Walgreen Co.Download PDFTrademark Trial and Appeal BoardJan 17, 202087626859 (T.T.A.B. Jan. 17, 2020) Copy Citation This Opinion is not a Precedent of the TTAB Mailed: January 17, 2020 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board _____ In re Walgreen Co. _____ Serial No. 87626859 _____ Tamara A. Miller of Leydig Voit & Mayer LTD for Walgreen Co. Young Wolfe, Trademark Examining Attorney, Law Office 122, John Lincoski, Managing Attorney. _____ Before Mermelstein, Heasley, and Lynch, Administrative Trademark Judges. Opinion by Heasley, Administrative Trademark Judge: Walgreen Co. (“Applicant”) seeks registration on the Principal Register of the mark ACCORA (in standard characters) for: “Computer programs for use in building, maintaining and storing personal health records, managing patient and prescription data, writing, transmitting and filling prescriptions, performing drug-use evaluations, checking pharmaceutical formulary compliance with federal regulations, transmitting and viewing healthcare information in the nature of patient medical data, patient medication data, and capturing billing charges, and ordering lab and other medical services for use in the sale of pharmaceuticals, medicines, and medical devices” in International Class 9; and Serial No. 87626859 - 2 - “Providing temporary use of non-downloadable computer programs for use in building, maintaining and storing personal health records, managing patient and prescription data, writing, transmitting and filling prescriptions, performing drug-use evaluations, checking pharmaceutical formulary compliance with federal regulations, transmitting and viewing healthcare information in the nature of patient medical data, patient medication data, and capturing billing charges, and ordering lab and other medical services for use in the sale of pharmaceuticals, medicines, and medical devices” in International Class 42.1 The Trademark Examining Attorney refused registration of Applicant’s proposed mark under Section 2(d) of the Trademark Act, 15 U.S.C. § 1052(d), on the ground of likelihood of confusion with the registered mark ACORA (in standard characters) for, in pertinent part: “Design and development of computer hardware and software; computer programming; consultancy and advisory services in the field of computer software and consultancy and advisory services in the field of design and development of computer hardware; rental of computer hardware and software; but not including services in this class related to tailored parking solutions and parking management” in International Class 42.2 When the refusal was made final, Applicant appealed. The original Examining Attorney, Erica Jeung Dickey, was replaced by Examining Attorney Wolfe, who requested that the appeal be suspended and the application returned to her so that she could supplement the evidence of record.3 Trademark Rule 2.142(d), 37 C.F.R. § 2.142(d). After the Board granted this request, the Examining Attorney 1 Application Serial No. 87626859 was filed on Sept. 28, 2017, based on Applicant’s allegation of a bona fide intention to use the mark in commerce under Section 1(b) of the Trademark Act. 15 U.S.C. § 1051(b). Page references to the application record are to the downloadable .pdf version of the USPTO’s Trademark Status & Document Retrieval (TSDR) system. References to the briefs, motions and orders on appeal are to the Board’s TTABVUE docket system. 2 Registration No. 4416717 issued on the Principal Register on Oct. 15, 2013. Combined declaration of use and incontestability accepted and acknowledged, Dec. 17, 2019. 3 6-12 TTABVUE. Serial No. 87626859 - 3 - supplemented the evidentiary record, and the appeal resumed.4 We affirm the refusal to register. I. Likelihood of Confusion We base our determination of likelihood of confusion under Section 2(d) on an analysis of all of the probative facts in evidence that are relevant to the factors enunciated in In re E. I. du Pont de Nemours & Co., 476 F.2d 1357, 177 USPQ 563, 567 (CCPA 1973) (“DuPont”), cited in B&B Hardware, Inc. v. Hargis Indus., Inc., 575 U.S. 138, 113 USPQ2d 2045, 2049 (2015); see also In re Guild Mortg. Co., 912 F.3d 1376, 129 USPQ2d 1160, 1161-62 (Fed. Cir. 2019). We have considered each DuPont factor that is relevant, and have treated any other factors as neutral. See Zheng Cai v. Diamond Hong, Inc., 901 F.3d 1367, 127 USPQ2d 1797, 1800 (Fed. Cir. 2018) (quoting In re Mighty Leaf Tea, 601 F.3d 1342, 94 USPQ2d 1257, 1259 (Fed. Cir. 2010) (“Not all of the DuPont factors are relevant to every case, and only factors of significance to the particular mark need be considered.”)); ProMark Brands Inc. v. GFA Brands, Inc., 114 USPQ2d 1232, 1242 (TTAB 2015) (“While we have considered each factor for which we have evidence, we focus our analysis on those factors we find to be relevant.”). Varying weights may be assigned to each DuPont factor depending on the evidence presented. See Citigroup Inc. v. Capital City Bank Grp. Inc., 637 F.3d 1344, 98 USPQ2d 1253, 1261 (Fed. Cir. 2011); In re Shell Oil Co., 992 F.2d 1204, 26 USPQ2d 1687, 1688 (Fed. Cir. 1993) (“the various evidentiary factors