the Dura-Blok DB20 image on the webpages. Mr.
Wright will testify about the content of the webpages that he retrieved from the Internet Archive.
Mr. Wright will also offer testimony concerning the mechanics of webpages, html code andsearch engine results based on webpage data, including meta-tags/alt-tags.
Prescott, Laurance Ph.D. Clearline will call Dr. Prescott live at trial.
Accumyn Consulting
1415 Congress Street, Suite 200Houston, Texas 77002
682.551.6613
Dr. Prescott is an economist and an expert in the areas of intellectual property, economic and
financial damage claim computations, valuation analysis, risk management and econometric andstatistical analytics. He is expected to testify regarding Clearlines past and future damages. The
full extent of the subject matter and areas of Dr. Prescotts testimony may be found in Plaintiffs
prior designations of Mr. Prescott and his written reports and supplements.
Turner, Robert Clearline may call Mr. Turner live at trial.
McDole Kennedy & Williams PC
1700 Pacific AvenueSuite 1280
Dallas, Texas 75201
(214) 979-1122
Cunningham, M. Ross Clearline will call Mr. Cunningham live at trial.
Rose Walker3500 Maple Ave., Suite 900
Dallas, TX 75219
214.752.8600
Mr. Cunningham is a partner with the law firm of Rose Walker, L.L.P. and will testify as to the
reasonableness and necessity of the attorneys fees and expenses incurred during the pendency of
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this case. Mr. Cunninghams opinions and the basis for those opinions has been previously
provided in disclosures.
Katz, Robert Clearline may call Mr. Katz live at trial.
Katz, PLLC
2908 Rosedale Ave.Dallas, TX 75205
(469) 278.5999
Mr. Katz is a member with the law firm of Katz, PLLC and may testify as to the reasonableness
and necessity of the attorneys fees and expenses incurred during the pendency of this case. Mr.
Katzs opinions and the basis for those opinions has been previously provided in disclosures.
Washburn, Rodney Clearline will call Mr. Washburn by deposition.
General Counsel
DASH
2500 Adie RoadMaryland Heights, MO 63043
(314) 432.3200
Clearline will call Mr. Washburn by deposition on written questions as the custodian of records
for DASH and RB Rubber to prove up the DASH and RB Rubber produced documents ifDefendants will not stipulate to the admissibility of the exhibits for all purposes at trial.
Hilton, Vernon Clearline will call Mr. Hilton by deposition.Director of Purchasing
Rockford Board of EducationSchool District 205
201 South Madison Street
Rockford, Illinois 61104
815-966-3082
Clearline will call Mr. Hilton by deposition on written questions as the custodian of records for
the Rockford Board of Education to prove up the Rockford Board of Education Request for Bidon Supplies for School District 205 if Defendants will not stipulate to the admissibility of the
exhibits for all purposes at trial.
Please see Exhibit 5C attached hereto for Plaintiffs Deposition Designations.
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B. Defendant
The witnesses that Cooper B-Line expects to call at trial:
Brent K. Bersin
10000 Memorial, Suite 300Houston, Texas 77024
(713) 335-5445
Mr. Bersin will offer expert testimony regarding damages and related issues. The substance ofhis testimony is that Plaintiff has not suffered any damages and has not suffered damages in the
amounts to which Defendants expert may testify.
James Burgreen
203 Cooper Circle
Peachtree City, GA 30269(770) 631-2100
Mr. Burgreen will testify about searches allegedly relating to the presence of the C-PORT markon Cooper B-Lines website. The substance of his testimony is that the presence of the C-
PORT mark on Cooper B-Lines website had relatively little, if any, effect on website traffic
and product sales.
Jason Cook
Product Manager, Marketing
Cooper B-Line, Inc.509 W. Monroe St.
Highland, IL 62249
(618) 654-2184
Mr. Cook will testify about Plaintiffs claim that Cooper B-Line has used and continues to use
the C-PORT mark in a trade show catalog and about service and supply issues in Cooper B-
Lines relationship with Plaintiff. The substance of his testimony is that Cooper B-Line did notpublish the trade show catalog or know about the error in the trade show catalog, that it promptly
took action to correct the error upon discovering it, and that the error had no effect on productsales. The substance of his testimony is also that Cooper B-Line suffered significant service and
supply problems with Clearline.
Robert Crain
Cablofil8319 State Route 4Mascoutah, IL 62258
(618) 566-5850
Mr. Crain will testify by deposition about the sales and marketing of the Cablo-Port and
Cablofils relationship with Clearline. The substance of Mr. Crains testimony is that Cablofil
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sells and markets the C-PORT roof top support block under the name of Cablo-Port without
attribution to Clearline and that, based on information received from Clearline, Cablofiladvertises the reflective yellow stripe on the C-PORT roof top support block as a reflective
safety strip to improve visibility. Mr. Crains deposition designations are attached.
Margie DollCooper B-Line, Inc.
509 W. Monroe St.
Highland, IL 62249(618) 654-2184
Ms. Doll will testify about Plaintiffs claim that Cooper B-Line has used and continues to use theC-PORT mark in a trade show catalog. The substance of her testimony is that Cooper B-Line
did not publish the trade show catalog or know about the error in the trade show catalog, and that
it promptly took action to correct the error upon discovering it.
Juan Manuel Herrera, Ph.D., P.E.28 San Marcos
El Paso, Texas 79922-166(915) 534-3995
Dr. Herrera will offer expert testimony regarding the functionality of Clearlines alleged tradedress. The substance of his testimony is that the yellow stripe and black color of the roof top
support blocks are functional.
Chris Peeler
Cooper B-Line, Inc.509 W. Monroe St.
Highland, IL 62249
(618) 654-2184
Mr. Peeler will testify about all aspects of Cooper B-Lines relationship with Plaintiff and about
the development and marketing of the DURA-BLOK roof top support blocks. The substance
of his testimony is that Cooper B-Line developed the DURA-BLOK roof top support blocksand terminated its relationship with Clearline because of service and supply problems, that the
yellow stripe and black color of the roof top support blocks are functional, that no feature of
DURA-BLOK roof top support blocks was developed with the intention of capitalizing on thegoodwill of Clearlines alleged trade dress or trademark, and that Cooper B-Lines ability to sell
and success at selling the roof top support blocks is because of its distribution network and
customer relationships and not because of Clearlines alleged trade dress or trademark.
Alan Price
1128 S. 258th Street
Seattle, WA 98198(253) 228-0725
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Mr. Price will testify by deposition about the sales and marketing of C-Port, Dura-Blok and other
rooftop support products. The substance of his testimony is that Cooper B-Line was the sourcewith which purchasers associated the C-PORT roof top support blocks and that the reflective
yellow striping on both the C-PORT and DURA-BLOK roof top support blocks is
functional. Mr. Prices deposition designations are attached.
David Rice
Cooper B-Line, Inc.
