FEARLESS JAMES BERTINI VS APPLE INC
s of: June 2, 2023 8:47 PM Z
Reporter
Bertini v. Apple Inc.
United States Court of Appeals for the Federal Circuit
April 4, 2023, Decided
2021-2301
63 F.4th 1373 *; 2023 U.S. App. LEXIS 7935 **; 2023 U.S.P.Q.2D (BNA) 407
CHARLES BERTINI, Appellant v. APPLE INC.,
Appellee
Prior History: [**1] Appeal from the United States
Patent and Trademark Office, Trademark Trial and
Appeal Board in No. 91229891.
Disposition: REVERSED.
Core Terms
tacking, MUSIC, trademark, marks, records,
gramophone, consumers, JAZZ, impression, production
and distribution, sound recording, registration,
substantially identical, presenting, register
Case Summary
Overview
HOLDINGS: [1]-TTAB erred by dismissing appellant's
opposition to a company's application to register its
character mark as he alleged that it would likely cause
confusion with his common law trademark under 15
U.S.C.S. § 1052(d); [2]-TTAB legally erred by permitting
the company to claim absolute priority for all of the
services listed in its application based on a showing of
priority for one service listed in the application;
accordingly, the company was not entitled to tack its use
of its character mark for live musical performances onto
its 1968 use of its character mark for gramophone
records; [3]-TTAB held that appellant could claim priority
of
use of its character mark in connection with
arranging, organizing, and presenting live musical
performances as early as June 13, 1985.
Outcome
Board's dismissal of the opposition reversed.
LexisNexis® Headnotes
Administrative Law > Judicial Review > Standards
of Review > De Novo Standard of Review
Patent Law > Jurisdiction & Review > Standards of
Review > Substantial Evidence
Administrative Law > Judicial Review > Standards
of Review > Substantial Evidence
HN1[
]
Review
Standards of Review, De Novo Standard of
The Federal Circuit reviews the Board's legal
conclusions de novo and its factual findings for
substantial evidence. The tacking inquiry is a question
of fact.
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Commercial Use > Actual Use
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Priority > Actual Use Priority
HN2[
]
Commercial Use, Actual Use
Trademark rights arise from the use of a mark in
commerce. The party who first uses a distinctive mark in
connection with particular goods or services has priority
over other users. Recognizing that trademark users
ought to be permitted to make certain modifications to
their marks over time without losing priority, trademark
Page 2 of 7
63 F.4th 1373, *1373; 2023 U.S. App. LEXIS 7935, **1
owners may, in limited circumstances, clothe a new
mark with the priority position of an older mark. This
doctrine is known as tacking.
Business & Corporate Compliance > ... > Likelihood
of Confusion > Factors for Determining
Confusion > Comparison of Advertising
HN3[
]
Likelihood of Confusion, Comparison of
Advertising
The Ninth Circuit permits tacking because, without it, a
trademark owner's priority in his mark would be reduced
each time he made the slightest alteration to the mark,
which would discourage him from altering the mark in
response to changing consumer preferences, evolving
aesthetic developments, or new advertising and
marketing styles. Trademark owners often modernize
and update their trademarks in response to a changing
marketplace.
Evidence > Burdens of Proof > Allocation
Trademark Law > ... > Factors for Determining
Confusion > Similarity of Marks > Commercial
Impressions
HN4[
]
Burdens of Proof, Allocation
The standard for a trademark owner to invoke tacking is
strict. The party seeking to tack bears the burden to
show the old mark and the new mark create the same,
continuing commercial impression so that consumers
consider both as the same mark. In other words, the
marks must be legal equivalents. This standard requires
showing more than a likelihood of confusion between
the two marks. The commercial impression of a
trademark is the meaning or idea it conveys or the
mental reaction it evokes, including the information it
conveys with respect to source.
Trademark Law > ... > Factors for Determining
Confusion > Similarity of Marks > Commercial
Impressions
HN5[
]
Similarity
Impressions
of
Marks,
Commercial
marks are sufficiently similar such that a consumer
would understand the two marks identify the same
source.
