Case Law[2023] ZAGPPHC 2062South Africa
Oracle International Corporation and Another v Black Oracle Consortium (Pty) Ltd and Others (26133/2020) [2023] ZAGPPHC 2062 (10 October 2023)
High Court of South Africa (Gauteng Division, Pretoria)
10 October 2023
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Oracle International Corporation and Another v Black Oracle Consortium (Pty) Ltd and Others (26133/2020) [2023] ZAGPPHC 2062 (10 October 2023)
Oracle International Corporation and Another v Black Oracle Consortium (Pty) Ltd and Others (26133/2020) [2023] ZAGPPHC 2062 (10 October 2023)
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sino date 10 October 2023
REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG DIVISION,
PRETORIA
CASE NO:26133/2020
1. REPORTABLE: YES
2. OF INTEREST TO
OTHER JUDGES: YES
3. REVISED: NO
10 October 2023
In
the matter between:
ORACLE
INTERNATIONAL CORPORATION
First Applicant
ORACLE
CORPORATION (SOUTH AFRICA) (PTY) LTD
Second Applicant
and
BLACK ORACLE
CONSORTIUM (PTY) LTD
First Respondent
BOUTSHISWE PREDDY
MOTHOPENG MSIELENG
Second Respondent
COMMISSIONER OF THE
COMPANIES
AND INTELLECTUAL
PROPERTY COMMISSION
Third Respondent
ZA CENTRAL REGISTRY
NPC
Fourth Respondent
JUDGMENT
Flatela
J
[1]
This application concerns trade mark
infringement. At issue is whether there has been a trade mark
infringement of the Applicant’s
registered trade mark by the
first and second respondent. The trade mark in issue is the
Applicant’s well known trade mark
name “
ORACLE”
which is registered in terms of
the Trade marks Act 194 of
1993 (the Act)
in respect of goods and services
described in classes 9, 16,41 and 42.
[2]
Oracle
International Corporation (“Oracle International”)
complains that the respondents, Black Oracle Consortium (Pty)
Ltd
(“Black Oracle”), a company incorporated under the
company laws of the Republic of South Africa and its sole director
Boutshiswe
Preddy Mothopeng Msieleng
(“the
Respondents”) infringes their registered trade mark in
terms of section 34(1)(a)
[1]
of
the Act in that the Black Oracle Consortium (PTY) Ltd trade name,
company name and style, and domain name is identical to or
alternatively so closely resembling the Applicant‘s ORACLE
trade mark so as to be likely to deceive or to confuse.
[3]
The Applicant is seeking a final interdict
against the Respondents on the grounds of trade mark infringement,
passing off its trade
mark, and unlawful competition. Furthermore,
the Applicant seeks an order in terms of
section 11(2)
of the
Companies Act No. 71 of 2008
for the First Respondent to change its
company name on the Companies Register as well as a declaratory order
declaring the domain
name “
blackoracle.co.za”
as an abusive registration based on the First Applicant’s well
known ORACLE mark and for it to be transferred to the Applicant.
[4]
The
issue for determination is whether applicant has proven on a balance
of probabilities that the Black Oracle Consortium (Pty)
Ltd trade
name, company name and style, and domain name are identical to or
alternatively so closely resembling the First Applicant
‘s
ORACLE trade mark so as to be likely to deceive or to confuse.
Thus, the issue turns on the application of section 34(1)(a) of the
Act and on section
11(2)
[2]
of the Companies Act No. 71 of 2008 (as amended by Act 3 of 2011).
The
Parties
[5]
The First Applicant is Oracle International
Corporation (“Oracle International”), a corporation
incorporated under the
laws of the State of California with its
registered offices in California, United States of America. The First
Applicant is the
second largest software company by revenue and
market capitalization in the world. It carries on business in the
field of computer
technology and sells database software, technology,
cloud engineering systems and enterprise software.
[6]
The First Applicant is the proprietor of
the “ORACLE” trade mark registered under the Trade marks
Act 194 of 1963. It’s
registered under trade mark numbers
1982/05501-2, 2012 /11162,2012/13283-5 and 2015/18752 and registered
in classes 9, 16,41 and
42.
[7]
The Second Applicant is Oracle Corporation
(South Africa) (Pty) Ltd “Oracle South Africa”), a
company incorporated under
the company laws of the Republic of South
Africa with its registered offices in South Africa. It has Oracle
Nederland B.V a company
incorporated in the Netherlands as its
immediate holding company. The First Applicant is the ultimate parent
of this group of companies.
