5
`
`‘ OSTRAGER CHONG FLAHERTY & BROITMAN PC.
`COUNSELORS AT LAW
`
`" “he
`
`250 PARK AVENUE, SUITE 825
`NEW YORK, NY 10177—0899
`TEL: (212) 681-0600
`FAX: (212) 681-0300
`
`JOSHUA S. BROITMAN
`jbroitman@ocfblaw.com
`
`
`
`December 30, 2004
`
`Commissioner for Trademarks
`PO. Box 145 1
`
`Alexandria, VA 22313-1451
`
`ATTN: Trademark Trial and Appeal Board
`
`Re: . McGraw-Edison Company v. Mule Lighting, Inc.
`Cancellation No. 92,042,545
`U.S. Registration No. 2,324,402 — Mark: LEDISON
`
`Dear Sir:
`
`Enclosed for filing in the referenced action are the following documents:
`
`Petitioner’s Motion to Substitute Cooper Industries, Inc. as the Petitioner
`(1)
`(including 1 exhibit);
`
`(2)
`
`Petitioner’s Motion for Summary Judgment;
`
`Petitioner’s Memorandum of Law In Support of Motion for Summary Judgment
`(3)
`and a redacted copy of the memorandum to protect information that was designated by
`Registrant as “confidential”;
`
`3
`
`Declaration of Glenn Siegel, Director of Marketing and Product Development at
`(4)
`nnfinv in J“...
`:.,:n:,... A A“.-- rug“... .4-.. Y...
`:__ 43.41“ _ W1, '1, u, _
`the Cooper Lighting drvrsruu of Cooper inuustues, 1110, including Exnlolts,
`
`Declaration of Kathryn Barrett Park, Trademark Counsel of General Electric
`
`Declaration of Carolyn M. Coley, Marketing Manager for Salton, Inc, including
`
`(5)
`Company;
`
`(6)
`exhibits;
`
`
`
`llllllllllllllllllllllllllllllllIlllllllllllllllll
`
`01-03-2005
`U.S. Patent & TMOfc/TM Mail Flcpt Dt. #11
`
`

`

`
`
`w
`
`OS’l‘RAGER CHONG FLAHERTY & BROITMAN RC.
`
`Box TTAB NO FEE
`
`Commissioner for Trademarks
`
`December 30, 2004
`Page 2 of 2
`
`Declaration of Joshua S. Broitman, including exhibits, and a redacted copy of the
`(7)
`Declaration, with Exhibit 1 redacted and Exhibits 13-23 removed to protect information that was
`designated by Registrant as “confidential”;
`
`(8)
`exhibits;
`
`Declaration of Terrance Helz, Corporate Secretary, Cooper Industries, Inc., with
`
`Certificate of Express Mailing for all of the foregoing documents, dated
`(9)
`December 30, 2004, Label No. EV485974814; and
`
`(10)
`
`Return Receipt Postcard.
`
`All of the foregoing documents were served by first-class mail today on Registrant’s
`counsel.
`
`Respectfully submitted,
`
`
`
`oshua S. Broitman
`
`Enclosure
`
`cc: Charles F. O’Brien, Esq.
`(Registrant’s counsel)
`
`

`

`
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`In the Matter of Trademark
`
`Registration No. 2,324,402
`
`Mark: LEDISON
`_________________________________________________________________X
`
`McGRAW—EDISON COMPANY,
`
`'
`
`Petitioner,
`
`v.
`
`Cancellation No. 92,042,545
`
`MULE LIGHTING, INC.,
`
`Registrant.
`---------—------------------------—------—-------—-—-—---—-------X
`
`Commissioner for Trademarks
`
`PO. Box 145 1
`
`Alexandria, VA 223 13-1451
`
`ATTN: TRADEMARK TRIAL AND APPEAL BOARD
`
`EXPRESS MAIL CERTIFICATE
`
`EXPRESS MAIL MAILING LABEL NO. EV 485974791 US
`
`DATE OF DEPOSIT: December 30, 2004
`
`The undersigned hereby certifies that the following papers are being deposited with the
`United States Postal Service "Express Mail Post Office to Addressee" service under 37
`CFR 1.10 on the date indicated above in an envelope addressed to the Commissioner for
`Trademarks, PO. box 1451, Alexandria, VA 223 13-21451:
`
`Petitioner’s Motion to Substitute Cooper Industries, Inc. as the Petitioner
`(1)
`(including 1 exhibit);
`
`(2)
`
`Petitioner’s Motion for Summary Judgment;
`
`(3)
`Judgment;
`
`Petitioner’s Memorandum of Law In Support of Motion for Summary
`
`

