Avoiding law suits with product comparisons Upstate NY here, although this is more an internet-level question w.r.t. law. Also, an initial disclaimer: Although my particular use case does not involve Pepsi in any way/shape/form, I'm going to use Pepsi here simply to serve as a perfect example. For the record, I love and drink Pepsi every day :-). Say I decide to start manufacturing my own soda and then I start selling it (I'm not; this is hypothetical and should apply to any industry). On my soda brand's website, I'd like to compare my homegrown soda with Pepsi. Everything that I state will be 100% factual, so we can take false advertising or subjectivity out of the equation here. What laws/international copyrights/statues/etc. control what I can/can't say about Pepsi on my brand's website? On TV, you see product comparisons all the time (laundry detergents and paper towel products seem to be the fiercest competitors in this arena for some strange reason). So I know it is legal to mention competition in your own advertising, but am assuming there are certain claims that may make you more liable for law suit than others. Specifically: I'd like to mention Pepsi (again, not really Pepsi, just 'the competition') I'd like to include Pepsi's logo/trademark for a side-by-side comparison I'd like to make 100% factual claims about Pepsi w.r.t. my product Thoughts?
You cannot use a trademark in a way that may cause confusion that your goods and services are associated with or endorsed by the trade marked goods and services. If you are clear that they are not then you shouldn't have any problems on that front. You also cannot defame the brand: that is make derogatory comments that are not true. On a practical note, when Pepsi (for example) sends you a cease &amp; desist notice, what are you going to do? They can go to the petty cash tin for $2 million to make your life a legal hell for 18-36 months: how much do you have to defend your rights?
It has as much legal standing as the evidence that supports it. See a lawyer to evaluate your position, obviously. But if the evidence is clear that there is no infringement, then the cease and desist letter doesn't mean much.
Yes, that's true Common words are not trademarkable, as is a descriptive phrase, because a trademark needs to be distinctive. As the Netherland Trademark Office tells you, your mark can't fit in any of these categories: literal - Your tradename or logo must not literal describe or depict your goods or services. promotion - The trademark must amount to more than a value judgment alone. misleading They even have an FAQ about that! The trademark is descriptive - which is the most common reason. A trademark is descriptive when it describes the properties of the product or service or promotes these. For example: the words 'super fast bike' for the product category 'bicycles'. Please note: the wording here is not always in common usage. The trademark 'medi' is not listed in the dictionary as a common abbreviation for 'medical'. All the same, it is a common designation that consumers will understand right away in the discriptive sense. So, this type of trademark could also be descriptive and hence declined. Computerrepair is a literal description of what the business does, just like Biomild on a mild biological yogurt just describes it.
I think the law there is quite clear - you have 14 days to return the goods for a full refund, except for digital content, which you can't return once you started downloading it. That's what it says. The arguments that you try to give were quite obvious to the law makers. I think you can assume they were aware that "digital content does not have a physical form". Now if you purchased, but haven't downloaded or started downloading yet, then obviously you can get your money back. You came up with some theory that this is a "visual vanity item". You can't see it unless you download it. Once you download it, that's it. If you don't download it, you can return it. Let me repeat this: Your fancy analogies mean nothing. There are in the EU laws about being allowed to return goods for a refund. There's the general rule for buying in a store (no right other what the store offers voluntarily), online purchases (some days to return), and online purchases of digital goods (no return once you started downloading). That's the law. Your attempts at redefining the situation are totally pointless. The law says what it says. What you try to redefine doesn't mean one thing. The law clearly distinguishes several situations, and analogies don't count. What happens counts. You bought from a digital item from an online store that needs to be downloaded. And as soon as you start downloading, there is your right to return it gone. And your reasons for wanting to return the goods are completely irrelevant. You don't need any reasons, and having reasons doesn't help you.
