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`C.A. No. 6:12-cv-799-LED
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`JURY TRIAL DEMANDED
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`IN THE UNITED STATES DISTRICT COURT
`FOR THE EASTERN DISTRICT OF TEXAS
`TYLER DIVISION
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`§
`INVENSYS SYSTEMS, INC.,
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`§
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`Plaintiff,
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`v.
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`§
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`EMERSON ELECTRIC CO. and
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`MICRO MOTION INC., USA,
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`
`§
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`Defendants.
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`and
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`MICRO MOTION INC., USA,
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`§
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`Counterclaim-Plaintiff,
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`v.
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`INVENSYS SYSTEMS, INC.,
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`
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`Counterclaim-Defendant. §
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`JOINT STATUS REPORT
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`
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`Pursuant to the Court’s October 31, 2014 Order (Dkt. 238), Invensys Systems, Inc.
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`(“Plaintiff”) and Micro Motion, Inc. and Emerson Electric Co. (“Defendants”) (collectively, “the
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`parties”) submit this joint status report concerning the Motions1 set for hearing on November 12,
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`2014.
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`The parties met and conferred in good faith to resolve their outstanding issues. On
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`November 4 2014, Claudia Frost, Jeffrey Johnson, and Chris Richart, counsel for Plaintiff, and
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`Kadie Jelenchick, Jeff Costakos and Linda Hansen, counsel for Defendants, met and conferred
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`by telephone. On November 5, 2014, counsel for Plaintiff and Defendants again met and
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`conferred by telephone. The parties also exchanged written proposals for compromise by e-mail.
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`1 Defendants’ Motion for Leave to Supplement Invalidity Contentions (Docket No. 163); Plaintiff’s Motion to
`Compel and for Sanctions (Docket No. 167); Defendants’ Motion to Compel Production of Documents (Docket No.
`172); Defendants’ Renewed Motion to Transfer Venue (Docket No. 213); and Plaintiff’s Motion to Strike
`Defendants’ Amended Invalidity Contentions (Docket No. 230).
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 2 of 7 PageID #: 9173
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`The agreements the parties reached are set forth below. None of the pending motions were
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`completely resolved. Agreements reached:
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`I.
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`Plaintiff’s Motion to Compel and for Sanctions (Dkt. No. 167)
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`A.
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`Email requested from Micro Motion and Emerson by Invensys
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`Micro Motion and Emerson will produce non-privileged emails that Invensys requested,
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`but will not produce the email custodians for further deposition.
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`Micro Motion and Emerson will produce and stipulate to the authenticity of the non-
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`privileged emails identified in the 7.30.2014 Email Report.
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`Any privileged emails that are withheld that predate the parties’ agreed-upon September
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`1, 2012 logging date will be logged.
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`Micro Motion and Emerson are also willing to bring the custodians to trial if Invensys so
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`requests provided that the custodian is employed by either Emerson Electric Co. or Micro
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`Motion, Inc. and located in the United States. Further, if Micro Motion or Emerson have control
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`or a right of control over the custodian, then Micro Motion or Emerson agree to bring the
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`custodian to trial if requested. Micro Motion and Emerson’s agreement does not extend to
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`custodian Chris Connor, who resides in Singapore, and disputed issues relating to Mr. Connor
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`will be raised at the November 12, 2014 hearing.
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`B.
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`Sales information for the period 2006-present for the 9739 MVD and the
`2200S transmitters
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`Micro Motion will produce sales information for the period 2006-present for the 9739
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`MVD and the 2200S transmitters.
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`
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`Micro Motion agrees that all sales data produced in the case is evidence that can be used
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`at trial with an appropriate witness.
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`Micro Motion will not object to Invensys including the newly-produced sales information
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`2
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 3 of 7 PageID #: 9174
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`for the 9739 MVD and 2200S in its damages expert report. Invensys will not object to Micro
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`Motion’s expert addressing this issue in his rebuttal report, and will work with Micro Motion to
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`adjust the due date of this report as appropriate.
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`The parties agree to attempt to work out a means by which each side’s damages expert
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`will only need to be deposed once in light of the newly provided information by Micro Motion
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`and any resultant supplementation before the expert discovery deadline.
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` Micro Motion customer lists
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`C.
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`Micro Motion will allow Invensys to inspect its customer lists for the 2006 to present
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`
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`time period provided that it is treated like source code under the protective order.
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`Micro Motion will not object to Invensys including information gleaned from the
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`inspection of the customer list in its damages expert report. Invensys will not object to Micro
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`Motion’s expert addressing this issue in his rebuttal report, and will work with Micro Motion to
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`adjust the due date of this report as appropriate.
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`The parties agree to attempt to work out a means by which each side’s damages expert
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`will only need to be deposed once in light of the newly provided information by Micro Motion
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`and any resultant supplementation before the expert discovery deadline.
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`D. Worldwide sales information
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`
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`Invensys withdraws its request for this information based on Micro Motion and
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`Emerson’s representation that the summary sales information produced to date includes sales
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`information for all products made in the US and sold anywhere in the world.
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`E.
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`Related transmitter sales data
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`Micro Motion will provide a summary of its sales information for the 700 product for the
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`time period of 2006 until present.
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`3
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 4 of 7 PageID #: 9175
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`Micro Motion will not object to Invensys including the newly-produced sales information
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`or information derived therefrom in its damages expert report. Invensys will not object to Micro
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`Motion’s expert addressing this issue in his rebuttal report, and will work with Micro Motion to
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`adjust the due date of this report as appropriate.
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`The parties agree to attempt to work out a means by which each side’s damages expert
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`will only need to be deposed once in light of the newly provided information by Micro Motion
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`and any resultant supplementation before the expert discovery deadline.