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Priority > Actual Use Priority
HN6[
]
Priority, Actual Use Priority
Tacking a mark for one good or service does not grant
priority for every other good or service in the trademark
application. A trademark owner must show tacking is
available for each good or service for which it claims
priority on that ground.
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Priority > Actual Use Priority
HN7[
]
Priority, Actual Use Priority
An opposer can block a trademark application in full by
proving priority of use and likelihood of confusion for any
of the services listed in the trademark application. The
reverse is not true. The trademark applicant cannot
establish absolute priority for the full application simply
by proving priority of use for a single service listed in the
application.
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Commercial Use > Actual Use
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Priority > Actual Use Priority
HN8[
]
Commercial Use, Actual Use
Trademark rights arise from the use of the mark in
connection with particular goods or services.
Antitrust & Trade Law > Consumer
Protection > Deceptive & Unfair Trade
Practices > State Regulation
While rare, tacking can apply in situations where the
Page 3 of 7
63 F.4th 1373, *1373; 2023 U.S. App. LEXIS 7935, **1
HN9[
]
Deceptive & Unfair Trade Practices, State
Regulation
or
The Board has held tacking requires the new and old
goods
services
be substantially identical.
Substantially identical goods or services is the dominant
terminology for tacking. The goods or services must be
substantially identical for tacking to apply. This standard
does not require complete identity of the goods or
services.
Business & Corporate
Compliance > ... > Trademark Cancellation &
Establishment > Priority > Actual Use Priority
HN10[
]
Priority, Actual Use Priority
A trademark owner should not lose priority simply
because it updates the medium through which it
distributes musical recordings, so long as consumers
would associate these various music formats as
emanating from the same source. Trademark owners
are permitted to make small changes to their products
without abandoning their marks. Normal product
changes do not disturb the priority of a trademark
owner. To do so would discourage brand innovation.
Antitrust & Trade Law > Consumer
Protection > Deceptive & Unfair Trade
Practices > State Regulation
HN11[
]
Judges: Before MOORE, Chief Judge, TARANTO and
CHEN, Circuit Judges.
Opinion by: MOORE
Opinion
[*1376] MOORE, Chief Judge.
Charles Bertini appeals from a final decision of the
Trademark Trial and Appeal Board dismissing his
opposition to Apple Inc.'s application to register the
mark APPLE MUSIC. For the following reasons, we
reverse.
BACKGROUND
Apple filed Trademark Application No. 86/659,444 to
register the standard character mark APPLE MUSIC for
several services in International Class 41, including,
inter
alia,
production and distribution of sound
recordings and arranging, organizing, conducting, and
presenting live musical performances. Bertini, a
professional jazz musician, filed a notice of opposition to
Apple's application. Bertini has used the mark APPLE
JAZZ in connection with festivals and concerts [**2]
since June 13, 1985. In the mid-1990s, Bertini began
using APPLE JAZZ to issue and distribute sound
recordings under his record label. Bertini opposed
Apple's registration of APPLE MUSIC on the ground that
it would likely cause confusion with Bertini's common
law trademark APPLE JAZZ. See 15 U.S.C. § 1052(d).
Deceptive & Unfair Trade Practices, State
Regulation
Goods and services are substantially identical for
purposes of tacking where the new goods or services
are within the normal evolution of the previous line of
goods or services. This inquiry depends, at least in part,
on whether consumers would generally expect the new
goods or services to emanate from the same source as
the previous goods or services.
Counsel: JAMES BERTINI, Denver, CO, argued for
appellant.
ADAM HOWARD CHARNES, Kilpatrick Townsend &
Stockton LLP, Dallas, TX, argued for appellee. Also
represented by WILLIAM BRYNER, Winston-Salem,
NC; THEODORE H. DAVIS, JR., Atlanta, GA; JOHN D.
MAYBERRY, SARA K. STADLER, New York, NY;
JOSEPH E. PETERSEN, Menlo Park, CA.