509 W. Monroe St.Highland, IL 62249
(618) 654-2184
Mr. Rice will testify, most likely by deposition about all aspects of Cooper B-Lines relationship
with Plaintiff and about the development and marketing of the DURA-BLOK roof top support
blocks. The substance of his testimony is that Cooper B-Line developed the DURA-BLOK
roof top support blocks and terminated its relationship with Clearline because of service and
supply problems, that the yellow stripe and black color of the roof top support blocks arefunctional, and that no feature of DURA-BLOK roof top support blocks was developed with
the intention of capitalizing on the goodwill of Clearlines alleged trade dress or trademark. Mr.Rices deposition designations are attached.
Mike SwineyCooper B-Line, Inc.
509 W. Monroe St.
Highland, IL 62249(618) 654-2184
Mr. Swiney will testify about Cooper B-Lines website and the presence of the C-PORT mark
on Cooper B-Lines website. The substance of Mr. Swineys testimony is that a single
descriptive reference to C-Port was inadvertently left in the Cooper B-Line has used and
continues to use the C-PORT mark in an alt tag on the website and that this error hadrelatively little, if any, effect on website traffic and product sales.
The witnesses that Cooper B-Line may call at trial if the need arises:
Eric Augustin
Cooper B-Line, Inc.509 West Monroe Street
Highland, Illinois 62249
(618) 654-2184
If necessary, Mr. Augustin will testify about margins and proper costs and expenses to deduct
from Cooper B-Lines revenue from C-PORT products and DURA-BLOK products and
express opinions about the reasonableness and determination of those costs and expenses and thequantity of C-PORT products and DURA-BLOK products sold. The substance of Mr.
Augustins testimony is that certain costs and expenses should be deducted to arrive at
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appropriate margins and profits, that those costs and expenses are reasonable costs and expenses
to deduct and are properly and accurately calculated, and the margins and profits based ondeduction of these costs and expenses are properly and accurately calculated.
Mitchell C. Chaney
COLVIN, CHANEY, SAENZ & RODRIGUEZ, L.L.P.1201 E. Van Buren
P. O. Box 2155
Brownsville, Texas 78522-2155(956) 542-7441
If necessary, Mr. Chaney will offer expert testimony regarding attorneys fees.
Robin L. Harrison
John L. Dagley
Campbell Harrison & Dagley L.L.P.
4000 Two Houston Center909 Fannin Street
Houston, Texas 77010(713) 752-2332
If necessary, Messrs. Harrison and Dagley will offer expert testimony regarding attorneys fees.
Larry Lane
RB Rubber904 N.E. 10th Ave.
McMinnville, OR(503) 434-4454
If necessary, Mr. Lane will testify about the relationship between RB Rubber and Cooper B-Line
and the manufacture of the DURA-BLOK products.
Don Overturf
RB Rubber904 N.E. 10th Ave.
McMinnville, OR
(503) 434-4454
If necessary, Mr. Overturf will testify about the relationship between RB Rubber and Cooper B-
Line and the manufacture of the DURA-BLOK products.
Joe Pace
Cooper B-Line, Inc.
509 W. Monroe St.Highland, IL 62249
(618) 654-2184
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If necessary, Mr. Pace will testify about service and supply problems in Cooper B-Linesrelationship with Clearline and concerning orders, shipment and sales of C-PORT products.
The substance of his testimony is that Cooper B-Line experienced significant service and supply
issues with Clearline.
Rodney Washburn
DASH
2500 Adie Road.Maryland Heights, MO 63043
(314) 432-3200
If necessary, Mr. Washburn will testify about the relationship between RB Rubber and Cooper
B-Line and the manufacture of the Dura-Blok products.
Connie Winkeler
Cooper B-Line, Inc.509 W. Monroe St.
Highland, IL 62249(618) 654-2184
If necessary, Ms. Winkeler will testify about orders, shipment and sales of C-PORT products.The substance of her testimony is that Cooper B-Line experienced significant service and supply
issues with Clearline.
Please see Exhibit 5D attached hereto for Defendants Deposition Designations.
6. Trial(a) This is a jury trial.(b) Plaintiff and Defendant believe that this case will take 5-7 days including voir
dire, opening and closing.
(c) Availability of witnesses.1. Plaintiff has 5 live witnesses who are available during trial.2. Defendant does not anticipate availability problems for any of its witnesses.
7. Additional Required AttachmentsThe portion of the jury charge agreed to by the parties is attached hereto as Exhibit 7.
(a) Plaintiffs proposed jury instructions, definitions, and interrogatories are attachedhereto as Exhibit 7aA.
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Defendants proposed jury instructions, definitions, and interrogatories are
attached hereto as Exhibit 7aB.
(b) Plaintiffs Memorandum of Law is attached hereto as Exhibit 7bA.Defendants Memorandum of Law is attached hereto as Exhibit 7bB.
APPROVAL REQUESTED:
/s/Ross CunninghamM. Ross Cunningham
Attorney-in-charge
Texas Bar No. 24007062
Southern District No. 34405Christopher M. McDowell
Texas Bar No. 24002571SD Bar No. 22801
John P. Pinkerton
Texas Bar No. 16016700
Southern District No. 32459Rose Walker, LLP
3500 Maple Avenue, Suite 900
Dallas, Texas 75219214.752.8600 (Main)
214.752.8700 (Facsimile)[email protected]@rosewalker.com
Robert D. KatzState Bar No. 24057936
Southern District No. 1142686Katz, PLLC
2908 Rosedale Avenue
Dallas, Texas 75205
(469) 278-5999(888) 231-5775 (Facsimile)
ATTORNEYS FOR PLAINTIFF
CLEARLINE TECHNOLOGIES LTD.
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/s/Robin Harrison
Robin HarrisonState Bar No. 09120700
Southern District No. 4556
John Dagley
State Bar No. 05310050Southern District No. 12729
Campbell Harrison & Dagley L.L.P.
4000 Two Houston Center909 Fannin Street
Houston, Texas 77010
713.752.2332
Mitchell Chaney
State Bar No. 04107500
Southern District No. 1918
Colvin, Chaney, Saenz & Rodriguez, LLP1201 East Van Buren 78250
P.O. Box 1155Brownsville, TX 78522
956.542.7441
ATTORNEYS FOR DEFENDANT
COOPER B-LINE, INC.
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Exhibit # Depo Ex.
No.