[8]
The Second Applicant is the First
Applicant’s exclusive licensee in South Africa to use the First
Applicant’s trade
marks including its well-known “Oracle”
trade mark. The Second Applicant is responsible for promoting,
conducting,
and operating the multinational nature of Oracle's
business within the South African trade.
[9]
The First Respondent is Black Oracle
Consortium (Pty) Ltd a company incorporated under the company laws of
the Republic of South
Africa with registered offices in Johannesburg.
The First Respondent is an association of black-owned small and
medium sized Information
Technology (IT) businesses in South Africa.
It is affiliated with the Black IT Forum which will be fully
described hereunder.
[10]
The Second Respondent is
Boutshiswe
Preddy Mothopeng Msieleng, the First Respondent’s sole director
and
chairman. The Second Respondent is also
the chairman of the Black IT Forum.
[11]
For convenience I shall refer to the First
and Second Applicants as “the Applicants” and the First
and Second Respondent
as “the Respondents”.
[12]
The third respondent is the Commissioner of
the Companies and Intellectual Property Commission
(“CIPC”)
situated at the DTI campus, 77 Meintjies street, Sunnyside, Pretoria.
The third respondent is cited as the custodian of South African
Companies Register.
[13]
The fourth respondent is ZA, a Central
Registry and PC, a nonprofit company organized and existing under the
laws of the Republic
of South Africa under registration number
1988/004299/08 with registered address at COZA house, Gazelle Close,
Corporate Park,
Midrand, Gauteng. The fourth respondent is cited as a
custodian of domain names in the.co.za namespace of the internet.
The Applicant’s
trade marks.
[14]
The First Applicant’s trade marks that are subject of
this application are as follows:
a.
Trade mark Registration no.1982/05501
ORACLE
in class 9 in respect of
“Electrical and electronic apparatus, Instruments and
equipment, apparatus, instruments, and equipment
for handling,
storing, processing, retrieving, receiving, and transmitting data,
computers, micro. computers, calculators, word
processors,
microprocessors and visual display apparatus, computer software
included in this class, parts, fittings, and accessories
for all the
foregoing goods.
b.
Trade mark Registration no.1982/05502
ORACLE
in class 42 in respect of
“technical and technological advisory, consultative research
and management services, computer services
including data processing,
data communications, computer programming and computer consultancy
services, including computer bureaux,
sale, design, installation,
implementation and operation of data processing equipment and
systems, including computers, microcomputers,
word processors and
microprocessors.
c.
Trade mark Registration no.1984/03372
ORACLE
in class16 in respect of “paper,
cardboard and goods made from these materials, not included in other
classes, printed matter,
newspapers, newsletters, periodicals, and
books, including manuals and guides for the operation of computerized
database management
systems, stationery, computer software included
in this class.
d.
Trade mark Registration no.2012/1162
ORACLE
in class 41 in respect of
“education, providing of training, entertainment, including
entertainment services in the nature
of sailboat racing and
exhibitions, sporting and cultural activities.
e.
Trade mark Registration no.2012/13283
ORACLE
in class 9 in respect of
“scientific, nautical, surveying, photographic,
cinematographic, optical, weighing, measuring, signaling,
checking
(supervision), life-saving and teaching apparatus and instruments,
apparatus and instruments for conducting, switching,
transforming,
accumulating, regulating, or controlling electricity, apparatus for
recording, transmission or reproduction of sound
or images, magnetic
data carriers, recording discs, automatic vending machines and
mechanism for coin operated apparatus, cash
registers, calculating
machines, data processing; equipment and computers, computers,
computer hardware, computer peripherals,
computer data storage
devices, computer data storage systems, tape drives, flash drives,
disk drives, optical drives, data storage
media, data storage tape,
data storage disks, disk subsystems, Integrated computer hardware and
software systems, computer hardware
with preinstalled software,
computer servers, computer network devices, data communications
devices, computer processors and memory,
microprocessors, central
processing units, circuits boards and integrated circuits, a full
line of computer software to manage,
analyze, retrieve, monitor,
maintain, report on, structure, model, forecast, present and display
data and information from computer
databases, applications, and the
internet, and for the development, analysis, management, integration,
deployment, virtualization
and maintenance of computer software and
hardware, web services software, application server software,
database software, business
intelligence software, Internet and
intranet portal software, data warehousing software, wireless
communications software, operating
systems software, computer utility
software, computer networking software, security and identity
management software, virtualization
software, cloud computing
software, voice at apt software, and computer programs for use in
developing and executing other computer
programs on computers,
computer networks and global communications networks, Computer
software application in the fields of marketing,
sales, customer
service., contracts, human resources, clinical research, healthcare,
commerce, health sciences, education, communications
and
telecommunications, call centers, customer relationship, management,
public sector administration, public and private utilities,
transportation, insurance, processing, and places and management of
financial transactions, governance, risk and compliance management,
management of supply chains, orders procurement, inventory, assets,
projects and manufacturing business process. outsourcing, business
consolidation, management, business quality management, business,
project management, business stakeholders, shareholder relationship
management and strategic business, simulation, enterprise and
resource planning.