The Board issued a final decision dismissing Bertini's
opposition. Bertini v. Apple, Inc., 2021 TTAB LEXIS
127, 2021 WL 1575580 (T.T.A.B. Apr. 16, 2021) (Board
Decision). The Board found Bertini's common law mark
APPLE JAZZ is inherently distinctive and that Bertini
may claim a priority date of June 13, 1985 for APPLE
JAZZ in connection with "[a]rranging, organizing,
conducting, and presenting concerts [and] live musical
performances." 2021 TTAB LEXIS 127, [WL] at *9-12.
These findings are undisputed on appeal. The parties
also agreed there was a likelihood consumers would
confuse Bertini's use of APPLE JAZZ with Apple's use
of APPLE MUSIC. 2021 TTAB LEXIS 127, [WL] at *8.
The parties only dispute priority of use. Id.
Apple began using the mark APPLE MUSIC on June 8,
2015, when it launched its music streaming service,
nearly thirty years after Bertini's 1985 priority date.
Page 4 of 7
Apple argued, however, it was entitled to an earlier
priority date of August 1968 based on trademark rights it
purchased from Apple Corps, the Beatles' record
company. Apple [**3] purchased Apple Corps'
Registration No. 2034964 in 2007. The '964 registration
covers the mark APPLE for "[g]ramophone records
featuring music" and "audio compact discs featuring
music" and claims a date of first use of August 1968.
The Board found Apple Corps continuously used its
APPLE mark on gramophone records, and other
recording formats, since August 1968. 2021 TTAB
LEXIS 127, [WL] at *13-17. It further found Apple was
entitled to tack its 2015 use of APPLE MUSIC onto
Apple Corps' 1968 use of APPLE and thus had priority
over Bertini. 2021 TTAB LEXIS 127, [WL] at *18-21.
The Board accordingly dismissed Bertini's opposition
and denied Bertini's subsequent motion for
reconsideration. 2021 TTAB LEXIS 127, [WL] at *21.
Bertini appeals. We have jurisdiction under 28 U.S.C. §
1295(a)(4)(B).
DISCUSSION
Bertini challenges the Board's determination that
Apple's use of APPLE MUSIC [*1377] has priority over
Bertini's use of APPLE JAZZ. We hold Apple cannot
tack its use of APPLE MUSIC for live musical
performances onto Apple Corps' use of APPLE for
gramophone records and that its application to register
APPLE MUSIC must therefore be denied. Accordingly,
we reverse.
I
HN1[ ] We review the Board's legal conclusions de
novo and its factual findings for substantial evidence. In
re Pacer Tech., 338 F.3d 1348, 1349 (Fed. Cir. 2003).
The tacking inquiry is a question of fact. Hana Fin., Inc.
v. Hana Bank, 574 U.S. 418, 422-23, 135 S. Ct. 907,
190 L. Ed. 2d 800 (2015).
II
HN2[ ] Trademark rights [**4] arise from the use of a
mark in commerce. Hana, 574 U.S. at 419. The party
who first uses a distinctive mark in connection with
particular goods or services has priority over other
users. Id. "Recognizing that trademark users ought to be
permitted to make certain modifications to their marks
over time without losing priority," trademark owners
may, in limited circumstances, "clothe a new mark with
the priority position of an older mark." Id. at 419-20. This
doctrine is known as "tacking." Id. at 420.
HN3[ ] We permit tacking because, without it, "a
trademark owner's priority in his mark would be reduced
each time he made the slightest alteration to the mark,
which would discourage him from altering the mark in
response to changing consumer preferences, evolving
aesthetic developments, or new advertising and
marketing styles." Brookfield Commc'ns, Inc. v. W.
Coast Ent. Corp., 174 F.3d 1036, 1048 (9th Cir. 1999).