The first question is whose law you are concerned with, since in principle you might have violated copyright law in any country, and might be sued under the laws of multiple countries. The US has a concept of "fair use" which is notoriously difficult to apply. When you are sued in the US, you can defend against the allegation by arguing certain things: telegraphically, this includes purpose and character of use, nature of the work, substantiality in relation to the whole, and effect on market. Plus there is a 5th factor to be considered, transformativeness. The court then weighs these factors to decide if the use is "fair". By reading existing case law on the topic (conveniently available from the US Copyright office) you might develop a fact-based opinion of the risk: you would be vastly better off hiring an attorney who specializes in US copyright law to do an analysis for you. Do not hire a programmer to give you legal advice (do not hire an attorney to debug code). You would "fail" on the test of substantiality in that you are copying a highly substantial portion of the original work(s). You would "win" on nature of use (research especially non-profit and commentary are the underlying purposes that drive fair use law). It's not clear how you would fare w.r.t. nature of the work, which is intended to distinguish the extremes "news report" and "literature and artistic work" where copying news is at the fair use end of the spectrum. It is not clear how you would fare on "effect on market", but probably not so badly: are you avoiding some licensing fee? Coupled with the tranformativeness consideration, you are most likely having no effect on the market, since the product that you will distribute is not the original work, but a scientific conclusion about the work. Germany has different laws, and this article would be relevant if you cared about Germany. There was a change in the law that expanded the analog of fair use pertaining to research use. That law allows 15 percent of a work to be reproduced, distributed and made available to the public for the purpose of non-commercial scientific research. That, b.t.w., does not refer to what you are planning to do (unless you also publish quotes); for personal scientific research you may reproduce up to 75 percent. Since this is a new law only a year old, you could become part of the cutting edge in testing the limits of the law. So the standard disclaimer applies: ask your attorney. But note section 60d of the law which legalized data mining, and is squarely on point: (1) In order to enable the automatic analysis of large numbers of works (source material) for scientific research, it shall be permissible to reproduce the source material, including automatically and systematically, in order to create, particularly by means of normalisation, structuring and categorisation, a corpus which can be analysed and to make the corpus available to the public for a specifically limited circle of persons for their joint scientific research, as well as to individual third persons for the purpose of monitoring the quality of scientific research. In such cases, the user may only pursue non-commercial purposes. (2) If database works are used pursuant to subsection (1), this shall constitute customary use in accordance with section 55a, first sentence. If insubstantial parts of databases are used pursuant to subsection (1), this shall be deemed consistent with the normal utilisation of the database and with the legitimate interests of the producer of the database within the meaning of section 87b (1), second sentence, and section 87e. (3) Once the research work has been completed, the corpus and the reproductions of the source material shall be deleted; they may no longer be made available to the public. It shall, however, be permissible to transmit the corpus and the reproductions of the source material to the institutions referred to in sections 60e and 60f for the purpose of long-term storage.
Copyright in the US is usually a civil matter. Meaning that the copyright owner can sue (typically for money damages or injunctive relief) an infringer. The criminal laws that we have are aimed at the reproducer and/or distributor. In other words, chances are that you won't get in any criminal trouble for accessing academic articles of dubious origin. But never say never. RIP Aaron Schwartz.
Amazon and most similar vendors (e.g. Wal-Mart) requires vendors to warrant to them that the products sold do not violate intellectual property laws and indemnifying Amazon for any harm it suffers if the representation is inaccurate. (I came to learn this in intellectual property litigation involving a Wal-Mart supplier and in separate patent infringement attorney malpractice litigation involving other vendors of different firms.) But it doesn't generally do any independent due diligence to confirm that these representations are true. As a practical matter, determining if something infringes any existing patent is a non-trivial matter, and even in cases where patent infringement lawsuits are brought by lawyers in court who have done due diligence, the validity of the patent is upheld in only about 50% of the cases that go to trial. The basic problem is that there is no definitive way to index patents that isn't vulnerable to an invention which is infringed being described in a different way than you are conceptualizing it for your search. Generally speaking, simply buying a patent infringing good as an end user in the good faith belief that it is not infringing is not a violation of patent law or actionable, and the knowledge that large firms require representations with legal consequences from their vendors probably suffices to show good faith. But if you plan to use the purchased good in some product that will be resold to others that incorporates it, that might be an infringement. If you are a prospective vendor, there are firms that specifically do patent searchers to determine if there is an infringement, but they aren't cheap. Typically the fee would start at $5,000-$10,000 and go up from there, and typically that is for a non-guaranteed search. An opinion letter from a patent practitioner would be necessary to be really sure (assuming that the patent practitioner or non-patent practitioner search doesn't find a clear infringement which could happen quickly and be cheap by comparison) and that would be much more expensive, maybe $25,000-$100,000, if it wasn't a particularly close case. On the other hand, if what you are primarily concerned about is the design of the bit that plugs into the Apple product, rather than all aspects of the product, it is a relatively trivial matter to determine if the connector involves an industry standard which is either in the public domain or widely available for license at a modest price for manufacturers, in which Apple does not itself claim a patent, or a proprietary design, in which Apple claims rights. USB-C connections, for example, are an industry standard connector, discussed here, which would give you some further leads. In contrast, earlier Apple-promoted (and developed) Lightning and MagSafe connectors, are proprietary connectors, which would potentially be infringing and would require more analysis.
In the US at least, copyright does not normally protect titles and other short phrases, they are considered not original enough. (See the US Copyright office Circular #33). However, titles, brand names, and slogans may be protected as trademarks, as may logos. A trademark is a word, phrase or symbol used to identify goods or services to customers and others. They key issue in a trademark case is: &quot;might reasonable people be confused into falsely attributing the infringing item with the trademarked item, or into thinking that is is associate, endorsed, or sponsored by the makers of the trademarked item, or comes from the same source&quot;. When the name is the same and the general area and genre is similar, trademark protection seems plausible. Marvel is known to be quite protective of its IP, and might well have trademarked such a title. A successful suit by a trademark owner could lead to an injunction (a court order) against future use of the infringing m,ark, and significant money damages, depending on the detailed facts. A name such as &quot;Black Pirate&quot; is fairly generic, and might not receive much protection. On the other hand, if that name has become associated with a detailed and specific character or content, it might have acquired a &quot;secondary meaning&quot; and be more strongly protected. Consulting an experienced trademark lawyer or other expert might well be a very good idea.