f.
Trade mark
Registration
no.2012/13284 ORACLE
in class 41 in
respect of “education, educational services, including
seminars, courses and workshop in the following fields,
computers,
computer hardware, computer programming and computer software,
design, development, analysis, implementation, management,
integration, deployment, maintenance, updating, and repair of
computer hardware and software, technical support services for
computer
hardware and software, testing, analysis and evaluation of
goods, and services of others for the purpose of certification,
computer
databased development, design creation, hosting,
maintenance, operation and management of internet websites, online
trading to
facilitate the sale and purchase of goods and services by
others. Providing a wide range of general interest information via
internet,
providing of training, entertainment, sporting and cultural
activities.
g.
Trade mark Registration no.2012/13285
ORACLE in class 42 in respect of scientific and
technological services and research and design rating, industrial
analysis and research
services, design and development of computer
hardware and software, computer services, including consultation in
the field of computer
software, computers and computer hardware,
programming, designing development, analysis implementation,
management, integrated
integration, deployment, maintenance, updating
and repair of computer software for others, dissemination, leasing
and rental of
computer software, leasing access to non-downloadable
computer software, hosting of computer software, technical support
services
for computer software, testing, analysis and evaluation of
the goods and services of others. For the purposes of certification,
computer database development services, creating websites for others,
consultation services, and providing technical assistance
related to
design, creating, host, maintenance., operation and management of
websites for others, and;
h.
Trade mark Registration no.2015/18752
ORACLE
in class 42 in respect of
“hosting of computer software, leasing and rental of computer
hardware and computer peripherals,
listen access to computer hardware
and computers, peripherals, computer services including providing
access to non-downloadable
computer software, computer services
including providing computer software, platforms, infrastructure,
database, and data as a
service, computer services, including
providing cloud computing services in the following fields: A full
line of computer software
to manage, analysis, retrieve, monitor,
maintain, report on, structure, model, forecast, present and display
data and information
from computer databases, applications and
internet, and for the development, analysis, management, integration,
deployment, virtualization
and maintenance of computer software and
car hardware, database software to manage, monitor, track and
organize data, computers.
Software applications to manage, monitor,
track and organize data, including web services software, application
server software,
business intelligence software, internet and
intranet portal software, computer software to automate software,
operating systems
software, computer utility, software command,
wireless communications software, operating system software, Computer
little utility
software, computer networking software, security and
identity management software, visualization software, cloud computing
software,
voice and enablement software, and computer programs for
use in developing. And executing other computer programs on
computers,
computer networks, and global communications networks,
computers. Software applications to manage, monitor, track and
organise
data in the fields of marketing, sales, customer services,
contracts, human resources, clear cut research, healthcare,
healthcare
sciences, education, communications and
telecommunications, school centers, customer relationships
management, public sector administration,
public and public private.
utilities, transportation, insurance, financial transactions
processing, analysis, and management. Governance,
risk and
compliance, management. Management of full supply chains, orders,
procurement, inventory, assets, projects and manufacturing,
business
processes outsourcing, Business consolidation, management, Business
quality management, business project management, Business
stakeholder, shareholder relationship and management, and strategic
business, simulation, enterprise, and resource planning.