`

`(fig/l
`
`
`
`Declaration of Glenn Siegel, Director of Marketing and Product
`(4)
`Development at the Cooper Lighting division of Cooper Industries, Inc., including
`exhibits;
`
`Declaration of Kathryn Barrett Park, Trademark Counsel of General
`(5)
`Electric Company and including an exhibit;
`
`Declaration of Carolyn M. Coley, Marketing Manager for Salton, Inc.,
`(6)
`including exhibits;
`
`Declaration of Terrance Helz, Corporate Secretary, Cooper Industries,
`(7)
`Inc., including exhibits;
`
`(8)
`
`Declaration of Joshua S. Broitman, including exhibits;
`
`Certificate of Express Mailing for all of the foregoing documents, dated
`(9)
`December 30, 2004, Label No. EV 485974791 US; and
`
`(10)
`
`Return Receipt Postcard
`
`
`
`Roberto L. Gome
`December 30 2004 m )—
`
`Date
`
`CERTIFICATE OF SERVICE
`
`I hereby certify that on this 30th day of December 2004, a true copy of the
`
`foregoing CERTIFICATE OF EXPRESS MAILING was mailed, first class, postage
`
`prepaid to:
`
`Charles F. O’Brien, Esq
`CANTOR COLBURN, LLP
`55 Griffin Road South
`
`Bloomfield, CT 06002
`
`Attorneyfor Registrant
`Mule Lighting, Inc.
`
`
`
`

`

`
`
`ix
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`In the Matter of Trademark
`
`Registration No. 2,324,402
`
`Mark: LEDISON
`----------------------------------------------------------------—X
`
`McGRAW-EDISON COMPANY,
`
`Petitioner,
`
`v.
`
`Cancellation No. 92,042,545
`
`MULE LIGHTING, INC.,
`
`Registrant.
`--------------------------------—---------------------------—----X
`
`PETITIONER’S MOTION FOR SUMMARY JUDGMENT
`
`Petitioner, by and through its counsel, hereby moves for summary judgment
`
`pursuant to Fed R. Civ. P. 56 canceling United States Trademark Registration No.
`
`2,324,402 for the mark LEDISON as applied to “light emitting diodes and light emitting
`
`diode displays”, i.e., LED light bulbs.
`
`Petitioner is the owner of the publicity and all commercial rights associated with
`
`the name, likeness and signature of the famous inventor, Thomas A. Edison, including
`
`the trademarks EDISON, THOMAS A. EDISON, and McGRAW-EDISON as applied to
`
`a wide variety of consumer and electronic products, including lighting products (the
`
`“EDISON Trademarks”).1 The EDISON Trademarks have been widely and continuously
`
`used by Petitioner and its predecessors since the early 1900’s.
`
`1 On December 1, 2004, McGraw-Edison Company was merged into Cooper Industries, Inc.
`Concurrently with this motion, Petitioner is filing a motion to substitute Cooper Industries, Inc. as
`the Petitioner in this action.
`
`

`

`The present motion is made on grounds that Registrant’s LEDISON mark so
`
`resembles Petitioner’s previously used and registered EDISON Trademarks as to be
`
`likely, when applied to Registrant’s LED light bulbs, to cause confusion, or to cause
`
`mistake or to deceive, or to falsely suggest a connection with Petitioner and the EDISON
`
`Trademarks, or to dilute the distinctiveness of the EDISON Trademarks.
`
`This action is ripe for summary judgment. The discovery period has ended, and
`
`Petitioner’s testimony period is set to begin January 1, 2005. The presentation of more
`
`evidence than is already available in connection with this motion could not reasonably be
`
`expected to change the conclusion that Petitioner is entitled to cancellation of United
`
`States Trademark Registration No. 2,324,402.
`
`Petitioner’s motion is supported by the following:
`
`(1)
`
`Petitioner’s Memorandum of Law in Support of Motion for Summary
`
`Judgment;
`
`(2)
`
`Declaration of Glenn Siegel, Director of Marketing and Product
`
`Development at the Cooper Lighting division of Cooper Industries, Inc.;
`
`(3)
`
`Declaration of Kathryn Barrett Park, Trademark Counsel of General
`
`Electric Company;
`
`(4)
`
`(5)
`
`Declaration of Carolyn M. Coley, Marketing Manager for Salton, Inc.;
`
`Declaration of Terrance Helz, Corporate Secretary, Cooper Industries
`
`(6)
`
`Declaration of Joshua S. Broitman; and
`
`(7)
`
`The pleadings herein.
`
`