Bates
Beginning
Bates End Exhibit
Date
Exhibit Description Offered Object
105 Swiney Depo
Exhibits
CL001130 CL001142 Source Code
106 Swiney Depo
Exhibits
CL 000554 CL 000555 Wois Lookup Domain Availibility and Registration
Information
107 CL002725 CL002740 Incontestability affidavit
108 CL000805 CL000824 Clearline Financial Documents & Sales Documents
109 CL000466 CL000466 Clearline Financials 2007 - 2008 & 2008 - 2009
110 CL000105 CL000153 Clearline Advertising & Promotional Documents
111 CL001058 CL001059 Correspondence from Neil Krovats to Marvin Thorarinson
112 CL001078.007 4.9.07 E-mail to Chris Peeler
113 DASH000571 12.16.11 E-mail to Chris Peeler
114 CL001126 CL001129 International Roofing Expo Program Guides
115 CL000545 CL000552 Cooper Website HTML coding
116 CL000560 CL000561 Search Engine Results
117 CL000782 CL000804 Clearline's Annual Sales Figures
118 CL000460 August 2010 Purchase Order
119 CL001500
CL001773
CL001776
CL001887 ALSC Architects Eastern Washington University Project
and supporting Affidavit of J ohn Manning
120 CL001928
CL002016
CL002020
CL002046
CL 002128 Rockford Board of Education Project Documents and
supporting Affidavit of Vernon Hilton
121 CL00542 C-Port Entry on U.S. PTO Principal Register
122 CL001064 CL001069 C-Port Drawings123 BL00496 Dura-Blok Drawings
124 CL000001 CL000002 Correspondence to Cooper B-Line from Erin McNicol
125 CL000003 Correspondence to Erin McNicol from Cooper B-Line
126 CL002430 CL002567 Deposition on Written Questions of Hanley Wood and
exhibits
127 CL002680
CL002912
CL002708
CL002926
Rose Walker Fee Bills
128 CL002895 CL002911 Robert Katz Fee Bills
129 CL002656 CL002660 Patton Roberts Fee Bills
130 CL002678 CL002691 Akins, Macaulay & Thorvaldson Fee Bills
131 Exemplar Clearline C-Port products
132 Exemplar Cooper B-Line Dura-Blok products
133 Exemplar of other competitors' rooftop supports
134 CL002416 CL002419 Building Code Excerpts
135 CL002420 Rooftop Catwalk drawing136 CL002421 CL002429 Fax Blasters
137 CL002568 CL002640 Morden Middle School Roof Replacement Docs
138 CL002661 CL002676 Sales History 2004 - 2005
139 CL002677 Trade Show Retreat
140 National Building Code 22,000 (formerly known as
15,000), which is the section governing pipe and
equipment supports
141 CL000460 Purchase Order
142 C-Port Summary of contribution margin, C-Port Salves by
SKU, Dura-Blok Summary of Contribution margin, and
Dura-Blok Sales by SKU for the period ending J uly 31,
2012
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Exhibit # Depo Ex.
No.
Bates
Beginning
Bates End Exhibit
Date
Exhibit Description Offered Object
143 CL002741 CL002894 Cooper Industries plc's 2011 Annual Report, Cooper
Industries plc's 2011 form 10-K, and Cooper Industries plc's
Form 10-Q for the period ending June 30, 2012
144 Official Notice from USPTO of Acceptance and
Acknowledgement under Sections 8 and 165 of the
Trademark Act regarding Trademark Registration No.
3,227,010
145 Cooper's Responses to Request for Admissions Nos. 13,
14, 15146 Cooper's Responses to Request for Admissions Nos. 101,
102
147 Cooper's Responses to Request for Admissions Nos. 118,
119
148 CL001062 E-mails from HC- Yurkiw.pst
149 CL002721 CL002724 B-Line C-Port Brochure BRTS-03R
150 CL001192 CL001202 5.20.08 html code and Cooper webpage
151 CL001233 CL001243 10.24.08 html code and Cooper webpage
152 CL001265 CL001276 12.24.08 html code and Cooper webpage
153 CL001288 CL001299 2.23.09 html code and Cooper webpage
154 CL001333 CL001353 9.27.10 html code and Cooper webpage
155 CL001354 CL001374 10.19.10 html code and Cooper webpage
156 CL001385 CL001395 11.22.10 html code and Cooper webpage
157 CL001396 CL001406 12.1.10 html code and Cooper webpage
158 BL008231 BL008237 7.12.07 C-Port PowerPoint Presentation
159 Affidavit from DASH with attachments160 L Prescott
Docs
CL 001124 P&L Detail 2007 - 2008
161 L Prescott
Docs
CL 00125 P&L Detail 2006 - 2007
162 L Prescott
Docs
CP Sales by SKU - Quantity Produced 031312
163 L Prescott
Docs
CP Summary and Sales by SKU
164 L Prescott
Docs
DB Sales by SKU - Quantity - Produced 31312
165 L Prescott
Docs
Exhibit D - C-Port Sales by SKU - to Fed R. Civ.P. a-2-c
Disclosures
166 L Prescott
Docs
William G. Barber, "The Recovery of Profits Under the
Lanham Act: Are the District Courts Doing their J ob?",
The Trademark Reporter, (Vol. 82 TMR, pages 173 - 174,
1992
167 L PrescottDocs Davidson, Maher, Stickney and Weil. ManagedAccouning: An Introduction to Concepts, Methods and
Uses. Second Edition. The Dryden Press. 1988
168 L Prescott
Docs
Rooftop Support System is made of recycled rubber.,
Clearline Technologies. Pdf (or
http://news.thomasnet.com/fullstory/Rooftop-Support
system-is-made-of-recycled-rubber-453907
169 L Prescott
Docs
CP-SKU Prod 082212
170 L Prescott
Docs
DB-SKU Prod 082212
171 L Prescott
Docs
CP-SCM Prod 082212
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Exhibit # Depo Ex.
No.
Bates
Beginning
Bates End Exhibit
Date
Exhibit Description Offered Object
172 L Prescott
Docs
DB--SCM P rod 082212
173 L Prescott
Docs
TLCOMCON Fed Data
174 L Prescott
Docs
U33HVS
175 L Prescott
Docs
Lieberman M. and D. Montgomery, 'First-mover
advantages', Strategic Management J ournal, Volume 9,
Special Issue: Strategy Content Report, Summer 1988. @
http://www.anderson.ucla.edu/faculty/marvin.lieberman/publications/FMA 1-SMJ 1988.pdf
176 L Prescott
Docs
BL 001190 DuraBlok Rooftop Support System Launch Kit Cross
Reference & List Prices
177 L Prescott
Docs
CL 000047 CL 000048 C-Port Brochure
178 L Prescott
Docs
CL 000077 CL 000092 Dura-Blok brochure BRTS-08
179 L Prescott
Docs
CL 000313 Cooper Pricing and shipping amounts spreadsheet
180 L Prescott
Docs
CL 00374 CL 000411 Sales Report by Customer Detail
181 L Prescott
Docs
CL 00550 Code from webpage
182 L Prescott
Docs
CL 001073 Brochure with product information and size detailing
183 L PrescottDocs
CL 001077 HC 2007 - 2008 P&L B
184 L P rescott DASH 001494 DASH 1507 RB Rubber P roducts, Inc. - Sales History by Location
Docs
185 L Prescott
Docs
DASH 001435 DASH 1495 E-mails produced by RB Rubber P roducts
186 L Prescott
Docs
DASH 001629 DASH 1642 RB Rubber Products, Inc. - Sales History by Location
187 L Prescott
Docs
DB Summary - EXA and Sales by SKU-EXB Produced
12.22.11
188 L Prescott
Docs
Annual Report for Cooper Industries plc (NYSE:CBE)
189 L Prescott
Docs
Base Supports from RTS Rooftop support Systems
available at
http://www.rooftopsupportsystems.com/bases.htm
190 L Prescott
Docs
Cooper D-B Rooftop Support Pages - taken from Cooper
web site
191 L PrescottDocs
Cooper D-B Rooftop support Standalone - taken fromCooper website
192 L Prescott
Docs
Cooper Entire Catalog - taken from Cooper website
193 L Prescott
Docs
Cooper Rooftop Walkways Flyer - taken from Cooper
website
194 L Prescott
Docs
C-port_spec_sheets_2011
195 L Prescott
Docs
TESS Trademark Status sn78748394
196 L Prescott
Docs
The AHR News, July 18, 2005 at
http://www.achrnews.com/articles/print/100029
197 L Prescott
Docs
US Trademark Law - Rules of Practice and Federal
Statutes USPTO
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Exhibit # Depo Ex.