The
Respondents’ offending conduct
[15]
During May 2019, the Second Applicant
became aware of the existence of the Second Respondent’s
company in South Africa trading
under the name of Black Oracle
Consortium Pty Ltd. A flyer which contained the information about the
First Respondent was attached
to the founding affidavit. According to
the contents of the flyer, Black Oracle Consortium (PTY) Ltd is
affiliated with the Black
IT Forum, a forum that represents the
interest of Black students, professionals, and businesses in the ICT
sector. Its main purpose
“
is the
formulation of transformational programs and economic inclusion of
all its members in the ICT sector, to advocate for transformation
of
the ICT industry by providing policy inputs, to facilitate access to
SMME development programs and SMME's, to facilitate access
to skilled
development programs to graduates and unemployed youths, to
facilitate access to professional opportunities and professionals,
to
provide in depth research for the ICT industry, to provide access to
key stakeholders in the ICT industry, and to provide thought
leadership programs for its members.”
[16]
On 11 April 2019, the Second Respondent
caused Black Oracle Consortium (Pty) Ltd to be incorporated under its
name. Then on 18 April
2019, the Second Respondent registered the
domain name blackoracle.co.za.
[17]
Under the heading SMME’s Submissions,
the flyer requires participants to provide “
an
affidavit that declares an SMME shall employ an “
ORACLE
“skilled person that shall
operate an internship with focus on unemployed youth.”
The First Respondent is not registered in the
Oracle
Partner Network (OPN)
and is not
associated with the Applicant. The OPN network is an ecosystem of
organizations who participate in the Oracle Channel
Partner Program
that provides resources and benefits for valued added resellers,
independent software vendors and other businesses
that want to
collaborate with Oracle International Corporation.
[18]
The Applicant contends further that the
Respondents’ use the name “Black ORACLE” more
frequently than they use
“Consortium”, and the letters
“B” and “O” are used in close proximity to
the name Black Oracle
Consortium, which is no doubt intended to
designate the name Black Oracle. The First Respondent sometimes uses
Black Oracle instead
of Black Oracle Consortium
[19]
The Second Applicant became concerned that
the use of its ORACLE mark by the First Respondent which is operating
business in the
same technology space as the Applicants would confuse
consumers as they are likely to mistakenly associate the Applicants
with
the First Respondent.
[20]
The Applicants appointed a private
investigator to investigate the Respondents business, and the use of
the name “Oracle/Black
Oracle/Black Oracle Consortium” in
the course of their activities. The investigator used the flyer
provided to them by the
Applicant as reference. Having conducted
physical and online searches on the Respondents, the investigation
did not produce much
apart from the contact details and personal
information of the Second Respondent. In addition, the investigator
also conducted
a credit check on the Second Respondent. The credit
records showed at least three default judgments against the Second
Respondent
obtained by Standard Bank of South Africa Limited, Nedbank
Limited, and Edcon Limited. Furthermore, the Second Respondent was
identified
as the sole director of the First Respondent, with the
registration address of Black Oracle Consortium being 88 Marshall St.
Marshalltown,
Johannesburg. The investigator looked at these premises
and discovered a signboard that listed a range of computer services
that
are offered by the First Respondent, such as “
cloud
computing, cloud training and similar general IT services”.
[21]
Upon receipt of the investigator’s
Report, the Second Applicant became more concerned that the use of
its mark might create
a false impression of association with the
Respondents. It saw this as trade mark infringement perpetuated by
the Respondents.
The Second Applicant instructed its attorneys of
record to dispatch a cease-and-desist letter to the Respondents
demanding that
they respect the Applicants rights of the Oracle mark
and to change their name Black Oracle/ Black Oracle Consortium to a
name
which does not infringe on the Applicants rights.
[22]
On 23 August 2019, the Applicants attorneys
dispatched the cease and desist letter of demand to the Respondents
wherein it
inter alia
requested that the Respondents cease the use of its famous mark
“Oracle”, to undertake to permanently refraining
from its
future use, and to change the name Black Oracle Consortium, its
domain name, social media handle and any other source
identifier in
connection with the goods and services in the fields of IT, Computer
and related computer services to a name that
does not infringe on the
Applicants trade mark. The Respondents were given until 6 September
2019 to respond.
[23]
On 6 September 2019, the Applicants
attorneys received a response from the Respondents advising them that
they were seeking legal
advice on the use of name “Oracle”.
They also sought a meeting with the Applicants to meaningfully engage
on the matter
with the aim of resolving the issue amicably.