may play more or less weighty roles in any particular 4 13-15 TTABVUE. Serial No. 87626859 - 4 - determination”). Two key considerations are the similarities between the marks and the similarities between the goods and services. See In re i.am.symbolic, LLC, 866 F.3d 1315, 123 USPQ2d 1744, 1747 (Fed. Cir. 2017) (quoting Herbko Int’l, Inc. v. Kappa Books, Inc., 308 F.3d 1156, 64 USPQ2d 1375 (Fed. Cir. 2002) (“The likelihood of confusion analysis considers all DuPont factors for which there is record evidence but ‘may focus … on dispositive factors, such as similarity of the marks and relatedness of the goods.’”)); Federated Foods, Inc. v. Fort Howard Paper Co., 544 F.2d 1098, 192 USPQ 24, 29 (CCPA 1976) (the “fundamental inquiry mandated by § 2(d) goes to the cumulative effect of differences in the essential characteristics of the goods and differences in the marks.”). A. Similarity of the Marks Under the first DuPont factor, we determine the similarity or dissimilarity of Applicant’s and Registrant’s marks in their entireties, taking into account their appearance, sound, connotation and commercial impression. DuPont, 177 USPQ at 567; Stone Lion Capital Partners, LP v. Lion Capital LLP, 746 F.3d 1317, 110 USPQ2d 1157, 1160 (Fed. Cir. 2014); Palm Bay Imps., Inc. v. Veuve Clicquot Ponsardin Maison Fondee En 1772, 396 F.3d 1369, 73 USPQ2d 1689, 1692 (Fed. Cir. 2005). “Similarity in any one of these elements may be sufficient to find the marks confusingly similar.” In re Davia, 110 USPQ2d 1810, 1812 (TTAB 2014). In this case, the marks are similar in all respects. As the Examining Attorney points out, ACCORA and ACORA differ only by the repeated letter “C”, which makes little difference in their appearance and no difference at all in their sound.5 Since 5 Examining Attorney’s brief, 17 TTABVUE 3. Serial No. 87626859 - 5 - neither word mark has a defined dictionary meaning,6 both are fanciful, conveying the same or similar connotation and commercial impression. In short, the marks are highly similar. Applicant does not dispute this. The first DuPont factor weighs in favor of finding a likelihood of confusion. B. Relatedness of the Goods and Services Even though Applicant does not dispute the similarity of the marks, it argues that the “nature of the goods or services” are sufficiently dissimilar under the second DuPont factor to avoid likely confusion. DuPont, 177 USPQ at 567. Applicant argues that the cited Registration generally describes the design, development, and rental of computer hardware and software—i.e., traditional information technology services that are not specific to any industry.7 The Application, on the other hand, identifies a narrower range of goods and services: computer programs specifically related to the sale of pharmaceuticals, medicines and medical devices, and the temporary use of non-downloadable computer programs performing the same specific healthcare- related functions. Applicant argues that the Registration should not be read so broadly that it encompasses the Application’s specified healthcare-related functions: Just as “computer software” and “computer programs” are no longer acceptable descriptions in an application, services such as “design and development of computer software” and “rental of computer software” should be recognized as limited services that do not encompass all software. The Examiner’s logic would mean that any registration covering software design services should block any application covering any type of software at all, ranging from software to control airplanes, to software to manage inventory at a pet store, to software to create animation for 6 Merriam-Webster.com 5/16/2018, June 1, 2018 Office Action at 13-14. 7 Applicant’s brief, 4 TTABVUE 10. Serial No. 87626859 - 6 - movies.8 In support of this position, Applicant quotes Electronic Data Systems Corp. v. EDSA Micro Corp., 23 USPQ2d 1460, 1463 (TTAB 1992), for the proposition that “[g]iven the ubiquitous use of computers in all aspects of business in the United States today, this Board and its reviewing Court have rejected the view that a relationship exists between goods and services simply because each involves the use of computers.”9 Applicant also relies on several nonprecedential Board decisions for the proposition that a registration’s broadly described software design services do not encompass all software programs bearing the same or highly similar mark.10 8 Applicant’s brief, 4 TTABVUE 11. 9 Applicant’s brief, 4 TTABVUE 9 (also citing M2 Software, Inc. v. M2 Commc’ns., Inc., 450 F.3d 1378, 78 USPQ2d 1944, 1948 (Fed. Cir. 2006) (recognizing the “pervasiveness” of software and software-related goods in society). 