No.
Bates
Beginning
Bates End Exhibit
Date
Exhibit Description Offered Object
198 Krovats Depo
Exhibit
Marketing material from B-Line regarding C-Port Rooftop
Support Solution
199 Krovats Depo
Exhibit
C-Port specification sheets for various products
200 Krovats Depo
Exhibit
Marketing material regarding legrand Cablofil rooftop
support systems
201 Krovats Depo
Exhibit
Marketing material from B-Line regarding Dura-Blok
202 Krovats Depo
Exhibit
Advanced Support Products, Inc.'s Specification Sheet for
REC (Rubber EcoCurb)203 Krovats Depo
Exhibit
Specification sheet for RTA KeyCurb Pipe Supports
204 Krovats Depo
Exhibit
Specification sheet for Rooftop Sleeper Support
205 Krovats Depo
Exhibit
Specification sheet for OMG PipeGuard Rooftop Pipe
Supports
206 Krovats Depo
Exhibit
Info on OMG PipeGuard Rooftop Pipe Supports - Safe for
all roof membranes
207 Krovats Depo
Exhibit
Information and specifications for Caddy Pyramid Pipe &
Equipment Supports
208 Krovats Depo
ExhibitSpecification sheet from RoofTooper Rooftop
Supports209 Krovats Depo
Exhibit
Specification sheet from Tremco Rubber Triangle Pipe
Blocks
210 Krovats Depo
Exhibit
2011 Airtec - Equipment Mounting Catalog
211 Krovats DepoExhibit
Specification sheet from DiversiTech - HEF-T SupportSystems
212 Krovats Depo Technical Data Sheet from DiversiTech - Hef-T-Foot
Exhibit
213 Krovats Depo
Exhibit
Unistrut Catalog for Rooftop Pipe Support Systems
214 Krovats Depo
Exhibit
Specification sheet from Big Foot Systems on Fix-it Foot
product
215 Krovats Depo
Exhibit
Specification sheet on Airtec Condenser Support Bracket
from Rectorseal
216 Krovats Depo
Exhibit
CL 000782 CL 000785 7.31.05 Clearline Technologies, Inc. Year End Report -
Accountant's Copy
217 Krovats Depo
Exhibit
CL 000805 CL 000814 7.31.07 Clearline Technologies, Inc. Financial Statements
218 Krovats Depo
Exhibit
CL 000815 CL 000824 7.31.08 Clearline Technologies, Inc. Financial Statements
219 Krovats Depo
Exhibit
CL 000825 CL 000835 7.31.09 Clearline Technologies, Inc. Financial Statements
220 Krovats Depo
Exhibit
1.15.07 E-mail from Tom Derrett to Neil Krovats attaching C-Port
C'07 Planning J an 15, '07.ppt; ClearlingCritical Path Nov 6
'06
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Exhibit 4-B
IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
CLEARLINE TECHNOLOGIES LTD.
Plaintiff,
No. 4:11-cv-1420
v.
Judge Keith P. Ellison
COOPER B-LINE, INC.
Defendants.
DEFENDANTS COOPER B-LINES EXHIBIT LIST
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONS1 February 11, 2004 E-mail between Mark
McRae and Neil Krovats re Cooper B-
Line Rooftop Specification with CSI C-Port Rooftop spec 2-04.doc attached
2 February 2004 E-Mail string between
Mark McRae, Neil Krovats, and Bill
Lampen re Cooper B-Line Rooftop
Specification
3 February 2004 E-mail string between
Robert Crain, Mark McRae, BillLampen, and Neil Krovats re Cooper B-
Line Rooftop Specification
4 February 2004 Email string between Neil
Krovats and Mark McRae re Cooper B-
Line Rooftop Specification
5 April 11, 2006 Meeting Notice
6 Meeting Notes from TMVP Meeting C-
Port 6/28
7 Clearline Technologies Main Plan
8 The Project Gallery Presentation
9 CBL58HighlandRice: C-Port Rooftop
Mount Lead Time Reduction
Presentation
10 September 13, 2006 E-Mail String
between Joe Pace, Chris Peeler and JasonCook re Shipping expectations
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2
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONS11 September 2006 E-Mail String between
Greg Libbrecht, Neil Krovats, and ChrisPeeler re Mini-Port/Airport
12 October 2006 E-Mail String between Lori
Hager ([email protected]) andJeffrey Dodd re building for the week
13 October 24, 2006 E-Mail string betweenGreg Libbrecht, Chris Peeler, Joe Pace,
and Jeffrey Dodd re C-Port Backlog
14 November 2006 E-Mail String between
Tom Derrett and Chris Peeler re Air-
Port and Mini-Port Follow Up
15 November 22, 2006 E-Mail between
Tom Derrett, Chris Peeler, GregLibbrecht, and Neil Krovats re Letter to
your sales staff with letter attached16 January 15, 2007 E-mail between Tom
Derrett and Neil Krovats with Clearline
2007 Sales Plan attached
17 February 26, 2007 E-Mail String
between Jeffrey Dodd and Chris Peeler
re Production Planning
18 February 27, 2007 E-Mail String
between Tom Derrett and Neil Krovats
19 April 2, 2007 E-Mail String between
Tom Derrett and Chris Peeler re C-Port
20 April 25, 2007 E-Mail String betweenNeil Krovats and Tom Derrett reClearline-Cooper call
21 C-Port Blog
22 May 29, 2007 E-Mail String between Joe
Pace and Greg Libbrecht re OPEN
ORDER REPORT CLEARLINE
23 May 29, 2007 E-Mail String between
Connie Winkeler, Andy Tebbe, ChrisPeeler, Ken Kampwerth, David Cibula,
and Joe Pace re C10s
24 May 29, 2007 E-Mail String between JoePace and Greg Libbrecht re OPEN
ORDER REPORT CLEARLINE
25 June 8, 2007 E-Mail between Gerald
Hogen, Joe Pace, and Chris Peeler re
Copy of CL open orders 6 4 2007 withspreadsheet attached
26 June 20, 2007 E-Mail between Joe Pace,Greg Libbrecht, Gerald Hogan, Chris
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3
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONSPeeler, Jason Cook, and Connie
Winkeler re Clearline hot list withspreadsheet attached
27 June 27, 2007 E-Mail from Tom Derrett
to Neil Krovats re Cooper Issues28 June 2007 E-Mail String between Tom
Derrett and Chris Peeler re Serviceissues
29 July 2007 E-Mail String between JoePace, Chris Peeler, David Cibula, and
Connie Winkeler re C-Port Price
Increase
30 July 9, 2007 E-Mail String between Dave
Rice and Chris Peeler re ClearlinesContact Info
31 July 10, 2007 E-Mail between Joe Pace,Gerald Hogan, Connie Winkeler, and
Chris Peeler re C10 Status
32 July 10, 2007 E-Mail between GregLibbrecht, Joe Pace, Gerald Hogan, Chris
Peeler, and Connie Winkeler re C10
Status
33 July 2007 E-Mail String between Joe