`

`Vi;
`
`Dated: December 30, 2004
`
`
`
`Respectfully submitted,
`
`McGRAW-EDISON COMPANY
`
`By its attorneys,
`
`nn F. Ostrager
`Joshua S. Broitman
`OSTRAGER CHONG FLAHERTY &
`
`BROITMAN PC.
`
`250 Park Avenue, Suite 825
`
`New York, NY 10177-0899
`
`(212) 681-0600
`
`CERTIFICATE OF SERVICE
`
`I hereby certify that on this 30th day of December 2004, a true copy of the
`
`foregoing MOTION FOR SUMMARY JUDGEMENT was mailed, first class, postage
`
`prepaid to:
`
`Charles F. O’Brien, Esq
`CANTOR COLBURN, LLP
`55 Griffin Road South
`
`Bloomfield, CT 06002
`
`Attorneyfor Registrant
`Mule Lighting, Inc.
`
`)1
`
`Robert L. G ez
`
`

`

`
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`In the Matter of Trademark
`
`Registration No. 2,324,402
`
`Mark: LEDISON
`_________________________________________________________________X
`
`McGRAW-EDISON COMPANY,
`
`'
`
`Petitioner,
`
`v.
`
`Cancellation No. 92,042,545
`
`MULE LIGHTING, INC.,
`
`:
`Registrant.
`_________________________________________________________________X
`
`MEMORANDUM OF LAW IN SUPPORT OF
`
`PETITIONER’S MOTION FOR SUMMARY JUDGMENT
`
`Glenn F. Ostrager
`Joshua S. Broitman
`
`OSTRAGER CHONG FLAHERTY & BROITMAN RC.
`
`250 Park Avenue, Suite 825
`
`New York, NY 10177-0899
`
`Attorneysfor Petitioner
`
`

`

`'U
`
`
`
`TABLE OF CONTENTS
`
`TABLE OF AUTHORITIES .....................................................................................................
`
`iii
`
`Preliminary Statement ................................................................................................................
`
`FACTUAL BACKGROUND ....................................................................................................
`
`A.
`
`Petitioner and Affiliated Companies .................................................................
`
`1.
`
`2.
`
`3.
`
`Thomas A. Edison and His Company...................................................
`
`Petitioner’s Acquisition and Use
`of the “Edison” Commercial Rights .....................................................
`
`Petitioner’s U.S. Trademark Registrations
`for the EDISON Trademarks ................................................................
`
`B.
`
`Third-Party Uses of the EDISON Trademarks .................................................
`
`l.
`
`2.
`
`The Edison Legacy ................................................................................
`
`The General Electric Company .............................................................
`
`C.
`
`Registrant’s LEDISON Mark ............................................................................
`
`1.
`
`2.
`
`3.
`
`The ‘402 Registration ............................................................................
`
`Registrant’s Use of the LEDISON Mark ..............................................
`
`Registrant’s Bad Faith ...........................................................................
`
`ARGUMENT ..............................................................................................................................
`
`PETITIONER IS ENTITLED TO SUIVLMARY JUDGMENT
`
`CANCELING U.S. REGISTRATION NO. 2,324,402 .............................................................
`
`I.
`
`.
`Registrant’s LEDISON Mark Is Likely To Cause
`Confusion With Petitioner’s EDISON Trademarks ......................................................
`
`A.
`
`B.
`
`Strength of the EDISON Trademarks ...............................................................
`
`Registrant’s LEDISON Mark is Substantially
`Identical to Petitioner’s EDISON Trademarks ..................................................
`
`10
`
`10
`
`10
`
`12
`
`13
`
`l3
`
`14
`
`15
`
`16
`
`

`

`C.
`
`D.
`
`E.
`
`F.
`
`Registrant’s Goods are Virtually Identical to Petitioner’s Goods .....................
`
`The Relationship Between the Parties’ Channels of Trade
`And Advertising, Plus the Classes of Prospective Purchasers ..........................
`
`Registrant Adopted the LEDISON Mark in Bad Faith .....................................
`
`Actual Confusion ...............................................................................................
`
`II.
`
`Registrant’s LEDISON Mark Falsely
`Suggests A Connection With Thomas Edison ...............................................................
`
`III.
`
`Registrant is Diluting Petitioner’s Famous EDISON Trademarks ................................
`
`CONCLUSION ..........................................................................................................................
`
`CERTIFICATE OF SERVICE ...................................................................................................
`
`17
`
`18
`
`l9
`
`19
`
`20
`
`22
`
`25
`
`26
`
`-ii-
`
`

