This is the third installment of a series examining the latest filings which will be argued before Judge Alsup on January 22, 2008. My purpose is varied. First, I would like to see how closely my thoughts and arguments parallel those of the attorneys. Second, I want those who are interested in this case to see how court cases progress, and the nuances upon which so many things may hang which are often overlooked in favour of sensationalistic headlines.

Part One
Part Two

In those prior articles I had concluded that Psystar’s arguments thus far were not persuasive when examined only in light of the narrow issues before the Court right now—not the case writ large. However in this portion I will take a look at what appears to be the case that Psystar feels to be most strongly in its favour.

Argument: Psystar Improperly Attempts to Create Counterclaims for the Affirmative Defense of Copyright Misuse.

Practice Mgmt. Information Corp. v. American Medical Ass’n, 121 F.3d 516 (9th Cir. 1997)

You read a copy of this case for yourself at Justia.com.

This case is interesting. It involves a licensing agreement for use of a copyrighted written work containing medical codes with a clause requiring that the licensee refrain from using coding systems promulgated in any competing work and to require the use of the licensed work in any other programs administered by the licensee. The case cites to Lasercomb America, Inc. v. Reynolds, 911 F.2d 970 (4th Cir. 1990) which is sure to play a major part in upcoming arguments (and has already been cited by Psystar). The Lasercomb case also involves a licensing agreement, and significantly it is for software rather than a written publication. The licensing agreement required a wide swath of people to agree not to develop any competing product. In the future, I expect that Psystar will point to these two cases as supporting their improper tie-in argument. However, I believe that attempt will fail. Unlike the instant case, both Practice Mgmt. and Lasercomb involve agreements with very broad restrictions on the use of competing products of the same type. Apple does not require that its users forsake any other operating systems. In fact, Apple hardware can run other operating systems. However, we are not at that point yet if the first hurdle of the duplicative allegations is not cleared. Psystar does make this argument in its Reply (as Apple pointed this out in its Response). However, this seems more appropriate as arguments supporting/opposing a Motion to Dismiss which is sure to come if Psystar is given leave to amend.

As far as Psystar’s reliance on Practice Mgmt. to support its claim that copyright misuse has been recognized by the Ninth Circuit as a valid affirmative cause of action, that argument fails for the same reasons previously discussed with regards to Open Source Yoga. Specifically, in the procedural history, the Practice Mgmt. court noted:

Practice Management, a publisher and distributor of medical books, purchases copies of the CPT from the AMA for resale. After failing to obtain the volume discount it requested, Practice Management filed this lawsuit seeking a declaratory judgment that the AMA’s copyright in the CPT was invalid for two reasons: (1) the CPT became uncopyrightable law when HCFA adopted the regulation mandating use of CPT code numbers in applications for Medicaid reimbursement, and (2) the AMA misused its copyright by entering into the agreement that HCFA would require use of the CPT to the exclusion of any other code.

Once again, this is NOT a counterclaim asserted after being sued for copyright infringement nor is it duplicative of the same party’s affirmative defenses (if any). Just as the spirit of the Declaratory Relief Act exudes, a party unsure of its rights, and being reasonably sure of drawing suit if it goes forward with using the disputed works without purchasing them at full price, asked the court for legal guidance. This, once again, is not at all what happened with Psystar, and the court once again specified that copyright misuse is a defense against copyright infringement.

I hate to keep repeating myself, but I must say each time I am not a lawyer. My opinions should not be considered those of a lawyer but rather an interested citizen examining public records. With that in mind, if I were Psystar and the reality of a huge loss started to loom large, I might start wondering if my attorneys gave proper counsel. Psystar’s affirmative copyright misuse case might have succeeded if they didn’t sit around and wait for Apple to sue them. Just a thought.

I think I have covered the issue of this first question sufficiently to form my own personal opinion that Psystar has improperly pled a duplicative allegation as both affirmative defenses and counterclaims. As we still have several days until the hearing, in the next installment I will start to tackle this question:

Does Psystar’s Proposed Counterclaims Plead Sufficient Facts to Support a Claim for Copyright Misuse?