Pace and Chris Peeler re Next 3Months
34 August 2, 2007 E-Mail between Joe
Pace, Gerald Hogan, Connie Winkeler,and Chris Peeler re CBL Past due HOT
list
35 August 9, 2007 5:02 AM E-Mail
between Greg Libbrecht, Joe Pace,Gerald Hogan, Chris Peeler, and Connie
Winkeler re Clearline Aug 9 Shipment
Schedule.xls
36 August 9, 2007 1:29 PM E-Mail between
Greg Libbrecht, Joe Pace, Gerald Hogan,
Chris Peeler, and Connie Winkeler re
Clearline Aug 9 ShipmentSchedule.xls
37 August 2007 E-Mail String between Joe
Pace, Greg Libbrecht, Gerald Hogan,
Connie Winkeler, Chris Peeler, and
Jason Cook re Clearline Aug 9Shipment Schedule.xls
38 August 13, 2007 E-Mail between Joe
Pace, Gerald Hogan, Connie Winkeler,
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4
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONSand Chris Peeler re Open order update
39 August 14, 2007 E-Mail between Greg
Libbrecht, Joe Pace, Chris Peeler, and
Gerald Hogan re Production Output
40 August 14 & 15, 2007 E-Mail Stringbetween Chris Peeler and Lori Hager re
Call
41 August 15, 2007 E-Mail String between
Jason Cook, Joe Pace, Gerald Hogan,Connie Winkeler, and Chris Peeler re
Clearline past due
42 August 17, 2007 E-Mail String between
Joe Pace and Chris Peeler re Shipment
Friday Aug 17
43 August 23, 2007 E-Mail String between
Greg Libbrecht, Joe Pace, Gerald HoganJason Cook, and Chris Peeler re
Production scheduling to CBL
requirements
44 August 30, 2007 E-Mail String between
Jerry Masterson, Paul Pinnacle, Chris
Peeler, Andy Tebbe re C10/C20/CXP
45 September 2007 E-Mail String between
Gerald Hogan, Joe Pace, Greg Libbrecht,Connie Winkeler, and Chris Peeler re
This weeks shipments
46 September 2007 E-Mail String betweenJoe Pace, Jason Cook, and Chris Peeler
re This weeks shipments
47 September 2007 E-Mail String between
Greg Libbrecht, Joe Pace, Gerald Hogan,Connie Winkeler, Neil Krovats, Jason
Cook and Chris Peeler re Updates???
48 September 18, 2007 E-Mail Stringbetween Joe Pace, Gerald Hogan, Connie
Winkeler, Greg Libbrecht, and Chris
Peeler re Shipped Friday Sept 14
49 September 21, 2007 E-Mail between JoePace, Gerald Hogan, Connie Winkeler,and Chris Peeler re CL Shipping
schedule for today
50 September 26, 2007 E-Mail String
between Chris Peeler, Dave Rice, and
Gary Griesbaum re rb rubber
51 October 23, 2007 E-Mail String between
Dave Rice and Chris Peeler re 3M
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5
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONSreflective tape
52 October 23, 2007 E-Mail String between
Don Overturf, Chris Peeler, and Dave
Rice re 3M reflective tape
53 October 31, 2007 E-Mail String betweenJoe Pace, Gerald Hogan, Connie
Winkeler, Greg Libbrecht, and ChrisPeeler re Shipped Tuesday Oct 30
54 November 2, 2007 E-Mail Stringbetween Joe Pace, Gerald Hogan, Chris
Peeler, Connie Winkeler, and Jason cook
re Shipped Tuesday Oct 30
55 November 21, 2007 Meeting Notice
56 Dura-Blok Drawing
57 Dura-Blok Drawing
58 November 29, 2007 E-Mail Stringbetween Chris Peeler, Dave Rice, and
Gary Griesbaum re meeting notes
59 January 2008 E-Mail String between JoePace, Jason Cook and Chris Peeler re
Shipped Friday, Jan 4
60 January 2008 E-Mail String between Joe
Pace and Chris Peeler re ShippedFriday, Jan 4
61 January 15, 2008 E-Mail String between
Ed Caperton, Chris Peeler, Dave Rice,
and Andy Kamm re test for tape to stickto block
62 Dura-Blok New Product Selling
Summary
63 February 28, 2008 E-Mail Stringbetween John Scime, George Dowse, and
Chris Peeler re Dura Blok
64 May 1, 2008 E-Mail between Mike
Swiney and Chris Peeler re Dura-Blok(BRTS-08) Website"
65 May 2008 E-Mail String between Mike
Swiney, Chris Peeler, John Bursich, RobSmith, and Martin Witherbee re Dura-
Blok (BRTS-08) Website
66 May 2008 E-Mail String between MikeSwiney, Chris Peeler, and John Bursich
re Dura-Blok (BRTS-08) Website"
67 May 15, 2008 E-Mail String between
Tom Fox and Chris Peeler re
Introducing Cooper B-Lines Dura-Blok
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6
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONSRooftop Support System
68 Dura-Blok Introduction Memo
69 May 2008 E-Mail String between B-Line
U.S. and Chris Peeler re Introducing
Cooper B-Lines Dura-Blok RooftopSupport System
70 December 8, 2008 MiFab Letter
71 June 4, 2008 E-Mail between TammyAntonille, Chris Pickard, and Chris
Peeler re C-Port to Dura-Blok
72 November 4, 2009 E-Mail from Michael
Whiteside to Neil Krovats re B-Line
Case
73 November 2009 E-mail String between
MaryAnn Pasick, Chris Peeler, and
Margie Doll re Emailing:sendbinary74 February 2011 E-Mail String between
Jason Cook, Chris Peeler, and MargieDoll re Roofing company description
75 November 23, 2010 Email from Margie
Doll to Jason Cook re DURA-BLOK
Brand Website Page-Verbiage review
76 November 23, 2010 Email from MargieDoll to Jason Cook re DURA-BLOK
Brand Website Page-Verbiage review
77 November 23, 2010 Email from Jason
Cook to Margie Doll re DURA-BLOKBrand Website Page-Verbiage review
78 November 23, 2010 Email from Jason
Cook to Margie Doll re DURA-BLOKBrand Website Page-Verbiage review
79 Image of B-Line Rooftop Support
80 B-Line C-Port Rooftop Supports
presentation
81 Cooper B-Line C-Port Brochure BRTS-
03
82 C-Port Brochure Mars
83 Cooper B-Line C-Port Brochure BRTS-03R
84 Cooper B-Line C-Port Brochure BRTS-04
85 Cooper B-Line C-Port Brochure BRTS-04R
86 EC&M Article
87 Cooper B-Line C-Port Brochure BRTS-
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7
NO. DESCRIPTION OFFERED ADMITTED OBJECTIONS07
88 Cooper B-Line C-Port Brochure BRTS-
07
89 Dura-Blok Brochure BRTS-08
90 Dura-Blok Brochure BRTS-0891 Dura-Blok Brochure
92 Dura-Blok Brochure
93 C-Port Brochure
94 C-Port Spec Sheets
95 MiFab C-Port Brochure August 3,2009
96 MiFab C-Port Brochure 2011
97 C-Port MiFab Presentation
98 Haydon C-Port Brochure