10 In re STMicroelectronics NV, 2010 WL 985344, *2 (TTAB 2010) (nonprecedential decision finding applicant’s FLEXILOGICi for “computer hardware and software for noise reduction, spatial and strength processing, temporal tracking and gesture recognition of touch input devices” not likely to be confused with registrant’s FLEXILOGIC for “computer software design for others”; “Notwithstanding registrant’s broad recitation of software services, without some evidence demonstrating a commercial relationship, we cannot presume that all software design services are related to any and all computer software and hardware in International Class 9, irrespective of the wording of the latter identification of goods.”) quoted in In re Telco Sols., Inc., 2013 WL 4635989, *5 (TTAB 2013) (nonprecedential decision finding applicant’s SAGE for specialized software and software as a service for generating and managing subpoenas, service or warrants, and service of court orders, all for law enforcement purposes, not confusingly similar to registrant’s SAGE for inter alia customized software development and programming; “We have no reason to believe there will be a commonality in the channels of trade or classes of purchase[r]s. We are not willing to presume that Applicant’s Software, which is highly specialized and restricted to a specific industry, narrowly defined as law enforcement, are in any way related to registrant’s broad recitation of customized software development and programming.”); see also In re Docusys, Inc., 2004 WL 1427391, * 6 (TTAB 2004) (nonprecedential decision finding applicant’s DOCUVIEW for medical system software for real time imaging and tracking patients and patient information, drug administration information, surgical procedure status information and other medical information not confusingly similar to registrant’s identical mark, DOCUVIEW, for “computer programs for document management and production”; “Applicant’s software, as identified in the application, does not involve the management and production of ‘documents’ as that term is used and understood in the context of ‘document management’ software.”). Serial No. 87626859 - 7 - As in those cases, Applicant contends, the Examining Attorney’s refusal to register the applied-for ACCORA mark is predicated on an overbroad reading of Registrant’s services that would impermissibly encompass anything computer-related.11 According to Applicant, “when the Examiner construed the services in the cited registration so broadly, she did not take into account the marketplace realities that will serve to prevent confusion between the marks.” Registrant’s services are traditional information technology (“IT”) services, not specific to any industry, Applicant maintains.12 Indeed, Registrant’s website describes Registrant as an “[a]ward winning IT managed services and business software partner, which helps businesses implement MICROSOFT software.”13 Services of this sort are typically directed to IT professionals, Applicant states, not to the pharmacy or other healthcare professionals who would use Applicant’s programs.14 Applicant concludes that it offers goods and services that are dissimilar to Registrant’s. We disagree. The issue is not whether purchasers would confuse the Applicant’s and Registrant’s goods and services, but rather “whether ‘the consuming public may perceive [the respective goods or services] as related enough to cause confusion about the source or origin of the goods and services.’” In re St. Helena Hosp., 774 F.3d 747, 113 USPQ2d 1082, 1086 (Fed. Cir. 2014) (quoting Hewlett-Packard Co. v. Packard Press Inc., 281 F.3d 1261, 62 USPQ2d 1001, 1004 (Fed. Cir. 2002)). “[L]ikelihood of 11 Applicant’s brief, 4 TTABVUE 13. 12 Applicant’s brief, 4 TTABVUE 10, 22. 13 Applicant’s brief, 4 TTABVUE 10, citing May 7, 2018 Response to Office Action, TSDR at 10-11. 14 Applicant’s brief, 4 TTABVUE 22. Serial No. 87626859 - 8 - confusion can be found ‘if the respective [goods and services] are related in some manner and/or if the circumstances surrounding their marketing are such that they could give rise to the mistaken belief that they emanate from the same source.’” Coach Servs. Inc. v. Triumph Learning LLC, 668 F.3d 1356, 101 USPQ2d 1713, 1722 (Fed. Cir. 2012). While there is no rule that all computer goods and services are per se related,15 we nonetheless find that Applicant’s goods and services are related to Registrant’s services in significant ways that would contribute to a likelihood of confusion among potential purchasers. The comparison is based on the identifications in the Application and Registration. See Stone Lion Capital Partners, LP v. Lion Capital LLP, 746 F.3d 1317, 110 USPQ2d 1157, 1162 (Fed. Cir. 2014); Octocom Sys., Inc. v. Houston Comp. Servs. Inc., 918 F.2d 937, 16 USPQ2d 1783, 1787 (Fed. Cir. 1990). First, we compare Registrant’s and Applicant’s Class 42 services. Registrant’s pertinent services are the “design and development of computer hardware and software” and “rental of computer hardware and software.” Applicant’s identified services are “providing temporary use of non-downloadable computer programs” related to healthcare records and the sale of pharmaceuticals, medicines and medical devices. We find that Registrant’s service of renting computer software is legally identical to Applicant’s narrower recited service that involves providing temporary use of non-downloadable computer programs in the healthcare field. “Computer programs” and “software” are synonymous. “‘Software’ is defined as ‘the programs 15 Info. Res. Inc. v. X*Press Info. Servs., 