Trademark owners often modernize and update their
trademarks in response to a changing marketplace. See
Sunstar, Inc. v. Alberto-Culver Co., 586 F.3d 487, 496
(7th Cir. 2009) (recognizing the need for trademark
owners and their licensees to make "modest changes in
the appearance or wording of the trademark" to respond
to "unpredictable fluctuations in consumer response").
HN4[ ] The standard for a trademark owner to invoke
tacking is strict. Van Dyne-Crotty, Inc. v. Wear-Guard
Corp., 926 F.2d 1156, 1160 (Fed. Cir. 1991), abrogated
on other grounds by Hana, 574 U.S. 418. The
party [**5] seeking to tack bears the burden to show the
old mark and the new mark "'create the same,
continuing commercial impression' so that consumers
'consider both as the same mark.'" Hana, 574 U.S. at
422 (quoting Van Dyne-Crotty, 926 F.2d at 1159). In
other words, the marks must be "legal equivalents."1 Id.
This standard requires showing more than a likelihood
of confusion between the two marks. Van Dyne-Crotty,
926 F.2d at 1159. The commercial impression of a
trademark is "the meaning or idea it conveys or the
mental reaction it evokes," including the information it
conveys with respect to source. Hana Fin., Inc. v. Hana
Bank, 735 F.3d 1158, 1164 (9th Cir. 2013) (quoting
Gideon Mark & Jacob Jacoby, Continuing Commercial
Impression: Applications and Measurement, 10 MARQ.
INTELL. PROP. L. REV. 433, 434 (2006)), [*1378]
aff'd, 574 U.S. 418, 135 S. Ct. 907, 190 L. Ed. 2d 800;
see also Spice Islands, Inc. v. Frank Tea & Spice Co.,
505 F.2d 1293, 1296 (CCPA 1974) (finding two marks
create the same commercial impression because they
"convey to prospective purchasers the same idea, same
mental reaction, and same meaning").
Our cases demonstrate the limited reach of the tacking
doctrine. For example, in Van Dyne-Crotty, we rejected
1 Although the terminology "legal equivalents" is typically used,
the Supreme Court has made clear this is a factual question.
Hana, 574 U.S. at 422-23 (abrogating prior decisions holding
this was a legal question).
63 F.4th 1373, *1376; 2023 U.S. App. LEXIS 7935, **2
Page 5 of 7
63 F.4th 1373, *1378; 2023 U.S. App. LEXIS 7935, **5
the trademark owner's attempt to tack its use of
CLOTHES THAT WORK for clothing apparel onto
CLOTHES THAT WORK. FOR THE WORK YOU DO
for the same goods in the wholesale rather than retail
market. 926 F.2d at 1158-60.
We affirmed the Board's
finding that the marks create different commercial
impressions because consumers "would [**6] clearly
differentiate them" based simply on the visual
appearance of the marks. Id. at 1159-60.
OVERSEAS KOREAN CLUB for the same services. 735
F.3d at 1166.
Hana Bank (a well-known Korean bank)
had previously used its HANA OVERSEAS KOREAN
CLUB mark in English next to its HANA BANK mark in
Korean on advertisements in the United States. Id. at
1166-67.
In Ilco Corp. v.
Ideal Security Hardware Corp., our predecessor court
determined the trademark owner was not entitled to tack
its use of HOME PROTECTION CENTER for display
racks onto its prior use of HOME PROTECTION
HARDWARE for the same goods. 527 F.2d 1221, 1224
25 (CCPA 1976). The two marks created different
commercial impressions even when applied to the same
goods because the former mark "signifies a unitary
aggregation of goods related to home protection," while
the latter mark "refer[s] to the hardware itself." Id.