99 Haydon H-Block Brochure July 2012
100 LeGrand/Cablofil Brochure
101 LeGrand/Cablofil Brochure
102 LeGrand/Cablofil Brochure
103 GNR Brochure
104 GNR Home Park It Brochure
105 GNR Park-It Brochure
106 GNR Parking Lot Safety SolutionsBrochure
107 3M Online Product Catalog
108 RoofTop Accessories Brochure
109 KeyCurb Spec Sheets110 Advanced Support Products Spec Sheets
111 PipeGuard Brochure
112 RoofTopper Brochure
113 Rooftop Sleeper Support Brochure
114 Fix-It Foot Brochure
115 Hef-T-Foot Brochure
116 Erico Caddy Brochure
117 Dura-Blok Web Page Screen
118 Keyword Search Report
119 Keyword Search Report
120 Keyword Search Report121 Keyword Search Report
122 Keyword Search Report
Cooper B-Line reserves the right to identify any additional exhibits as necessary and
permitted by all applicable authority.
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EXHIBIT 5A
Plaintiffs Trial Witness List
Burgreen, JamesCrain, Bob
Krovats, Neil
Moeller, LindseyPeeler, Chris
Price, Alan
Rice, DaveSwiney, Mike
Wright, Tony
Prescott, Laurance Ph.D.
Turner, Robert
Cunningham, M. RossKatz, Robert
Washburn, RodneyHilton, Vernon
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EXHIBIT 5B
IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
CLEARLINE TECHNOLOGIES LTD.
Plaintiff,
No. 4:11-cv-1420v.
JURY DEMANDED
COOPER B-LINE, INC. COOPER INDUSTRIES PLC, and
COOPER TECHNOLOGIES
COMPANY,
Defendants.
DEFENDANT COOPER B-LINES WITNESS LIST
The witnesses that Cooper B-Line expects to call at trial:
Brent K. Bersin
James Burgreen
Jason Cook
Robert Crain
Margie Doll
Juan Manuel Herrera, Ph.D., P.E.
Chris Peeler
Alan Price
David Rice
Mike Swiney
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The witnesses that Cooper B-Line may call at trial if the need
arises:
Eric Augustin
Mitchell C. Chaney
Robin L. Harrison
John L. Dagley
Larry Lane
Don Overturf
Joe Pace
Rodney Washburn
Connie Winkeler
In the event that there are any other witnesses to be called at the
trial, their names, addresses, and the subject matter of their testimony
shall be reported to opposing counsel as soon as they are known. This
restriction shall not apply to rebuttal or impeaching witnesses, the necessity
of whose testimony cannot reasonably be anticipated before the time of trial.
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EXHIBIT 5C
CLEARLINE'S DEPOSITION DESIGNATIONS
Witness: James Burgreen
Date of Depositi on: 4.25.12
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS REB
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51 2 51 21
52 15 52 25
53 3 55 5
55 12 56 22
62 25 63 10
64 15 65 7
66 9 66 15
67 12 67 22
68 10 68 23
69 7 70 3
Witness: Robert Crain
Date of Depositi on: 4.24.12
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS REB
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164 18 165 21
166 7 167 2
168 22 170 9
180 5 185 20
182 10 182 17
183 18 186 4
187 4 193 17
192 5 193 17
194 1 197 11
206 10 208 23
ate of Deposition: 4.12.12
itness: Chris Peeler
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS
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itness: Chris Peeler
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221 15 223 13
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275 13 277 19
278 8 278 18
281 3 282 3
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286 19 287 4
289 10 291 14
293 14 295 2
295 15 296 14
299 4 299 19
299 25 301 3
301 10 304 1
306 19 311 2
311 11 312 17
313 10 314 25
323 4 323 24
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ate of Deposition: 4.12.12
itness: Chris Peeler
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS
324 23 327 2348 12 351 12
351 25 352 10
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24 19 25 16
26 4 27 11
30 4 31 2
31 16 32 19
33 12 34 5
34 14 35 2
50 9 51 11
72 11 73 21
107 10 107 16
109 21 111 6
itness: Alan Price
ate of Deposition : 2.3.12
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS
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134 22 135 11
138 24 139 16
140 4 140 13
145 6 148 2
itness: David Rice
ate of Deposition: 4.11.12
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS
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ate of Deposition: 4.11.12
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ate of Deposition: 4.11.12
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252 12 253 13254 6 255 4
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55 5 55 23
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76 8 77 6
77 24 78 12
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95 21 95 25
96 4 97 10
97 19 98 4
101 15 102 19
104 13 105 19
106 7 107 6
125 18 126 13
127 10 128 6
131 19 132 9
134 19 136 7
itness: Michael Swiney
ate of Deposition: 4.24.12
INITIAL DESIGNATIONS COUNTER-DESIGNATIONS
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EXHIBIT 5D
IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
CLEARLINE TECHNOLOGIES LTD.
Plaintiff,
No. 4:11-cv-1420v.
JURY DEMANDED
COOPER B-LINE, INC. COOPER INDUSTRIES PLC, and
COOPER TECHNOLOGIES
COMPANY,
Defendants.
DEFENDANT COOPER B-LINES DEPOSITION DESIGNATIONS
ROBERT M. CRAIN
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DAVE RICE
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ALAN PRICE
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Show Ex. 4
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Show Exs. 5&6
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Page 102, Line 5 Page 103, Line 21
Cooper B-Line reserves the right to make cross-designations and any additional
designations as necessary and permitted by all applicable authority.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 1
EXHIBIT 7
IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
HOUSTON DIVISION
CLEARLINE TECHNOLOGIES LTD.,
Plaintiff,
v.
COOPER B-LINE, INC., ET AL.,
Defendants.