6 USPQ2d 1034, 1038 (TTAB 1988); see also Trademark Manual of Examining Procedure (TMEP) § 1207.01(a)(iv) (Oct. 2018). Serial No. 87626859 - 9 - used to direct the operation of a computer….’” Mass. Inst. of Tech. v. Abacus Software, 462 F.3d 1344, 80 USPQ2d 1225, 1233 n.7 (Fed. Cir. 2006) (quoting the RANDOM HOUSE WEBSTER’S UNABRIDGED DICTIONARY). The Trademark Manual of Examining Procedure uses the two terms interchangeably. See TMEP § 1402.03(d) (Oct. 2018). To “rent” is “to grant temporary occupancy or use of (one’s property or service) in return for regular payments,”16 as in “We rented our friends’ cottage for the month of August.”17 Providing temporary use of non-downloadable software, known as Software as a Service (SaaS), “describes when users rent or borrow online software instead of actually purchasing and installing it on their computers.”18 The respective services are thus functionally identical: renting and providing temporary use of computer software programs that are installed on the user’s computer or accessed remotely. Registrant’s identification of “rental of computer hardware and software” services expressly excludes “services in this class related to tailored parking solutions and parking management,” but contains no other restriction or limitation. Therefore we must presume that Registrant’s services encompass all other computer programs, “including those which may be intended for the medical field.” In re N.A.D., Inc., 57 16 AHDictionary.com 1/7/2020. “The Board may take judicial notice of dictionary definitions, including online dictionaries that exist in printed form or regular fixed editions. Univ. of Notre Dame du Lac v. J.C. Gourmet Food Imp. Co., 213 USPQ 594 (TTAB 1982), aff’d, 703 F.2d 1372, 217 USPQ 505 (Fed. Cir. 1983); In re Red Bull GmbH, 78 USPQ2d 1375, 1377 (TTAB 2006).” M/S R.M. Dhariwal (HUF) 100% EOU v. Zarda King Ltd. & Global Tech. & Trade Marks Ltd., 2019 USPQ2d 149090, *1 n.2 (TTAB 2019). 17 Merriam-Webster.com 1/7/2020. 18 Lifewire.com 1/22/2019, 14 TTABVUE 4, 56-57. See generally TMEP § 1402.11(a)(xii) (non- downloadable computer software). Serial No. 87626859 - 10 - USPQ2d 1872, 1874 (TTAB 2000). This is consistent with the principle that when a registration describes services broadly, and contains no limitation as to their nature or type, it is presumed that the registration encompasses all services of the type described. In re Country Oven, Inc., 2019 USPQ2d 443903, *4 (TTAB 2019); In re Linkvest S.A., 24 USPQ2d 1716 (TTAB 1992) (registrant’s broadly identified computer programs encompass all computer programs including the more specific computer programs of applicant). Linkvest is still good law, notwithstanding the Office’s more stringent current requirements for identifying computer programs. TMEP § 1402.03(d). As Applicant admits, “the Trademark Office’s practice is to require no level of specificity whatsoever for software-related services such as ‘software design and development,’ ‘computer programming,’ and ‘rental of software.”19 If Applicant believes that Registrant’s scope of protection is overbroad, it is not without remedies. As the Board stated in N.A.D.: Applicant may, of course, seek a consent from the owner of the cited registrations, or applicant may seek a restriction under Section 18 of the Trademark Act, 15 USC § 1068. This remedy is available for those who believe that a restriction in the cited registration(s) may serve to avoid a likelihood of confusion. In re N.A.D., 57 USPQ2d at 1874 (citing Eurostar Inc. v. “Euro-Star” Reitmoden GmbH & Co. KG, 34 USPQ2d 1266 (TTAB 1994)). See also In re Solid State Design Inc., 125 USPQ2d 1409, 1410 (TTAB 2018). We cannot read limitations into the identification. In re i.am.symbolic, 123 USPQ2d at 1748. And we cannot restrict an identification based on extrinsic evidence. “In innumerable cases, the Board hears arguments about how the parties’ 19 Applicant’s reply brief, 18 TTABVUE 4-5. Serial No. 87626859 - 11 - actual goods, services, customers, trade channels, and conditions of sale are narrower or different from the goods and services identified in the applications and registrations. But as stated in equally innumerable decisions of our primary reviewing court, we may consider any such restrictions only if they are included in the identification of goods or services.” In re FCA US LLC, 126 USPQ2d 1214, 1217 n.18 (TTAB 2018), aff’d, 778 Fed. Appx. 962 (Fed. Cir. 2019).20 Nor can we grant relief under Section 18 sua sponte. In re Cook Med. Techs., 105 USPQ2d 1377, 1384 n.6 (TTAB 2012). Yet Applicant would have us effectively grant that relief, essentially excluding from Registrant’s recitation software services in the field of healthcare, pharmaceuticals, medicines, and medical devices. For these reasons, we find that Registrant’s and Applicant’s services are overlapping and legally identical. For much the same reasons, we find that Applicant’s Class 9 goods are related to Registrant’s Class 42 services. Applicant’s Class 9 goods are the same healthcare-related computer programs it would provide in temporary non-downloadable format in its Class 42 services. Potential