`

`
`
`
`Cases
`
`TABLE OF AUTHORITIES
`
`Anderson v. Liberty Lobby, Inc.
`477 US. 242 (1986) ...................................................................................................
`
`Du Barry ofHollywood, Inc. v. Richard Hudnut,
`323 F.2d 986 (9th Cir. 1963) .....................................................................................
`
`Edison v. Edison Polyform Mfg.
`73 N]. Eq. 136, 67 A. 392 (NJ. Eq. 1907) ...............................................................
`
`13
`
`23
`
`3
`
`In re E.I. du Pont de Nemours & Co.,
`
`476 F.2d 1357, 177 USPQ 563 (CCPA 1973) ........................................................... 14, 15
`
`EMC Corp. v. Hewlett-Packard Co.,
`59 F. Supp. 2d 147 (D. Mass 1999) ...........................................................................
`
`Equine Techs Inc. v. Equitechnology, Inc.,
`68 F.3d 542 (1st Cir. 1995) .............................................................................
`
`19
`
`22
`
`Federated Foods, Inc. v. Fort Howard Paper Co.,
`544 F.2d 1098, 192 USPQ 24 (CCPA 1976). ............................................................ 14, 15
`
`In re James Raymond Bevan,
`2002 TTAB LEXIS 181 (TTAB 2002) ..........................................................
`
`16, 17, 19
`
`In re Julie White,
`
`2002 TTAB LEXIS 529 (TTAB 2004) ......................................................................
`
`20—22
`
`In re Kent-Gamebore Corp.,
`59 USPQ2d 1373 (TTAB 2001) ................................................................................
`
`Levi Strauss & Co. v. Genesco, Inc.,
`222 USPQ 939 (Fed. Cir. 1984) .................................................................................
`
`17
`
`13
`
`In re Louis Upkins,
`2002 TTAB LEXIS 212 (TTAB 2002) ..........................................................
`
`15, 16, 18
`
`Metromedia Steakhouses, Inc. v. Pondco II Inc.,
`
`28 USPQ2d 1205 (TTAB 1993) ................................................................................
`
`14
`
`Mosley v. VSecret Catalogue, Inc.
`537 US. 418, 65 USPQ2d 1801 (2003) ....................................................................
`
`24
`
`—iii—
`
`

`

`Motschenbacher v. R.J. Reynolds Tobacco Co.
`498 F.2d 821 (9th Cir. 1974) .....................................................................................
`
`21
`
`The NASDAQ Stock Market, inc. v. Antartica, S. r. l.,
`2003 TTAB LEXIS 391, 69 USPQ2d 1718 (TTAB 2003) ....................................... 23, 24
`
`In re North American Free Trade Association,
`43 USPQ2d 1282 (TTAB 1998) ................................................................................
`
`Quaker State Oil Refining v. Garrity Oil Co.,
`884 F.2d 1510 (1“ Cir. 1989) .....................................................................................
`
`Sweats Fashions Inc. v. Pannill Knitting Co.,
`4 USPQ2d 1793 (Fed. Cir. 1987) ..............................................................................
`
`TBC Corp. v. Holsa Inc.,
`126 F.3d 1470, 44 USPQ2d 1315 (Fed. Cir. 1997) ...................................................
`
`21
`
`13
`
`14
`
`19
`
`The Toro Co. v. ToroHead, Inc.,
`2001 TTAB LEXIS 823, 61 USPQ2d 1164 (TTAB 2001) ....................................... 22, 23
`
`Two Pesos, Inc. v. Taco Cabana, Inc.,
`505 US. 763 (1992), reh ’g denied, 505 US. 1224 (1992) ........................................
`
`Univ. of Georgia Athletic Assoc. v. Laite et al.,
`756 F.2d 1535 (11‘h Cir. 1985) ..................................................................................
`
`Univ. ofNotre Dame du Lac v. J. C. Gourmet Food Imports C0.,
`703 F.2d 1372, 217 USPQ 505 (Fed. Cir. 1983) .......................................................
`
`Volkswagenwerk v. Wheeler,
`814 F.2d 8120“ Cir. 1987) .......................................................................................
`
`Statutes and Rules
`
`15 U.S.C. § 1052(a) ...............................................................................................................
`
`15 U.S.C. § 1052(d). ..............................................................................................................
`
`15 U.S.C. § 1125(c) ...............................................................................................................
`
`Fed.R.Civ.P. 56(0) .................................................................................................................
`
`TEMP § 309.0305) .................................................................................................................
`
`23
`
`16
`
`21
`
`19
`
`20
`
`14
`
`22
`
`13
`
`14
`
`-iV-
`
`

`

`Treatises and Other Authorities
`
`J. Thomas McCarthy
`McCarthy on Trademarks, (2004) Vol. 3, §23:18, p. 23-68 ..................................................
`
`20
`
`
`
`