CIVIL ACTION NO. 4:11-CV-1420
PLAINTIFFS AND DEFENDANTS JOINT PROPOSED
JURY INSTRUCTIONS AND SPECIAL VERDICT FORM
Plaintiff Clearline Technologies Ltd. (Clearline) and Defendant Cooper B-Line, Inc.
submit these Joint Proposed Jury Instructions and Special Verdict form.1
Pursuant to the Courts
Procedures, those parts that the parties cannot agree upon will be submitted separately. The
parties reserve the right to supplement, amend, or withdraw any submission based on the
evidence presented at trial, and to object to any submission.
1
See Procedures of Judge Keith P. Ellison at 78.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 2
GENERAL INSTRUCTIONS
Introduction2
Members of the Jury, you have heard the evidence in this case. I will now instruct you on
the law that you must apply. It is your duty to follow the law as I give it to you. On the otherhand, you, the jury, are the judges of the facts. Do not consider any statement that I have made
in the course of trial or make in these instructions as an indication that I have any opinion about
the facts of this case.
After I instruct you on the law, the attorneys will have an opportunity to make their
closing arguments. Statements and arguments of the attorneys are not evidence and are not
instructions on the law. They are intended only to assist the jury in understanding the evidenceand the parties contentions.
Answer each question from the facts as you find them. Do not decide who you thinkshould win and then answer the questions accordingly. Do not let bias, prejudice, or sympathy
play any part in your deliberations. Your answers and your verdict must be unanimous.
Burden of Proof3
You must answer all questions from a preponderance of the evidence. By this is meantthe greater weight and degree of credible evidence before you. In other words, a preponderance
of the evidence just means the amount of evidence that persuades you that a claim is more likely
so than not so. In determining whether any fact has been proved by a preponderance of theevidence in this case, you may, unless otherwise instructed, consider the testimony of all
witnesses, regardless of who may have called them, and all exhibits received in evidence,
regardless of who may have produced them.
Witness Testimony4
In determining the weight to give to the testimony of a witness, you should ask yourself
whether there was evidence tending to prove that the witness testified falsely concerning someimportant fact, or whether there was evidence that at some other time the witness said or did
something, or failed to say or do something, that was different from the testimony the witness
gave before you during the trial.
You should keep in mind, of course, that a simple mistake by a witness does not
necessarily mean that the witness was not telling the truth as he or she remembers it, becausepeople may forget some things or remember other things inaccurately. So, if a witness has made
a misstatement, you need to consider whether that misstatement was an intentional falsehood or
2
Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.3Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.4Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 3
simply an innocent lapse of memory; and the significance of that may depend on whether it has
to do with an important fact or with only an unimportant detail.
Evidence5
While you should consider only the evidence in this case, you are permitted to draw suchreasonable inferences from the testimony and exhibits as you feel are justified in the light of
common experience. In other words, you may make deductions and reach conclusions that
reason and common sense lead you to draw from the facts that have been established by thetestimony and evidence in the case.
The testimony of a single witness may be sufficient to prove any fact, even if a greaternumber of witnesses may have testified to the contrary, if after considering all the other evidence
you believe that single witness.
There are two types of evidence that you may consider in properly finding the truth as to
the facts in the case. One is direct evidence such as testimony of an eyewitness. The other isindirect or circumstantial evidence the proof of a chain of circumstances that indicates the
existence or nonexistence of certain other facts. As a general rule, the law makes no distinctionbetween direct and circumstantial evidence, but simply requires that you find the facts from a
preponderance of all the evidence, both direct and circumstantial.
Expert Witnesses6
When knowledge of technical subject matter may be helpful to the jury, a person who hasspecial training or experience in that technical field he is called an expert witness is permitted
to state his opinion on those technical matters. However, you are not required to accept thatopinion. As with any other witness, it is up to you to decide whether to rely upon it.
In deciding whether to accept or rely upon the opinion of an expert witness, you may
consider any bias of the witness, including any bias you may infer from evidence that the expertwitness has been or will be paid for reviewing the case and testifying, or from evidence that he
testifies regularly as an expert witness and his income from such testimony represents a
significant portion of his income.
Deposition Testimony7
During the course of trial, certain testimony was presented to you through deposition. A
deposition is the sworn, recorded answers to questions asked a witness in advance of the trial.
Under some circumstances, if a witness cannot be present to testify from the witness stand, thatwitness' testimony may be presented, under oath, in the form of a deposition. Some time before
this trial, attorneys representing the parties in this case questioned this witness under oath. A
5
Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.6Authorities: Fifth Circuit Pattern Jury Instructions Civil, 2.19, 3.1.7Authorities: Fifth Circuit Pattern Jury InstructionsCivil, 2.23 (modified).
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 4
court reporter was present and recorded the testimony. This deposition testimony is entitled to
the same consideration and is to be judged by you as to credibility and weighed and otherwiseconsidered by you insofar as possible in the same way as if the witness had been present and had
testified from the witness stand in court.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 5
[The parties have not been able to agree at this time on certain of the proposed instructions.Pursuant to the Courts procedures, Clearline and Cooper will submit a series of instructions
by separate filings. Clearlines proposed instructions include Proposed Instructions Nos. 1-14
in its submission, and Coopers proposed instructions will be in Parts II and III of itssubmission.]
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 6
[The Proposed Instruction No. 15 below is Part IV of Coopers submission, and the substanceof this submission is agreed to by the parties.]
PROPOSED INSTRUCTION NO. 15INSTRUCTIONS FORDELIBERATIONS
These instructions are given to you as a whole, and you are not to single out one
instruction alone as stating the law, but must consider the instructions as a whole. You have
heard all of the evidence in the case and you have heard the argument of counsel.
You must perform your duties as jurors without bias or prejudice as to any party. The law
does not permit you to be controlled by sympathy, prejudice, or public opinion. All partiesexpect that you will carefully and impartially consider all the evidence, follow the law as it is
now being given to you, and reach a just verdict, regardless of the consequences.
It is your sworn duty as jurors to discuss the case with one another in an effort to reach
agreement if you can do so. Each of you must decide the case for yourself, but only after fullconsideration of the evidence with the other members of the jury. While you are discussing the
case, do not hesitate to re-examine your own opinion and change your mind if you becomeconvinced that you are wrong. However, do not give up your honest beliefs solely because the
others think differently or merely to finish the case.
Remember that in a very real way you are the judgesjudges of the facts. Your only
interest is to seek the truth from the evidence in the case. You should consider and decide this
case as a dispute between persons of equal standing in the community, of equal worth, andholding the same or similar stations in life. A corporation is entitled to the same fair trial as a
private individual. All persons, including corporations and other organizations, stand equalbefore the law and are to be treated as equals.
When you retire to the jury room to deliberate on your verdict, you may take this charge
with you as well as exhibits which the Court has admitted into evidence. Select your Forepersonand conduct your deliberations. If you recess during your deliberations, follow all of the
instructions that the Court has given you regarding your conduct during the trial. After you have
reached your unanimous verdict, your Foreperson is to fill in the form with your answers to thequestions. Do not reveal your answers until such time as you are discharged, unless otherwise
directed by me. You must never disclose to anyone, not even to me, your numerical division on
any question.