purchasers would be presented with three options: renting computer software that is 20 Applicant relies on In re Trackmobile, Inc., 15 USPQ2d 1152, 1153 (TTAB 1990) as a basis for considering evidence of Registrant’s market practices. Reply brief, 18 TTABVUE 5. But that reliance is misplaced, as the identification of services in the cited Registration is not so unclear or technical as to warrant reliance on extrinsic evidence. See In re Iolo Techs., LLC, 95 USPQ2d 1498, 1500 n.3 (TTAB 2010) (“Nor do we find the recitation of services in the cited registration to be so vague as to require clarification.”). In any event, Trackmobile looked to extrinsic evidence to determine the meaning of the identified goods in the relevant trade, not to limit the goods of the applicant or the registrant to those it actually sold. Trackmobile, 15 USPQ2d at 1153 (“The real dispute in this case concerns the relationship between applicant’s goods as described in its application (mobile railcar movers) and registrant’s goods as described in the registration (light railway motor tractors).”). Thus Trackmobile did not limit the goods described in the application or the registration; it merely gave industry-relevant meaning to that description. In this case, while the Registrant’s services are broad, there is no genuine dispute as to their meaning. Serial No. 87626859 - 12 - downloadable (Registrant’s Class 42 services), temporarily using computer software that is non-downloadable (Applicant’s Class 42 services, encompassed by Registrant’s Class 42 rental of software, which could be either downloadable or non- downloadable), or purchasing the computer software (Applicant’s Class 9 goods). These three options are simply different conduits offering the same type of technology. Cf. In re Mr. Recipe, LLC, 118 USPQ2d 1084, 1093 (TTAB 2016) (quoting In re St. Helena Hospital, 113 USPQ2d at 1087: hard copies and streaming over the Internet are simply different conduits for the same content, “generally recognized as having a common source of origin”). Given the virtually identical marks, ACCORA and ACORA, purchasers are likely to believe that the options are simply different lines emanating from the same source, or from affiliated sources. See In re Hitachi High-Technologies Corp., 109 USPQ2d 1769, 1774 (TTAB 2014) (“[C]areful purchasers who do notice the difference in the marks will not necessarily conclude that there are different sources for the goods, but will see the marks as variations of each other, pointing to a single source.”). As the Board has stated, “It may be appropriate at this point to note, as has been observed by one commentator, that the statutory concept of ‘likelihood of confusion’ denotes any type of confusion, including not only source confusion but also ‘confusion of affiliation; confusion of connection; or confusion of sponsorship.’” In re Nat’l Novice Hockey League, Inc., 222 USPQ 638, 641 n.7 (TTAB 1984) (quoting J.T. McCarthy, MCCARTHY ON TRADEMARKS AND UNFAIR COMPETITION § 24.3.B). Beyond comparing the identifications in the Application and Registration, the Examining Attorneys adduced third party evidence to show the relatedness of the Serial No. 87626859 - 13 - respective goods and services. The December 21, 2017 and June 1, 2018 Office Actions contain 16 use-based third party Principal Register registrations identifying the design or rental of computer software in Class 42 and software goods in Class 9 under single marks.21 Third-party registrations of this sort have probative value to the extent that they serve to suggest that the listed goods and services are of a type that may emanate from the same source. In re Albert Trostel & Sons Co., 29 USPQ2d 1783, 1785-86 (TTAB 1993); In re Mucky Duck Mustard Co., 6 USPQ2d 1467, 1470 n.6 (TTAB 1988), aff’d per curiam, 864 F.2d 149 (Fed. Cir. 1988). These Office Actions also contained Internet evidence of six companies—Microsoft, Adobe, Autodesk, Kanda Software, T/DG, and Amazon—offering both software goods and also software design, development, or rental services under their respective marks.22 See Hewlett- Packard v. Packard Press, 62 USPQ2d at 1004 (evidence that “a single company sells the goods and services of both parties, if presented, is relevant to the relatedness analysis”). Applicant argues that: Third party registrations can have some limited probative value as to the relatedness of goods/services, to the extent they may show that certain goods and services can emanate from the same source. However, the third party registrations must include both the goods/services in the application at issue and the goods/services in the cited registration. See In re The W.W. Henry Co., 21 E.g., Reg. No. 5206983 for WIZY; No. 4939401 for ENTRATA; No. 5348490 for HEWLETT PACKARD ENTERPRISE; Dec. 21, 2017 Office Action at 13-51. E.g., Reg. No. 4662968 for CLOUDMONKEY; No. 5238140 for SNOW CLOUD; No. 5269280 for PIPKINS; June 1, 2018 Office Action at 50-77. 