`

`
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`BEFORE THE TRADEMARK TRIAL AND APPEAL BOARD
`
`In the Matter of Trademark
`
`Registration No. 2,324,402
`
`Mark: LEDISON
`
`_____--_______---_____-______---__-_--_____---_----_-___--__---__x
`
`McGRAW-EDISON COMPANY,
`
`Petitioner,
`
`v.
`
`Cancellation No. 92,042,545
`
`MULE LIGHTING, INC.,
`
`Registrant.
`______---______---__--_-___---_____-_-____---_----____--_____-___x
`
`MEMORANDUM OF LAW IN SUPPORT OF
`PETITIONER’S MOTION FOR SUMMARY JUDGMENT
`
`Preliminary Statement
`
`Petitioner McGraw-Edison Company (“McGraw-Edison”), a wholly-owned subsidiary of
`
`Cooper Industries, Inc. (“Cooper”)1, is the successor to the publicity and commercial rights
`
`associated with the name, likeness, and signature of the famous inventor Thomas A. Edison (the
`
`“EDISON Publicity Rights”) and the trademarks EDISON and THOMAS A. EDISON as applied
`
`to a variety of consumer and electronic products, such as lighting products.2 The EDISON
`
`Publicity Rights and trademarks have been commercially exploited by Petitioner, its
`
`1 On December 1, 2004, McGraw-Edison was merged into Cooper, thus all McGraw-Edison assets are
`now owned by Cooper. The term “Petitioner” is used herein to refer to both McGraw-Edison, pre-
`December 1, 2004, and Cooper thereafter. Petitioner is filing herewith a separate motion to substitute
`Cooper as the petitioner in this action.
`
`2 Among Thomas Edison’s many great achievements is the invention of the first practical electrical
`incandescent light bulb and power generation technologies that power and light the modern world.
`
`

`

`
`
`predecessors and their affiliated companies for over a century, and have acquired enormous
`
`goodwill and consumer value.
`
`Notwithstanding Petitioner’s long-standing prior rights, Registrant Mule Lighting, Inc.
`
`commenced using an “Edison” mark in combination with the letter “L” in connection with the
`
`sale of light bulbs, and registered the mark LEDISON as US. Trademark Registration No.
`
`2,324,402 (“the ‘402 Registration”) as applied to “light emitting diodes and light emitting diode
`
`displays”, i.e., light bulbs. Petitioner brought this action to cancel the ‘402 Registration.
`
`In this motion, Petitioner shows that there are no genuine issues of material fact regarding
`
`the parties’ marks or their respective uses of the marks, and that Petitioner is entitled to summary
`
`judgment canceling the ‘402 Registration on grounds that the LEDISON mark: (i) is likely to
`
`cause confusion with Petitioner’s EDISON trademark, or to cause mistake, or to deceive in
`
`violation of 15 U.S.C. § 1052(d) (POINT I, infra); (ii) falsely suggests a connection with
`
`Thomas Edison in Violation of 15 U.S.C. § 1052(a) (POINT II, infra); and (iii) dilutes the
`
`distinctiveness of Petitioner’s EDISON trademark in Violation of 15 U.S.C. § 1125(c)(l)(POINT
`
`III, infra).3 It is manifest that Registrant’s unauthorized use of a mark substantially identical to
`
`Petitioner’s EDISON trademark as applied to light bulbs, perhaps the most famous of Thomas
`
`Edison’s inventions, is intended to exploit the commercial value associated with the EDISON
`
`name, persona, and trademark that has been developed for over a century by Petitioner, its
`
`predecessors and its affiliated companies.
`
`3 In support of Petitioner’s motion, Petitioner submits the Declarations of: Glenn Siege], a Director of
`Marketing and Product Development for the Cooper Lighting Division of Cooper Industries, Inc. (the
`“Siegel Decl.”); Terrance Helz, Corporate Secretary of Cooper Industries, Inc. (the “Helz Decl.”);
`Kathryn Barrett Park, Trademark Counsel of General Electric Company (the “Park Decl.”); Carolyn M.
`Coley, a Marketing Manager for Salton, Inc. (the “Coley Decl.”); and Joshua S. Broitman, Petitioner’s
`counsel, (the “Broitman Decl.”) with Exhibits PX 1 — PX 10, annexed thereto (hereinafter, “PX _”
`
`

