JOHN D. LOVE, United States Magistrate Judge.
Before the Court is Defendant Callaway Golf Company's ("Callaway") Renewed Motion for Judgment as a Matter of Law of Non-Infringement under the Doctrine of Equivalents (Doc. No. 187) ("Renewed Motion"), Plaintiff Nicholas Colucci's, d/b/a EZ Line Putters ("Colucci") Opposition (Doc. No. 191) ("Response") and Callaway's Reply (Doc. No. 197) ("Reply"). For the reasons discussed herein, Callaway's Motion for Judgment as a Matter of Law is
Colucci filed this action against Callaway on July 11, 2008, alleging infringement of U.S. Patent No. 4,962,927 ("the '927 patent"),
A jury trial was held between March 1 and 5, 2010
"The grant or denial of a motion for judgment as a matter of law is a procedural
In recreating the facts as they may have been found by the jury, the record is assessed in the light most favorable to the verdict winner. Mass Engineered Design, Inc. v. Ergotron, Inc., 633 F.Supp.2d 361, 370 (E.D.Tex.2009) (citing Richardson-Vicks, Inc. v. Upjohn Co., 122 F.3d 1476, 1479 (Fed.Cir.1997)); see also Gomez v. St. Jude Med. Daig Div., Inc., 442 F.3d 919, 927 (5th Cir.2006). The court must view the trial record as a whole, Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 150-51, 120 S.Ct. 2097, 147 L.Ed.2d 105 (2000), and not determine the credibility of the witnesses nor "substitute its choice for that of the jury between conflicting elements of the evidence." Perkin-Elmer Corp., 732 F.2d at 893.
An accused device which does not literally infringe may nonetheless infringe a claim under the doctrine of equivalents if each limitation of the claim is met in the accused device equivalently. Amgen Inc. v. F. Hoffman-LA Roche Ltd, 580 F.3d 1340, 1382 (Fed.Cir.2009) (citing Cybor Corp. v. FAS Techs., Inc., 138 F.3d 1448, 1459 (Fed.Cir.1998)). To support a finding of infringement under the doctrine of equivalents a patentee must demonstrate either (1) an insubstantial difference between the claimed invention and the accused product or method or (2) satisfy the function, way, result test. AquaTex Industries, Inc. v. Techniche Solutions, 479 F.3d 1320, 1326 (Fed.Cir.2007) (citing Graver Tank & Mfg. v. Linde Air Prods. Co., 339 U.S. 605, 608, 70 S.Ct. 854, 94 L.Ed. 1097 (1950)). A claim limitation and an element in an accused device are equivalents if a person of ordinary skill in the art would find the differences to be insubstantial. Amgen, Inc., 580 F.3d at 1382 (citing Warner-Jenkinson Co. v. Hilton Davis Chem. Co., 520 U.S. 17, 40, 117 S.Ct. 1040, 137 L.Ed.2d 146 (1997)).
The burden is on the patentee to show infringement under the doctrine of equivalents. AquaTex, 479 F.3d at 1328 (citing PSC Computer Prods. Inc. v. Foxconn Int'l, Inc., 355 F.3d 1353, 1357 (Fed. Cir.2004)). Accordingly, a patentee must provide particularized testimony and linking argument as to the insubstantiality of the differences between the claimed invention and the accused device or process on a limitation-by-limitation basis. Id. (quoting Texas Instruments, Inc. v. Cypress Semiconductor Corp., 90 F.3d 1558, 1567 (Fed. Cir.1996)). "Generalized testimony as to the overall similarity between the claims and the accused infringer's product or process will not suffice." Id. A patentee should typically provide particularized testimony from a qualified expert describing the claim limitations and establishing that those skilled in the art would recognize the equivalents. Id. at 1329. The particularized testimony standard does not, however,
After the jury found Callaway's products to infringe the '927 Patent under the doctrine of equivalents, Callaway filed the instant motion contending that the jury's verdict should be set aside. Callaway asserts that Colucci failed to put forth sufficient evidence of equivalency to support a jury finding that Callaway's putters infringed the '927 patent under the doctrine of equivalents.
Callaway is correct that Colucci failed to present a case to support a jury finding of infringement under the doctrine of equivalents. Outside of closing argument, Colucci did not reference the doctrine of equivalents. Nonetheless, the Court must determine whether Colucci presented enough evidence for the jury to reasonably infer that Callaway infringed the '927 under the doctrine of equivalents. See Malta v. Schulmerich Carillons, Inc., 952 F.2d 1320, 1327 n. 5 (Fed.Cir.1991) (not requiring recitation of "magic words" when presenting a case under the doctrine of equivalents). As further detailed, Colucci failed to provide the particularized testimony and linking argument demonstrating the insubstantiality of the differences between Callaway's putters and claim 1 of the '927. Texas Instruments, Inc., 90 F.3d at 1567.