22 Microsoft.com 12/21/2017, NYTimes.com 12/21/2017, Autodesk.com 12/21/2017, Dec. 21, 2017 Office Action at 52-72. KandaSoft.com 5/17/2018, TheDigitalGroup.com 5/17/2018, Amazon.com 5/17/2018, June 1, 2018 Office Action at 15-38. Serial No. 87626859 - 14 - L.P., 82 U.S.P.Q.2d 1213, 1215 (TTAB 2007)….23 In this case, however, Applicant argues that, apart from two registrations, “none of the other third party registrations relied on by the Examiner cover computer programs that are related to healthcare or the sale of pharmaceuticals, medicines, or medical devices.”24 To illustrate: 25 23 Applicant’s brief, 4 TTABVUE 15. 24 Id. 25 Applicant’s brief, 4 TTABVUE 16. (The second registration in the table is No. 4939401.) Serial No. 87626859 - 15 - Although two of the third-party registrations identified software for use in the medical field, Applicant suggests that neither one should be afforded any probative value. Concerning the first registration, No. 5404618, Applicant argues: While this third party registration covers software having similar functions as [Applicant’s] Programs, it does not cover the general software- related services in the cited registration. Instead, the only software development services listed in this third party registration are specifically limited to the healthcare field, as follows: “software development in the fields of healthcare, therapeutics, pharmaceuticals, and nutritional supplements.” Therefore, this third party registration is distinguishable from the cited registration. It does not cover both software of the type covered by the Application and the broad software services in the cited registration, as required to be deemed probative evidence.26 As for the second registration, No. 5182384, Applicant urges that the specific medical software covered by this third party registration is for managing transplantation proceedings with respect to biological material. Such software is quite different in nature and purpose from Walgreens’ Programs and it would be directed to different purchasers in the medical field. Therefore, this second registration should not be afforded any probative value, either.27 Similarly, Applicant contends, the third party websites on which the Examining Attorney relies do not show that companies offering software design and rental services of the sort covered by the Registration also offer goods or services related to Applicant’s programs—or even related to healthcare, for that matter—as illustrated by this table: 26 Applicant’s brief, 4 TTABVUE 20. 27 Applicant’s brief, 4 TTABVUE 20-21. Serial No. 87626859 - 16 - 28 The Examining Attorney sought and obtained a suspension of the appeal and a remand of the application so that she could supplement the record with more third party evidence, such as eight third party marks registered for use in connection with pharmaceutical or health records software and software design and rental services. For example: Registration No. Pertinent Goods and Services 4370762 Cl. 9 Computer software for processing and tracking pharmaceutical prescription orders, … storing clinical data that features patient medical and dental histories, patient medications, lab results; Cl. 42 Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; computer programming and software 28 Applicant’s brief, 4 TTABVUE 19. Serial No. 87626859 - 17 - design; providing an interactive website featuring non- downloadable software for processing and tracking pharmaceutical prescription orders, laboratory requests; 4764953 Cl. 9 Computer software for monitoring, collecting and transmitting patient data; Cl. 42 Providing a cloud computing network featuring software for use in monitoring, collecting and transmitting patient data; 4757400 Cl. 9 Computer software for data collection, management, publishing and exchange in the fields of healthcare, … skilled nursing, quality assurance…pharmacies and enterprise platforms; Cl. 42 Software and computer system design; providing a website featuring on-line non-downloadable software tools for data collection, management, publishing and exchange in the fields of healthcare, … skilled nursing, quality assurance …, pharmacies and enterprise platforms; 5266951 Cl. 9 Downloadable software and mobile applications for accessing data from an internet website portal featuring laboratory blood test results analyzing individual patient biomarkers; Downloadable software and mobile applications managing individual patient data, patient information, health claims data and patient profiles…; Cl. 42 Application service provider (ASP) featuring software for use in the field of managing individual patient data, patient information, health claims data and patient profiles, for analyzing individual health data, health information and health claims data…; Mobile and web app design and development; 5588678 Cl. 9 Medical and healthcare related software, namely, electronic medical records software…; Cl. 42 Software IT services and support for medical and healthcare related software, namely, software development,… software implementation; 29 The Examining Attorney also introduced Internet evidence showing five entities that produce pharmaceutical or health records software and offer software design 29 14 TTABVUE 66-88. Serial No. 87626859 - 18 - services—e.g., Bahria Enterprise