Any notes that you have taken during this trial are only aids to memory. If your memory
should differ from your notes, then you should rely on your memory and not on the notes. Thenotes are not evidence. A juror who has not taken notes should rely on his or her independent
recollection of the evidence and should not be unduly influenced by the notes of other jurors.
Notes are not entitled to any greater weight than the recollection or impression of each juror
about the testimony.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 7
If you want to communicate with me at any time, please give a written message or
question to the Court Security Officer, who will bring it to me. I will then respond as promptly aspossible either in writing or by having you brought into the courtroom so that I can address you
orally. I will always first disclose to the attorneys your question and my response before I answer
your question.
After you have reached a verdict, you are not required to talk with anyone about the case
unless the Court orders otherwise. You may now retire to the jury room to deliberate.
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JOINT PROPOSED JURY INSTRUCTIONS AND QUESTIONS 8
SPECIAL VERDICT FORM
[The jury questions on the special verdict form could not be agreed to by the parties, and will
be addressed in separate submissions by Clearline and Cooper.]
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PLAINTIFF CLEARLINE TECHNOLOGIES LTD.S PROPOSED JURY INSTRUCTIONS AND QUESTIONS 1
EXHIBIT 7aA
IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF TEXAS
HOUSTON DIVISION
CLEARLINE TECHNOLOGIES LTD.,
Plaintiff,
v.
COOPER B-LINE, INC., ET AL.,
Defendants.
CIVIL ACTION NO. 4:11-CV-1420
PLAINTIFFS PROPOSED
JURY INSTRUCTIONS AND SPECIAL VERDICT FORM
Plaintiff Clearline Technologies Ltd. (Clearline) submits these Proposed Jury
Instructions and Special Verdict form.1
Clearline reserves the right to supplement, amend, or
withdraw any submission based on the evidence presented at trial, and to object to any
submission.
1See Procedures of Judge Keith P. Ellison at 78.
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PLAINTIFF CLEARLINE TECHNOLOGIES LTD.S PROPOSED JURY INSTRUCTIONS AND QUESTIONS 2
GENERAL INSTRUCTIONS
Introduction2
Members of the Jury, you have heard the evidence in this case. I will now instruct you on
the law that you must apply. It is your duty to follow the law as I give it to you. On the otherhand, you, the jury, are the judges of the facts. Do not consider any statement that I have made
in the course of trial or make in these instructions as an indication that I have any opinion about
the facts of this case.
After I instruct you on the law, the attorneys will have an opportunity to make their
closing arguments. Statements and arguments of the attorneys are not evidence and are not
instructions on the law. They are intended only to assist the jury in understanding the evidenceand the parties contentions.
Answer each question from the facts as you find them. Do not decide who you thinkshould win and then answer the questions accordingly. Do not let bias, prejudice, or sympathy
play any part in your deliberations. Your answers and your verdict must be unanimous.
Burden of Proof3
You must answer all questions from a preponderance of the evidence. By this is meantthe greater weight and degree of credible evidence before you. In other words, a preponderance
of the evidence just means the amount of evidence that persuades you that a claim is more likely
so than not so. In determining whether any fact has been proved by a preponderance of theevidence in this case, you may, unless otherwise instructed, consider the testimony of all
witnesses, regardless of who may have called them, and all exhibits received in evidence,
regardless of who may have produced them.
Witness Testimony4
In determining the weight to give to the testimony of a witness, you should ask yourself
whether there was evidence tending to prove that the witness testified falsely concerning someimportant fact, or whether there was evidence that at some other time the witness said or did
something, or failed to say or do something, that was different from the testimony the witness
gave before you during the trial.
You should keep in mind, of course, that a simple mistake by a witness does not
necessarily mean that the witness was not telling the truth as he or she remembers it, becausepeople may forget some things or remember other things inaccurately. So, if a witness has made
a misstatement, you need to consider whether that misstatement was an intentional falsehood or
2Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.
3Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.4Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.
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PLAINTIFF CLEARLINE TECHNOLOGIES LTD.S PROPOSED JURY INSTRUCTIONS AND QUESTIONS 3
simply an innocent lapse of memory; and the significance of that may depend on whether it has
to do with an important fact or with only an unimportant detail.
Evidence5
While you should consider only the evidence in this case, you are permitted to draw suchreasonable inferences from the testimony and exhibits as you feel are justified in the light of
common experience. In other words, you may make deductions and reach conclusions that
reason and common sense lead you to draw from the facts that have been established by thetestimony and evidence in the case.
The testimony of a single witness may be sufficient to prove any fact, even if a greaternumber of witnesses may have testified to the contrary, if after considering all the other evidence
you believe that single witness.
There are two types of evidence that you may consider in properly finding the truth as to
the facts in the case. One is direct evidence such as testimony of an eyewitness. The other isindirect or circumstantial evidence the proof of a chain of circumstances that indicates the
existence or nonexistence of certain other facts. As a general rule, the law makes no distinctionbetween direct and circumstantial evidence, but simply requires that you find the facts from a
preponderance of all the evidence, both direct and circumstantial.
Expert Witnesses6
When knowledge of technical subject matter may be helpful to the jury, a person who hasspecial training or experience in that technical field he is called an expert witness is permitted
to state his opinion on those technical matters. However, you are not required to accept thatopinion. As with any other witness, it is up to you to decide whether to rely upon it.
In deciding whether to accept or rely upon the opinion of an expert witness, you may
consider any bias of the witness, including any bias you may infer from evidence that the expertwitness has been or will be paid for reviewing the case and testifying, or from evidence that he
testifies regularly as an expert witness and his income from such testimony represents a
significant portion of his income.
Deposition Testimony7
During the course of trial, certain testimony was presented to you through deposition. A
deposition is the sworn, recorded answers to questions asked a witness in advance of the trial.
Under some circumstances, if a witness cannot be present to testify from the witness stand, thatwitness' testimony may be presented, under oath, in the form of a deposition. Some time before
this trial, attorneys representing the parties in this case questioned this witness under oath. A
5Authorities: Fifth Circuit Pattern Jury Instructions Civil, 3.1.
6Authorities: Fifth Circuit Pattern Jury Instructions Civil, 2.19, 3.1.7Authorities: Fifth Circuit Pattern Jury InstructionsCivil, 2.23 (modified).
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PLAINTIFF CLEARLINE TECHNOLOGIES LTD.S PROPOSED JURY INSTRUCTIONS AND QUESTIONS 4
court reporter was present and recorded the testimony. This deposition testimony is entitled to
the same consideration and is to be judged by you as to credibility and weighed and otherwiseconsidered by you insofar as possible in the same way as if the witness had been present and had
testified from the witness stand in court.
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PLAINTIFF CLEARLINE TECHNOLOGIES L