Colucci contends that the doctrine of equivalents was presented to the jury via the Charge to the Jury, closing argument and the testimony of John Howard (Colucci's infringement expert). RESPONSE at 2-3. The Charge to the Jury and attorney argument are not evidence on which the jury could rely to make a determination of infringement. Thus, the only relevant evidence Colucci provided on infringement was Mr. Howard's testimony.
Colucci cites particular portions of Mr. Howard's testimony which support the jury finding of infringement under the doctrine of equivalents. All of the evidence cited by Colucci, however, was directed at a literal infringement analysis. For example, Mr. Howard began his testimony regarding infringement with the following colloquy with Colucci's counsel:
DAY 2 AFTERNOON TRIAL TR. at 3:15-4:7. Colucci's counsel continued this line of questioning with regard to each of the accused putters, with Mr. Howard opining that they infringe the '927 patent. Mr. Howard did not, at any time, provide an opinion regarding whether the Callaway putters infringe the '927 under the doctrine of equivalents.
Following this generalized testimony, Mr. Howard used a demonstrative to highlight the literal presence of each claim limitation of the '927 in the accused putters. See e.g. Id. at 9:23-10-7, 10:17-25, 11:12-17, 12:6-12, 17:25-18:22, 19:7-12 and 19:25-20:10. For example, while highlighting portions of a demonstrative CAD drawing of the Callaway White Hot Tour No. 7H putter, Mr. Howard provided the following testimony:
Id. at 9:22-10:7; 12:6-13:17. Mr. Colucci's counsel continued the same line of questioning regarding every claim limitation and accused putter, eliciting similar testimony regarding literal infringement. Mr. Howard never provided testimony regarding infringement by equivalents.
Callaway's technical expert, Mr. Clay Long, provided the only evidence, indeed contrary evidence, to a finding of infringement under the doctrine of equivalents. See DAY 4 MORNING TRIAL TR. at 158:17-21; 161:2-12; 165:15-166:8; and 168:20-25. At a rebuttal witness, Mr. Howard merely provided more testimony regarding literal infringement, failing to reference equivalency or rebut Mr. Long's testimony on the same. See DAY 4 AFTERNOON TRIAL TR. at 135:16-138:23. In sum, Colucci failed to provide any direct testimony of infringement under the doctrine of equivalents, was alerted to the fact via Defendant's motion for judgment as a matter of law at the close of Plaintiff's case-in-chief and was provided an avenue to cure the defect during rebuttal—yet failed to mention equivalency until closing arguments.
Mr. Howard, however, provided a scintilla of evidence supporting infringement under the doctrine of equivalents during portions of his direct examination. For example, in discussing the Callaway White Hot XG Sabertooth putter, Mr. Howard stated that the bottom edges of the walls substantially provide reduced resistance from the grass while putting, thus infringing that limitation in claim 1 of the '927.
Colucci's further contention that Mr. Howard satisfied the function, way, result test is similarly unavailing. RESPONSE at 3. The function, way, result test requires, "the evidence to establish what the function, way and result of both the claimed device and the accused device are, and why those functions, ways and results are substantially the same." Malta, 952 F.2d at 1327 n. 5 (emphasis in original). Colucci, as detailed above, failed to provide any evidence establishing why the functions, ways and results in the claimed putters are substantially the same as the accused putters.
As such, Colucci failed to put forth sufficient evidence to support a jury finding of infringement under the doctrine of equivalents. The Court's finding that Colucci failed to provide sufficient evidence to support a finding of infringement under the doctrine of equivalents moots the need to address Callaway's alternative arguments of prosecution history estoppel and claim vitiation.
For the foregoing reasons, Callaway's Renewed Motion for Judgment as a Matter of Law (Doc. No. 187) is
Currently pending before the Court are Colucci's motions for a new trial on the issue of damages (Doc. No. 186) and Callaway's motions for entry of partial final judgment, costs and attorney fees (Doc. No. 188) and renewed motion for judgment as a matter of law that the '927 is obvious (Doc. No. 201). In light of this Court granting Callaway's judgment as a matter of law on this issue of non-infringement, Colucci's motion for a new trial on the issue of damages (Doc. No. 186) is denied as moot. Callaway's motion for renewed judgment as a matter of law regarding obviousness is addressed in a separate order. Additionally, the Court will allow Callaway to file an amended motion for costs by October 8, 2010. Any response to the motion for costs will be due by October 15, 2010.