Systems & Technologies Limited, Dromos, and McKesson—30 and showing that Software as a System (SaaS) may be offered via rental.31 Applicant, in its reply brief, does not respond specifically to this supplemental third party evidence, but maintains its position that the Registration should not be afforded such broad, far-reaching scope, and should be limited based on Applicant’s extrinsic evidence of Registrant’s current practices in the marketplace.32 “Until the Trademark Office begins requiring that software-related services be further specified, it is equitable and justifiable for the Board to consider the probative evidence of the type submitted by [Applicant] in this case,” it concludes.33 Even though there is no rule that all computer goods and services are per se related, we find that the respective goods and services identified in this case, unlike the nonprecedential cases on which Applicant relies, are overlapping, legally identical, and otherwise related in ways that would contribute to purchaser confusion as to source, affiliation, or sponsorship, given the similarity of the marks. We decline to limit Registrant’s identification of services sua sponte based on extrinsic evidence in this ex parte proceeding. Although this conclusion is supported by the respective identifications of goods and services standing alone, it is corroborated by the third party evidence, which shows how Applicant’s service of providing temporary use of 30 Best-bf.com 1/22/2019, MeetDromosPTM.com, 1/22/2019, McKesson.com 1/22/2019, 14 TTABVUE 7-36. 31 Lifewire.com 1/22/2019, 14 TTABVUE 4, 56-57. 32 Applicant’s reply brief, 18 TTABVUE 4-7. 33 Applicant’s reply brief, 18 TTABVUE 5. Serial No. 87626859 - 19 - non-downloadable computer programs can be and is commonly provided via rental, and how Applicant’s sort of computer goods can be and are commonly provided by entities that design computer software. In sum, the second DuPont factor weighs in favor of a likelihood of confusion. C. Similarity of Channels of Trade and Classes of Purchasers The third DuPont factor concerns the similarity or dissimilarity of established, likely-to-continue trade channels and classes of purchasers. DuPont, 177 USPQ at 567. Although the application is based on intent to use, Applicant argues that the respective goods and services will be directed to different purchasers through distinct channels of trade. “[Applicant’s] Programs will be directed to professionals in the pharmacy and/or healthcare fields who are responsible for the tasks the programs offer, such as maintaining medical records, managing prescription data, providing pharmacy services, ensuring pharmaceutical compliance, evaluating drug use, and the like,” Applicant contends. “In contrast, the Registrant’s generalized software-related services are likely directed to employees at businesses working in the area of IT.”34 “[M]ost purchasers of computer programs will never purchase software design services, just as most bicycle purchasers will never purchase bicycle design services,” Applicant states.35 “Even if both companies offered their respective goods/services to the healthcare industry,” Applicant concludes, “they would market and sell their respective goods/services in different ways, for different purposes, under different 34 Applicant’s brief, 4 TTABVUE 22. 35 Applicant’s brief, 4 TTABVUE 14. Serial No. 87626859 - 20 - conditions, to different sets of purchasers, thereby avoiding any likelihood of confusion.”36 But as we have found, Applicant’s services of providing temporary use of non- downloadable computer programs are legally identical to Registrant’s rental of computer software, so these respective Class 42 services are “presumed to travel in the same channels of trade to the same class of purchasers.” See In re Viterra Inc., 671 F.3d 1358, 101 USPQ2d 1905, 1908 (Fed. Cir. 2012) (quoting Hewlett-Packard v. Packard Press, 62 USPQ2d at 1005); see also In re N.A.D., 57 USPQ2d at 1874. And Applicant’s Class 9 goods are the same healthcare-related computer programs it would provide in temporary non-downloadable format, so these programs would tend to travel in the same channels of trade as well, and be offered as an optional format to the same class of potential purchasers. Furthermore, as the third party evidence indicates, the same entities commonly offer medical and pharmaceutical software as well as software design and development services via the same channels of trade to some of the same prospective purchasers. These prospective purchasers—hospitals, pharmacies, and other healthcare entities—are, by their very nature, institutional, not individual, so Applicant’s analogy to individual bicycle purchasers is not well taken. As Applicant states, its computer programs and Registrant’s services will be directed to professional buyers.37 Moreover, if, as Applicant posits, both Applicant and Registrant offered their respective goods and services to these healthcare institutions, the professional buyers evaluating the goods and services would no 36 Applicant’s brief, 4 TTABVUE 22. 