Other circuits uniformly apply the tacking doctrine
narrowly. For example, in Jim O'Neal, the trademark
owner could not tack its angular O' mark onto its
rounded O' mark because the two marks were materially
different in appearance. One Indus., LLC v. Jim O'Neal
Distrib., Inc., 578 F.3d 1154, 1161-62 (9th Cir. 2009). In
Data Concepts, "DCI" and the stylized mark "dci" were
not legal equivalents because "the two marks do not
look alike." Data Concepts, Inc. v. Digit. Consulting, Inc.,
150 F.3d 620, 623-24 (6th Cir. 1998), abrogated on
other grounds by Hana, 574 U.S. 418; see also
In this context, it was reasonable for a jury to
find that ordinary consumers (i.e., Korean-speaking
[*1379] consumers familiar with Hana Bank's presence
in Korea) would associate HANA BANK with the same
source as HANA OVERSEAS KOREAN CLUB. Id. at
1167 ("'Hana' was [**8] arguably the most significant
portion of the trade name, as the ordinary purchasers
would have then made the association between the
English word 'Hana' and the Bank's Korean name.").
III
This case raises a question of first impression regarding
the appropriate tacking standard in the registration
context: whether a trademark applicant can establish
priority for every good or service in its application merely
because it has priority through tacking in a single good
or service listed in its application. We hold it cannot.
Bertini argues the Board erred by only considering
whether Apple can tack its use of APPLE MUSIC for
production and distribution of sound recordings—one of
several services listed in Apple's application. Apple
responds that its application should be granted as to all
listed goods or services if it can establish priority
through tacking in any one of those goods or services.
We do not agree.
George
& Co. v. Imagination Ent. Ltd., 575 F.3d 383, 402 (4th
Cir. 2009) (determining the mark LEFT CENTER RIGHT
and the abbreviated mark LCR are not legal equivalents
for tacking purposes because the marks are not
confusingly similar and "look and sound different").
HN5[
]
While rare, tacking can apply in situations
where the [**7] marks are sufficiently similar such that a
consumer would understand the two marks identify the
same source. For instance, in American Security Bank
v.
American Security & Trust Co., the trademark
applicant could tack its use of AMERICAN SECURITY
BANK for banking services onto its prior use of
AMERICAN SECURITY for the same services. 571 F.2d
564, 567 (CCPA 1978).
The court determined the two
marks were legal equivalents because "the word 'bank'
is purely descriptive and adds nothing to the origin
indicating significance of AMERICAN SECURITY." Id.
Similarly, in Hana Financial, Inc. v. Hana Bank, the
Ninth Circuit held the jury reasonably concluded Hana
Bank could tack its use of the mark HANA BANK for
financial services onto its prior use of HANA
Apple seeks to register its APPLE MUSIC mark for 15
broad categories of services, from the production and
distribution of sound recordings, to presenting live
musical performances, to providing websites featuring
entertainment and sports information. Apple attempts to
claim priority [**9] for all of these services by tacking
onto Apple Corps' 1968 use of APPLE for gramophone
records. The Board found Apple was entitled to tack its
use of APPLE MUSIC for production and distribution of
sound recordings onto Apple Corps' 1968 use of APPLE
for gramophone records and thus may claim priority for
all of the services listed in its application. Board
Decision, 2021 TTAB LEXIS 127, 2021 WL 1575580, at
*18-21; see also
2021 TTAB LEXIS 127, [WL] at *8 ("It
is sufficient to find priority as to any goods or services
encompassed by the application or registration."). It
made no findings regarding the other services listed in
the application.
The Board legally erred by permitting Apple to claim
absolute priority for all of the services listed in its
application.2
Page 6 of 7
63 F.4th 1373, *1379; 2023 U.S. App. LEXIS 7935, **9
application based on a showing of priority for one
service listed in the application. HN6[
] Tacking a mark
for one good or service does not grant priority for every
other good or service in the trademark application. Cf.
Van Dyne-Crotty, 926 F.2d at 1160 ("[I]t would be
clearly
contrary to well-established principles of
trademark law to sanction the tacking of a mark with a
narrow commercial impression onto one with a broader
commercial impression."). A trademark owner must
show tacking is available for each good or service for
which it claims priority on that ground.