`

`FACTUAL BACKGROUND
`
`A.
`
`Petitioner and Affiliated Companies
`
`Petitioner, its predecessors and affiliated companies, including Thomas A. Edison and his
`
`company Thomas A. Edison, Incorporated, have actively marketed diverse lines of consumer and
`
`electronic products for more than a century under the brands EDISON and THOMAS A.
`
`EDISON, and for nearly fifty years under the brand MCGRAW-EDISON (collectively, the
`
`“EDISON Trademarks”). (Helz Decl., 1H] 2, 11-12; Siegel Decl, 11 4)
`
`1.
`
`Thomas A. Edison and His Company
`
`Throughout the late 18005 and early 19005, Thomas A. Edison invented and developed
`
`hundreds of commercial products, perhaps most notably the first practical electrical incandescent
`
`light bulb. (PX 3; Deposition of Robert P. Cross (“Cross Dep.”), p. 108, annexed as PX 1 to the
`
`Broitman Decl.) It is not disputed that Thomas Edison is recognized as one of the most
`
`distinguished inventors in American history, and that Mr. Edison’s name is associated with light
`
`bulbs. (PX 3; PXl—Cross Dep., pp. 21-22)
`
`Thomas Edison and his company, Thomas A. Edison, Incorporated, of West Orange,
`
`New Jersey, also marketed diverse lines of industrial power equipment, consumer electronics and
`
`electrical home appliances under the brands THOMAS A. EDISON and EDISON. (Helz Decl.,
`
`11 2) During his lifetime, Mr. Edison vigorously exercised and protected the commercial and
`
`publicity rights in his name and likeness, including the assertion of such rights in the New Jersey
`
`Courts where he resided. See, e.g., Edison v. Edison Polyform Mfg. C0., 67 A. 392, 395 (N.J.
`
`Ch. 1907). Because of Thomas Edison’s contributions to the advancement of science and
`
`technology, particularly in the fields of lighting and electronic products, and the widespread
`
`commercial activity under the EDISON Trademarks by Mr. Edison and his company, the
`
`

`

`EDISON Trademarks became among the most famous in the world. Likewise, the “Edison”
`
`name is one of the most recognized names in American history, immediately identifying Thomas
`
`Edison and his achievements.
`
`Prior to his death, Mr. Edison, by Assignment dated November 24, 1930, transferred his
`
`commercial and publicity rights to his company. Among the concerns addressed by Mr. Edison
`
`in the Assignment was the need to protect the public against deception from unauthorized uses of
`
`his name, likeness and signature. (Helz Decl. 11 4; Ex. 1) The Assignment provides, in part:
`
`I am informed and believe that the capital invested in American Industries
`based upon or substantially affected by my inventions and discoveries
`exceeds twenty billion dollars. I realize that the public has for a great
`many years associated my name with the industries based upon my
`inventions and discoveries and also with the articles of commerce
`
`manufactured by the companies in which I am interested. I do not wish my
`name to be used for commercial purposes indiscriminately by concerns
`with which I have had no association. ...I realize also that the public has
`placed faith and credit
`in the industries that use my name with my
`authority and in the articles of commerce manufactured by the companies
`in which I am interested. I desire, as completely as possible, to protect the
`industries which rightfully use my name, to justify the public’s faith in my
`name in these industries, and to prevent, as far as I may be able to do so,
`the unauthorized commercial use of my name, portrait and signature.
`
`***
`
`In furtherance of these purposes, 1, Thomas A. Edison, of West Orange,
`New Jersey,
`therefore assign, transfer and convey to you, Thomas A.
`Edison, Incorporated, a New Jersey corporation, having your principal
`office at West Orange, New Jersey, your successors and assigns, all rights
`not heretofore conveyed, in and to the names EDISON and THOMAS A.
`EDISON for commercial purposes and for the promotion of research and
`inventions in whatsoever forms the same may be used,
`including my
`signature, which is now extensively used as a trade mark by you; and also
`my rights for the use for commercial purposes of all portraits, photographs
`and pictures of myself.
`
`It is my desire that no persons or concerns, not duly authorized so to do,
`shall use my name, signature or portrait for commercial purposes unless
`permission be first obtained from you, your successors or assigns, and I
`trust that my wish will be respected, but if not I direct that unauthorized
`users of my name, signature or portrait be vigorously prosecuted.
`
`

