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Re: [PP-DIALOG] Additional Suggested Revisions to IEEE-SA Patent Policy



Dan, thanks for your reply.  Just as a point of information, participants in past IPR discussions at the IEEE will recall the extensive use of the PP-Dialog list-serve to discuss proposed changes to the IEEE-SA Bylaws and Operations Manual in the 2005-2007 time period.  Speaking as an active participant in that process, I know that I found it to be a very helpful tool to understand different perspectives.  I know that was also true of the membership of PatCom at the time.  While this is IEEE-SA’s call, not mine, I would therefore encourage you and other participants in the current discussion of potential revisions to make use of the PP-Dialog list-serve to share your perspectives.

 

More generally, I wanted to note and respond to your comment regarding what you characterize as

 

the danger inherent in a lack of open discussion in bodies discussing revisions to IPR Policies”

 

While you don’t quite come out and say this, it appears that you believe the current discussion of potential revisions to the IEEE-SA IPR policy has been characterized by a “lack of open discussion”.  If that is what you are saying, I wanted to note my disagreement.  Different standards development organizations are entitled to reach different conclusions regarding the content of their IPR policies.  It is equally true that different standards development organizations can choose different ways of structuring the discussion of whether and how to change their IPR policies. 

 

Some organizations have chosen to structure the discussion through frequent meetings that (at their best) become open drafting sessions, but sometimes become a forum for the recitation of now-familiar positions.  PatCom has chosen a different process.  PatCom proposed a text, invited several rounds of specific text suggestions from your company, my company, and other participants, and has responded to each comment it received in detail.  In addition, PatCom been open to other comments from stakeholders, both at the PatCom meetings and through the PP-Dialog list serve.  I’m sure that, as was true in earlier discussions of revisions, the membership of PatCom is listening to your observations and suggested edits, which does not mean that individual members of PatCom will agree with all of them (as they have declined a number of my suggestions, and will undoubtedly do so again).

 

I’m struggling to see how the process thus far suggests a “lack of open discussion”. I look forward to your enlightening me on that question, and (I’m sure) on many others as well.  If you would be so kind as to do so using PP-Dialog, others can understand your views in advance of the next meeting.

 

I look forward to seeing you in Piscataway later this month.

 

Best regards,

 

Gil Ohana   

 

From: Hermele, Dan [mailto:dhermele@xxxxxxxxxxxxxxxx]
Sent: Thursday, March 06, 2014 10:54 AM
To: PP-DIALOG@xxxxxxxxxxxxxxxxx
Subject: Re: [PP-DIALOG] Additional Suggested Revisions to IEEE-SA Patent Policy

 

Colleagues,

 

We would like to know if PatCom is open to and is going to process additional late comments.

 

Additionally, we would like to respond to Gil’s earlier comments on our suggestion number 13 in the formal commenting process which we read with interest.  We have not seen the PP-DIALOG email list used before to respond to comments included in the spreadsheet based commenting procedure of PatCom.  We would be happy to discuss our safe harbour proposal and Gil’s comments further in the PatCom meeting in March and request that this item be specifically added to the agenda to enable a full and open discussion on the subject.  

 

Notably, the points Gil raises have been discussed at length in other fora such as ETSI and ITU where the Balanced Safe Harbour Approach has been developed over many months.  That development process was possible because those fora use open processes for discussion and development of potential changes to IPR Policies.  Gil’s comments mischaracterise the Balanced Safe Harbour Approach in several ways that we will be happy to explain in the open discussion we recommend in the upcoming PatCom meeting, or by e-mail if necessary. 

 

As many of the people who have attended recent PatCom meetings know, the open discussions on injunctions in these other fora have for the past year centered on two proposals:  the Balanced Safe Harbour Approach (“BSHA”) and a proposal its proponents have called “Proposed Exceptions to General Rule Prohibiting Injunctions” (the “Rule Prohibiting Injunctions”).  Neither approach has yet to gain consensus, although the BSHA has consistently enjoyed more support than the Rule Prohibiting Injunctions.  In addition, proponents of the BSHA have made substantial modifications to the proposal over time in response to comments and criticisms from other participants.  Proponents of the Rule Prohibiting Injunctions, in contrast, have not made serious efforts to address the key concerns raised by others about that proposal; and, thus, the proposal has remained largely unchanged over the past year.

 

The proposed revision to the IEEE Patent Policy to which our suggestion 13 was addressed is, in essence, the Rule Prohibiting Injunctions.  Again, as many of us know, that proposal has been subject to substantial criticism as being unbalanced and enabling misconduct by potential licensees.  For example, the proposal essentially prohibits injunctions when a potential licensee is flatly refusing to negotiate and is exploiting inefficiencies in the litigation system to gain an unfair competitive advantage over companies that respect the IPR rights of others.  The proposal also notably fails to satisfy criteria set out in the Speaking Points delivered by the European Commission in the ITU and in ETSI which call for a safe harbour from injunctions for a willing licensee who commits to accept adjudication of F/RAND terms and conditions by a court or arbitrator.

 

It is surprising that an IEEE committee whose members are charged with acting not in their self-interest or the interest of their employers but rather in the interest of IEEE and the public welfare would make such a flawed proposal.  Such a result highlights the danger inherent in a lack of open discussion in bodies discussing revisions to IPR Policies.

 

With respect to the specific comments regarding the BSHA, observers who have participated in the open discussions held elsewhere will recognize that these issues have largely been raised before and ways to address legitimate concerns are available.  If PatCom seeks to make this mailing list a forum for such discussions we will respond here, and we will also submit our own comments on the proposed draft and others’ proposals with the expectation that proponents of those proposals will similarly respond.  A better approach, we believe, would be to open the ad hoc group to all interested parties.  The many profound disagreements over whether there should be revisions to the IEEE Patent Policy and, if so, what those revisions should be,  are best discussed in an open forum where proposals (including textual proposals) from all interested parties are welcome and discussed and in which efforts are made to achieve consensus.

 

We ask that PatCom reply to the list as to whether it will open the ad hoc or whether the members of PatCom responsible for proposing revisions will respond on this list to comments on the draft changes. 

 

Thanks

Dan

 

Daniel Hermele

Senior Director and Counsel

Qualcomm Technology Licensing

+44(0)7824 567351

From: "Gil Ohana (gilohana)" <gilohana@xxxxxxxxx>
Reply-To: "Gil Ohana (gilohana)" <gilohana@xxxxxxxxx>
Date: Monday, 3 March 2014 19:05
To: "PP-DIALOG@xxxxxxxxxxxxxxxxx" <PP-DIALOG@xxxxxxxxxxxxxxxxx>
Subject: [PP-DIALOG] Additional Suggested Revisions to IEEE-SA Patent Policy

 

I had several additional suggested changes that did not make it in before the December deadline.  I am attaching them in the format used for comments.  Any questions would be welcome.

 

Best Regards,

 

Gil