First Amendment Defenses
The First Amendment of the Constitution of the United States can provide
a significant defense to alleged trademark infringement.
Classic Fair Use
Fair use occurs when a descriptive mark is used in its primary,
rather than secondary, meaning. For example, using Apple to describe the apple
fruit would not infringe Apple, Inc.'s trademark "Apple." This is because such
a use is purely descriptive and does not cause confusion with the secondary meaning of the mark.
Nominative Fair Use
The nominative fair use defense arises where a defendant has used
the plaintiff's mark to describe the plaintiff's product, even if the defendant's
ultimate goal is to describe his own product. Nominative fair use recognizes that
occasionally, the need may arise to use a mark owned by someone else.
The nominative fair use defense acknowledges that it is often virtually
impossible to refer to a particular product for purposes of comparison, criticism,
point of reference or any other such purpose without using the mark.
There are generally three requirements for the successful
application of the nominative fair use defense. First, the service must
be one not readily identifiable without use of the mark. Second, only so
much of the mark may be used as is reasonably necessary. Finally, the user
must refrain from actions that, in conjunction with the mark, suggest
endorsement or sponsorship by the mark owner.
Parody
If one uses another party's trademark for a parody,
and that use is not too directly tied to the mark's commercial use,
there is no trademark infringement. Courts often balance the first
amendment against trademark law . For example, the use of a character
similar to a pig, named "Spam'am" in a Muppet movie was found to not
infringe Hormel's "Spam" trademark. The parody defense is generally
more fact based and can also involve a likelihood of confusion analysis.
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