`

`2.
`
`Petitioner’s Acquisition and Use of the “Edison” Commercial Rights
`
`Thomas A. Edison, Incorporated subsequently sold substantially all of its assets to
`
`McGraw—Edison Company of Elgin, Illinois ("McGraw-Edison-Elgin”), including the EDISON
`
`Trademarks and EDISON Publicity Rights. (Helz Decl. 1] 5, Exs. 2, 3) Thereafter, Cooper4
`
`acquired McGraw-Edison-Elgin, which was restructured as Petitioner McGraw-Edison
`
`Company.5 McGraw-Edison Company later merged into Cooper. (Helz Decl., 1] 9, Ex. 7)
`
`Throughout the foregoing transition period, the EDISON Trademarks continued to be
`
`used in connection with commercial products by Petitioner and its predecessors. Since at least
`
`1958, McGraw—Edison-Elgin and, later, McGraw—Edison Company and Cooper used the
`
`EDISON Trademarks on a diverse line of consumer electric and electronic products, including
`
`lighting fixtures. (Helz Decl., 1] ll; Siegel Decl., 1] 4) In the mid-1980’s, the “Edison” name was
`
`used as part of Petitioner’s trade name in connection with their lighting products — “Edison
`
`Lighting”. (Siegel Decl., 1] 8, Ex. 6)
`
`In recent years, Cooper Lighting has marketed electric lighting fixtures and buss fuses
`
`under the EDISON Trademarks through electrical wholesalers and distributors, “Do-It-Yourself’
`
`stores and retail channels such as Home Depot. (Siegel Decl., 1]10) Cooper Lighting also sells
`
`several product lines that include LEDs, such as LED traffic signals and emergency exit signs.
`
`(Siegel Decl., 1] 5, Exs. 4, 5) All of these products are directly competitive with Registrant’s
`
`4 Cooper is a holding company for Petitioner and affiliated companies including Cooper Lighting, Inc.
`(“Cooper Lighting”) and Cooper Power Systems, Inc. (“Cooper Power Systems”) that market diverse
`lines of industrial and consumer electronic products under the EDISON Trademarks. (Helz, 1]1] 12-13)
`
`5 In the acquisition, McGraw-Edison-Elgin later became a subsidiary of CI Acquisition Company, which
`was, in turn, a subsidiary of Cooper. (Helz Decl., 1] 6, Ex. 28) In 1986, McGraw-Edison-Elgin merged
`with the CI Acquisition Company. (Helz Decl., 1] 7, Ex. 29) Cooper later changed the name of one of its
`subsidiaries to Petitioner McGraw-Edison Company and certain assets of CI Acquisition Company,
`including the EDISON Trademarks and EDISON Publicity Rights were sold to McGraw—Edison. (Helz
`Decl., 1] 8, Ex. 6).
`
`

`

`
`
`product lines. (Siegel Decl., 11 16; PXl-Cross Dep., pp. 13-14, 39, 50-52, 106, 113)
`
`Petitioner and its affiliated companies promote their EDISON brand products through
`
`catalogs, Internet advertising, brochures, point-of—sale displays, co-op advertising, and by
`
`attending trade shows throughout the country. (Siegel Decl., 111] 4-5, 11) Petitioner has expended
`
`in excess of one million dollars for such promotions in the past year. (Id)
`
`Sales of products under the EDISON Trademarks over the last century by Petitioner, its
`
`predecessors and affiliates are believed to have totaled billions of dollars. Over the last ten
`
`years, Cooper Lighting’s sales under the EDISON Trademarks have totaled hundreds of millions
`
`of dollars and are presently in excess of 20 million dollars per year. (Siegel Decl., 1[ 7)
`
`Cooper Power Systems markets power generation equipment, computer hardware and
`
`software under the EDISON Trademarks to public utilities throughout the country. (Helz Decl., 11
`
`13) In connection therewith, Cooper owns and operates the THOMAS A. EDISON
`
`TECHNICAL CENTER in Franksville, Wisconsin, an internationally recognized laboratory
`
`devoted to research and development of electric power technology. (Id; PX 4)
`
`Petitioner and its affiliated companies are also engaged in developing new products as
`
`well as licensing opportunities for the EDISON Trademarks, and in protecting these rights
`
`against unauthorized use. (Siegel Decl., 1] 13; Helz Dec]. 1] 14; PX 5) Petitioner, through
`
`affiliates, is presently planning to expand its offerings of EDISON brand consumer electronic
`
`products. (Siegel Decl., 1111 13-14; Coley Decl.,11 5) Apart from its US. marketing activities,
`
`Cooper recently began construction of a 30 million dollar EDISON TECHNICAL CENTER in
`
`Shanghai, China. (Helz Decl., 11 14) Among other objectives, Petitioner and its affiliates plan to
`
`develop new generations of EDISON products for worldwide distribution. (Id.; Siegel Decl., 111]
`
`13-14; Coley Decl., 11 5)
`
`