The Board found, and Apple does not dispute, that
Bertini may claim priority of use of APPLE JAZZ in
connection with "[a]rranging, organizing, conducting,
and
presenting
concerts
[and]
live
musical
performances" as early as June 13, 1985. Board
Decision, 2021 TTAB LEXIS 127, 2021 WL 1575580, at
*12. To defeat Bertini's showing of priority, Apple must
at minimum show it is entitled to tack its use of APPLE
MUSIC for live musical performances3 onto Apple
Corps' use of APPLE for gramophone records.
[**10] In holding otherwise, the Board conflated the
tacking standard with the standard for oppositions under
15 U.S.C. § 1052(d).
This raises a question regarding the scope of the
tacking inquiry. HN8[
See Board Decision, 2021 TTAB
LEXIS 127, 2021 WL 1575580, at *8 ("Neither Opposer
nor Applicant need prove, and we need not find, priority
as to each service listed in the respective recitations of
services."). HN7[
] An opposer can block a trademark
application in full by proving priority of use and likelihood
of confusion for any of the services listed in the
trademark application. Tuxedo Monopoly, Inc. v. Gen.
Mills Fun Grp., Inc., 648 F.2d 1335, 1336 (CCPA 1981)
(affirming Board decision sustaining opposition where
opposer showed the applicant's use of the mark on T
shirts would likely cause confusion with opposer's mark,
[*1380]
where the registration included T-shirts,
dresses, skirts, coats, scarves, etc.); 3 McCarthy on
Trademarks and Unfair Competition § 20:17 (5th ed.).
The reverse is not true. The trademark applicant cannot
establish absolute priority for the full application simply
by proving priority of use for a single service listed in the
application.
To sustain his opposition, Bertini therefore only needs
to show he has priority of use of APPLE JAZZ for any
service listed in Apple's application. Bertini's use of
APPLE JAZZ overlaps with two of the services in
Apple's application: production and distribution of sound
recordings; and arranging, organizing, conducting, and
presenting live musical performances. The Board
improperly focused only on Apple's ability to tack its use
of APPLE MUSIC for production and distribution of
sound recordings and did not consider live musical
performances. Even assuming Apple is entitled to
tack [**11] its use of APPLE MUSIC for production and
distribution of sound recordings onto Apple Corps' 1968
use of APPLE for gramophone records, this does not
give Apple priority as of 1968 for live musical
performances. Nor does it give Apple a 1968 priority
date for the laundry list of other services in its
] Trademark rights arise from the
use of the mark in connection with particular goods or
services. See B & B Hardware, Inc. v. Hargis Indus.,
Inc., 575 U.S. 138, 142, 135 S. Ct. 1293, 191 L. Ed. 2d
222 (2015);
United Drug Co. v. Theodore Rectanus Co.,
248 U.S. 90, 97-98, 39 S. Ct. 48, 63 L. Ed. 141, 1918
Dec. Comm'r Pat. 369 (1918). We therefore cannot
evaluate whether two marks create the same
commercial impression without considering the goods or
services on which the marks are used. Our tacking
cases have focused on whether a trademark owner can
tack two different marks which have been used for
the [**12] same goods or services. We have not
addressed the appropriate standard for tacking uses on
different goods or services.
HN9[
]
The Board has held tacking requires the new
and old goods or services [*1381] be "substantially
identical." See Big Blue Prods. Inc. v. Int'l Bus. Machs.
2 There is a question as to whether Apple—to successfully
defeat Bertini's opposition—must establish that the full scope
of the goods and services listed in its current application is
entitled to tacking, or whether simply tacking just to the
services overlapping with Bertini's use of APPLE JAZZ is
sufficient. We need not decide that question because, here, it
is enough to conclude that Apple, as explained infra, is unable
to tack back for live musical performances.
3 In determining tacking in an opposition, we look to the full
scope of goods and services described in the application,
rather than the goods and services actually used by the
applicant. Stone Lion Cap. Partners, L.P. v. Lion Cap. LLP,
746 F.3d 1317, 1323 (Fed. Cir. 2014) ("It was proper . . . for
the Board to focus on the application and registrations rather
than on real-world conditions, because 'the question of
registrability of an applicant's mark must be decided on the
basis of the identification of goods set forth in the application.'"