37 Applicant’s brief, 4 TTABVUE 23. Serial No. 87626859 - 21 - doubt include physicians, pharmacists, and information technology specialists, as well as purchasing agents. See In re Cook Med. Techs., 105 USPQ2d at 1381 (“Because the goods are medical devices, the goods are presumed to be sold through medical supply distributors, and the purchasers for such goods would include physicians and purchasing agents for medical facilities such as hospitals and clinics.”). The similarities in trade channels and classes of purchasers weigh in favor of a finding of likelihood of confusion. D. Care and Sophistication of Purchasers Under the fourth DuPont factor, we consider “[t]he conditions under which and buyers to whom sales are made, i.e., ‘impulse’ vs. careful, sophisticated purchasing.” DuPont, 177 USPQ at 567. As noted above, Applicant contends that its computer programs and Registrant’s services will be directed to professional buyers:38 It cannot be disputed that [Applicant’s] highly specialized medical software will be directed to sophisticated, knowledgeable professionals in healthcare or pharmacy settings. As discussed above, purchasers in the medical field and purchasers of software and software services typically exercise a great deal of care in selecting goods and services. Therefore, the similarity between the applied-for mark and the registered mark is not as significant as it would be if the marks were used for inexpensive, over-the-counter items likely to be verbally requested in retail stores.39 Given the nature of the respective goods and services, we acknowledge that many prospective purchasers are likely to be sophisticated, knowledgeable professionals who will exercise due care and deliberation in making their purchases. See generally 38 Applicant’s brief, 4 TTABVUE 23. 39 Applicant’s reply brief, 18 TTABVUE 4. Serial No. 87626859 - 22 - Elec. Design & Sales, Inc. v. Elec. Data Sys. Corp., 954 F.2d 713, 21 USPQ2d 1388, 1392 (Fed. Cir. 1992) (“Just from the record description of goods and services here one would expect that nearly all of opposer’s and applicant’s purchasers would be highly sophisticated.”); Edwards Lifesciences Corp. v. VigiLanz Corp., 94 USPQ2d 1399, 1413 (TTAB 2010) (“opposer’s heart monitors and applicant’s computer system [monitoring for adverse drug effects] are purchased and licensed only after careful consideration by persons who are highly knowledgeable about the products.”). Although the purchase of Applicant’s and Registrant’s goods may involve thoughtful decision-making, “[i]t is settled, however, that even sophisticated purchasers are not immune from source confusion, especially in cases such as the instant one involving similar marks and closely related goods [and services].” In re Cook Med. Techs., 105 USPQ2d at 1383; see also In re Linkvest S.A., 24 USPQ2d at 1716 (agreeing that “[e]xpertise in a particular field does not necessarily endow one with expertise in connection with the use of a trademark....”). Moreover, “[t]hat the relevant class of buyers may exercise care does not necessarily impose on that class the responsibility of distinguishing between similar trademarks for similar goods. ‘Human memories even of discriminating purchasers ... are not infallible.’” In re Research Trading Corp., 793 F.2d 1276, 230 USPQ 49, 50 (Fed. Cir. 1986) (quoting Carlisle Chem. Works, Inc. v. Hardman & Holden Ltd., 434 F.2d 1403, 168 USPQ 110, 112 (CCPA 1970)). Here, even if prospective purchasers are sophisticated, they could still encounter the ACCORA and ACORA marks at different times, in different settings; and the respective goods and services offered under those marks would be legally identical in Serial No. 87626859 - 23 - part and otherwise related, leading them to mistakenly infer that they emanate from the same source, or from affiliated sources. See In re N.A.D., 57 USPQ2d at 1874 (“Purchasers, even sophisticated purchasers, aware of registrant’s SATURN software (presumed to be in the same field), who then encounter applicant's SATURN INFORMATION SYSTEM software are likely to believe that these goods come from the same source.”). So while the sophistication and care of prospective purchasers may weigh slightly against confusion, that is insufficient to overcome the likely confusion resulting from the strong similarity of the marks and relatedness of the goods and services. See In re Integrated Embedded, 120 USPQ2d 1504, 1516 (TTAB 2016) (“In this case, the legal identity or similarity of the services and similarity of the marks outweigh any sophisticated purchasing decision.”). The fourth DuPont factor thus weighs slightly against the likelihood of confusion. II. Conclusion Based on the similarity of the marks, as well as the relatedness of the goods and services, and the overlapping trade channels and classes of purchasers, we find confusion likely under Section 2(d). Even if purchaser sophistication and care weighs slightly against confusion, balancing the relevant factors overall, this is insufficient to overcome the likelihood of confusion. Decision: The refusal to register Applicant’s proposed mark is affirmed as to both International Classes. Copy with citationCopy as parenthetical citation