`

`Petitioner’s licensee, Salton, Inc. (“Salton”) and its predecessor Toastmaster, Inc.
`
`(“Toastmaster”) have also marketed EDISON brand consumer electronic appliances. (Coley
`
`Decl., W 4-8; Helz Decl., 11 12) Beginning in or about 1980, Toastmaster commenced marketing
`
`home appliances, such as, fans and humidifiers, under the EDISON Trademarks. (Coley Decl.,
`
`11 4, Ex. 1) Salton acquired Toastmaster in 1999 and continued product sales pursuant to license
`
`with Petitioner under the EDISON Trademarks. (Coley Decl. 1H] 2, 5, 9) Toastmaster markets its
`
`EDISON brand products through national retail outlets, such as Wal-Mart and K-Mart. (Coley
`
`Decl. 1] 5) In December 2001, Salton commenced marketing a line of home appliances under the
`
`EDISON brand, including toaster-oven broilers, blender/chopper combo unit, coffee urns, rice
`
`cookers, and electric skillets. (Coley Decl., 1[ 6, Exs. 2-5) Salton has recently introduced a line
`
`of EDISON home appliances on the QVC Home Shopping Network and QVC internet website at
`
`<http://www.qvc.com>. (Coley Decl., 1] 8, Exs. 6-7)
`
`As a result of the foregoing commercial activity by Mr. Edison and his company during
`
`his lifetime and thereafter by successor companies and their licensees, Mr. Edison’s name,
`
`likeness and signature, and the EDISON Trademarks, have acquired enormous goodwill and
`
`consumer value.
`
`3.
`
`Petitioner’s U.S. Trademark Registrations for the EDISON Trademarks
`
`Petitioner owns the following federal registrations for the EDISON Trademarks (status
`
`and title copies of which are submitted with this motion as PX 10):
`
`

`

`
`
`
`
`
`_RADEMARK
`EDISON
`
`372,127
`
`REG DATE
`10/24/1939
`
`FIRST USE
`07/23/1936
`
`CLASS
`
`EDISON
`
`409,187
`
`09/19/1944
`
`06/1940
`
`
`
`
`
`
`
`
`GOODS
`Elemcalsw‘mhesand
`electric rela S
`
`Indicating instruments-
`namely, temperature
`indicators and
`
`indicating instruments or
`units each comprising an
`assembly of a temperature
`indicator, a pressure gauge,
`and a differential pressure
`
`
`
`
`
`
`
`
`EDISON
`
`1,288,874
`
`08/07/1984
`
`09/01/1974
`
`
`
`
`Ind°°rand °“td°°”le°t“°
`liht fixtures
`08/24/1987 n Electric lighting fixtures
`
`
`1,636,822
`
`03/05/1991
`
`1,644,681
`
`05/ 14/ 1991
`
`12/ 1959
`
`042
`
`
`
`
`
`2,443,841
`
`04/17/2001
`
`01/1958
`
`011
`
`
`
`
`EDISON
`
`THOMAS A.
`EDISON
`TECHNICAL
`CENTER
`
`THOMAS A.
`EDISON
`(signature logo)
`
`
`
`
`
`
`
`
`
`
`
`
`
`THOMAS A.
`
`EDISON
`EDISON
`
`EDISON
`
`MCGRAW-
`
`MCGRAW—
`EDISON
`
`
`
`
`2,495,399
`22,94981
`
`2,726,711
`
`10/09/2001
`11/30/1999
`
`06/17/2003
`
`2,015,393
`
`1 1/12/1996
`
`Electrical testlng and
`analytical serv1ces for the
`electrlc power generatlon,
`
`transmlssmn and
`distribution industr
`
`Electric lighting fixtures
`
`and components therefore;
`
`namely, electric ballasts,
`electrical transformers and
`track lightin;
`'
`Electrical lighting fixtures
`and components therefore;
`namely, electric ballasts,
`electrical transformers and
`
`
`
`
`
`
`
`
`
`
`
`
`
`01/1958 - Electric kitchen appliances
`
`
`
`
`for domestic use; namely,
`COMter'tF’p mam" brmle.‘
`
`
`and cooking ovens, electrlc
`06/09/1958 :-Electriclightingfixtures
`Skillets and coffee makers
`and coffee urns
`
`
`
`
`12/06/2001
`
`
`
`02/10/1994
`
`Transformers, voltage
`regulators, power
`capacitors, fuses, fault
`indicators,
`
`

`

`B.
`
`Third-Party Uses of the EDISON Trademarks
`
`The EDISON brand and name have acquired enormous fame through Petitioner’s, and its
`
`predecessors’, marketing activities under the EDISON Trademarks — which span more than a
`
`century. (Siegel Decl., 1] 12; Coley Decl., 1] 10) The fame of the EDISON Trademarks has been
`
`further enhanc