(quoting Octocom Sys., Inc. v. Houston Comput. Servs.,
Inc., 918 F.2d 937, 942 (Fed Cir. 1990))).
Page 7 of 7
63 F.4th 1373, *1381; 2023 U.S. App. LEXIS 7935, **12
Corp., 1991 WL 326549, at *3 (T.T.A.B. Apr. 8, 1991);
see also C.P. Ints., Inc. v. Cal. Pools, Inc., 238 F.3d
690, 700-01 (5th Cir. 2001) (noting "substantially
identical"
goods or services is the "dominant
terminology" for tacking). Both parties urge us to apply
this standard. We agree the goods or services must be
substantially identical for tacking to apply. This standard
does not require complete identity of the goods or
services. Such a rule would fail to account for
technological innovation which impacts how products
evolve over time. For example, music recording formats
have changed over time as technology has improved—
from gramophone records, to cassettes, to compact
discs. HN10[
]
gramophone records and live musical performances are
substantially identical. Nothing in the record supports a
finding that consumers would think Apple's live musical
performances are within the normal product evolution of
Apple Corps' gramophone records.
Accordingly, Apple is not entitled to tack its use of
APPLE MUSIC for live musical performances onto
Apple Corps' 1968 use of APPLE for gramophone
records. Because Apple began using the mark APPLE
MUSIC in 2015, Bertini has priority of use for APPLE
JAZZ as to live musical performances. We therefore
reverse the Board's dismissal of Bertini's opposition to
Apple's application to register APPLE [*1382] MUSIC.4
A trademark owner should not lose
priority simply because it updates the medium through
which it distributes musical recordings, so long as
consumers would associate these various music
formats as emanating from the same source. See
Marlyn Nutraceuticals, Inc. v. Mucos Pharma GmbH &
Co., 571 F.3d 873, 878 (9th Cir. 2009) ("Trademark
owners are permitted to make small changes to their
products without abandoning their marks."); 3 McCarthy
on Trademarks and Unfair Competition § 17:24 (5th ed.)
("[N]ormal [**13] product changes do not disturb the
priority of a trademark owner."). To do so would
discourage brand innovation.
HN11[
] Goods and services are substantially identical
for purposes of tacking where the new goods or
services are within the normal evolution of the previous
line of goods or services. This inquiry depends, at least
in part, on whether consumers would generally expect
the new goods or services to emanate from the same
source as the previous goods or services. See J. Wiss &
Sons Co. v. W. E. Bassett Co., 462 F.2d 567, 569-70,
59 C.C.P.A. 1269 (CCPA 1972) (determining trademark
applicant could not tack its use of TRIMLINE for hair
cutting shears onto its prior use of QUICK-TRIM for
grass shears because hair cutting shears are not in the
normal expansion from grass shears); see also 4
McCarthy on Trademarks and Unfair Competition §
24:21 (5th ed.) ("When the issue is not enjoining an
intervening user, but priority and registration rights of
one of the parties to an inter partes proceeding, the
issue is whether customers are likely to link a mark in its
expansion market with the original, senior usage.").
To establish tacking, Apple must therefore show live
musical performances are substantially identical to
gramophone records. There is no need to vacate and
remand for the [**14] Board to make a finding on this
issue in the first instance. No reasonable person could
conclude, based on the record before us, that
CONCLUSION
We have considered the parties' remaining arguments
and find them unpersuasive. For the reasons given
above, we reverse the Board's dismissal of Bertini's
opposition.
REVERSED
COSTS
Costs awarded to Bertini.
End of Document
4 We do not and need not consider whether the propriety of
tacking here, an inquiry that considers the "origin-indicating
significance" of marks, Am. Sec. Bank, 571 F.2d at 567, is
affected by the fact that Apple (the computer company) is not
the same company as Apple Corps (the Beatles' record label)
HON BRIAN SCAVO

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