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`F. Motion for Sanctions
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`
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`In light of the above agreements, Invensys will withdraw its pending motion for sanctions
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`with respect to Micro Motion. Invensys reserves its rights to raise these issues at the appropriate
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`time in connection with any assertion that this is an exceptional case. As for Emerson, Invensys
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`will withdraw its pending motion for sanctions as to requests for relief 3-8 in the conclusion
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`section of its motion (Dkt. No. 167, at page 15), but reserves its rights to raise the issues in its
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`pending motion for sanctions at the appropriate time in connection with any assertion that this is
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`an exceptional case should the Court not declare it exceptional at this juncture. Requests for
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`relief 1 and 2 remain extant.
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`As a result of the agreements set forth in sections I.A.-F., the only issue remaining for
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`resolution at this time from the Motion to Compel and for Sanctions (Dkt. No. 167) are requests
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`for relief 1 and 2 described in section I.F. and the Chris Connor dispute set forth in I.A above.
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`II. Defendants’ Motion to Compel Production of Documents (Dkt. No. 172)
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`
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`The parties were unable to reach agreement with respect to this motion. Micro Motion
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`and Emerson were willing to discuss the scope of the alleged waiver with respect to the Dickson
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`document referred to in the Shore Chan pleading.
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`4
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 5 of 7 PageID #: 9176
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`
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`Invensys agreed that, reserving all rights and without waiver of any privilege, it would
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`not object to defendants use of the statement in Shore Chan’s pleadings (set forth within the box
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`drawn thereon by Defendants in their motion to compel, Dkt. No. 172, at page 3) on the basis of
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`privilege.
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`III. Defendants’ Renewed Motion to Transfer Venue (Dkt. No. 213)
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`The parties were unable to reach agreement with respect to this motion.
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`Plaintiff’s Motion to Strike Defendants’ Amended Invalidity Contentions
`(Dkt. No. 230)
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`The parties were unable to reach agreement with respect to this motion. As to this
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`
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`IV.
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`motion and the motion for leave to supplement (Dkt. No. 163), the Defendants proposed that
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`Invensys withdraw this motion and that the Defendants withdraw their Motion to Exclude and
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`Strike Certain Paragraphs of the Expert Report on Infringement of Prof. Jeffrey J. Rodriguez
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`(Dkt. No. 239), which was filed approximately two hours before the November 4 meet and
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`confer and which Invensys believes is in any event not in compliance with the Court’s rules.
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`Invensys was not prepared to consider this proposal.
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`Defendants’ Motion for Leave to Supplement Invalidity Contentions (Dkt. No. 163)
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`The parties were unable to reach agreement with respect to this motion.
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`5
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`V.
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 6 of 7 PageID #: 9177
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`Dated: November 5, 2014
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`Respectfully submitted,
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`/s/ Claudia Wilson Frost
`Claudia Wilson Frost
`State Bar No. 21671300
`Jeffrey L. Johnson
`State Bar No. 24029638
`Dawn M. Jenkins
`State Bar No. 24074484
`DLA PIPER LLP
`1000 Louisiana, Suite 2800
`Houston, TX 77002
`Telephone: 713.425.8400
`Facsimile: 713.425.8401
`Claudia.Frost@dlapiper.com
`Jeffrey.Johnson@dlapiper.com
`Dawn.Jenkins@dlapiper.com
`
`Nicholas G. Papastavros
`Daniel Rosenfeld
`DLA PIPER LLP
`33 Arch Street, 26th Floor
`Boston, MA 02110
`Telephone: 617.406.6000
`Facsimile: 617.406.6100
`Nick.Papastavros@dlapiper.com
`Daniel.Rosenfeld@dlapiper.com
`
`Todd S. Patterson
`DLA PIPER LLP
`
`401 Congress Ave., Suite 2500
`Austin, TX 78701-3799
`Telephone: 512.457.7017
`Facsimile: 512.721.2217
`todd.patterson@dlapiper.com
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`ATTORNEYS FOR PLAINTIFF
`INVENSYS SYSTEMS, INC.
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`6
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`Case 6:12-cv-00799-LED Document 241 Filed 11/05/14 Page 7 of 7 PageID #: 9178
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`
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`/s/ Kadie M. Jelenchick
`Linda E.B. Hansen, WI Bar 1000660
`Richard S. Florshein, WI Bar 1015905
`Jeffrey N. Costakos, WI Bar 1008225
`Kadie M. Jelenchick, WI Bar 1056506
`FOLEY & LARDNER LLP
`777 East Wisconsin Ave.
`Milwaukee, WI 53202
`Telephone: 414.271.2400
`Facsimile: 414.297.4900
`lhansen@foley.com
`rflorsheim@foley.com
`jcostakos@foley.com
`kjelenchick@foley.com
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`Jason A. Berta, IL Bar 6295888
`321 North Clark St., Suite 2800
`Chicago, IL 60654
`Telephone: 312.832.4500
`Facsimile: 312.832.4700
`jberta@foley.com
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`Guy N. Harrison, TX Bar 00000077
`Guy Harrison Law Offices
`217 N. Center St.
`Longview, TX 75601
`Telephone: 903.758.7361
`Facsimile: 903.753.9557
`guy@gnhlaw.com
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`ATTORNEYS FOR MICRO MOTION,
`INC. and EMERSON ELECTRIC CO.
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`
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`CERTIFICATE OF SERVICE
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`
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`The undersigned certifies that on November 5, 2014, all counsel of record who are
`deemed to have consented to electronic service are being served with a copy of this document via
`the Court’s CM/ECF system per Local Rule CV-5(a)(3). Any other counsel of record will be
`served by facsimile transmission and/or first class mail.
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`/s/ Claudia Wilson Frost
`Claudia Wilson Frost
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`7