[24]
On 12 September 2019, the Applicants
attorneys responded to the Respondents’ request for a meeting
and advised that the Applicants
were not interested in the proposed
meeting at the time. However, the Respondents were given an extension
to obtain legal advice
regarding the use of the Applicants’
“Oracle” trade mark.
[25]
On 18 October 2019, the Second Respondent
and his colleague attended a meeting with the Second Applicant’s
Director and Corporate
Company Secretary, Sandhya Ramdhany
(“Ramdhany”) which was held at the Second Applicant’s
offices in Johannesburg.
In this meeting the Second Respondent
informed the Ramdhany that he had commenced the process of
registering the First Respondent
in the Oracle Partner Network. When
prompted on whether they have undertaken any steps to change their
name as demanded by the
Applicants’ attorneys of record, the
Second Respondent informed the Ramdhany that they are not changing
their name. The Second
Respondent’s colleague suggested that if
Oracle International wants the name Black Oracle, the Respondents
were willing to
sell it to them.
[26]
Ramdhany then informed the Second
Respondent and his colleague that they cannot continue with the
meeting as long as the Respondents
are still operating under the name
Black Oracle Consortium. They were also informed that they would not
be able to join the OPN
network whilst still using the name Black
Oracle
[27]
The meeting deteriorated. The Second
Respondent started questioning the BBEEE status of the Second
Applicant. He then accused the
Applicants of being oppressive towards
smaller organizations like the First Respondent. He also vowed to
investigate the Second
Applicant’s sudden compliance with the
BBEEE requirements from level 8 to 1 in a short space of time and
furthermore threatened
to expose the Second Applicant.
[28]
After the meeting, the Applicants
instructed their attorneys to send a letter to the Respondents
advising them that the Applicants
considered the name Black Oracle as
an infringement of its trade mark and that the Applicants would not
engage the Respondents
any further until such time, they change their
name. On 18 October 2019 a letter was sent to the Respondents by the
Applicants’
attorneys to that effect. No response was received
from the Respondents. There was a lull in the matter for the
remaining months
of 2019.
[29]
In the meantime, the Second Applicant
Company Secretary engaged the Applicants Ethics and Compliance
function committee and found
that no records could be found regarding
the Respondents’ attempt to join the OPN network. Ramdhany
submits that the Second
Respondent lied to her about attempting to
register the First Respondent in the OPN network. The Second
Respondent disputes this
and in his answering, affidavit produced a
registration number of the First Respondent’s application to
join the OPN network.
Ultimately, the First Respondent was not
admitted to the Applicants’ OPN network due to the ongoing
dispute about the use
of the Applicants’ trade mark. I accept
that the Second Respondent attempted to register the First Respondent
in the OPN
network.
[30]
On 13 March 2020, the Respondents addressed
a letter titled “
Request for
ORACLE Intervention and Partnership
”
to various entities including the Chairperson, Chief Executive
Officer, and Executives of Oracle Corporation alleging misconduct,
poor governance, unfair treatment, poor leadership, noncompliance,
nepotism, and arrogance on the part of the Second Applicant’s
Company Secretary, Ramdany. Furthermore, the letter alleged that the
attitude of the Directors of the Second Applicant would negatively
affect ORACLE’s goodwill received from both the government and
the private sector. The Applicants deny this and aver that
since the
incorporation of the Second Applicant in South Africa it has enjoyed
profitability. Another allegation made by the Respondents
is that the
Second Applicant may be in trouble for claiming that its Black
Economic Empowerment status went from level 8 to level
1. Similarly,
the Second Applicant denies this allegation. It confirmed that its
status was awarded to them at the conclusion of
independent audits
conducted by the Independent Verification Agency. Thirdly, the
Respondents alleged that the Second Applicant
prioritized the
“
insourcing of non-South Africans
above Africans in Africa, particularly in South Africa”.
The Second Applicant denies this and states that its headcount
consists of a majority of South Africans.
[31]
On 24 June 2020, the Applicants launched
the present proceedings, seeking
inter
alia
an interdict on the cause of the
Respondents’ trade mark infringement of their name, passing
off, unlawful competition and
ancillary reliefs.
Common Cause Facts
[32]
The following facts are not disputed.
a.
that the
First Applicant is the registered
proprietor of the Oracle trade mark, registered in classes 9, 16, 41
And 42 of the Act.
b.
That the First Applicant is the second largest
software company by revenue and market capitalization in the world.
It carries on
business in the field of computer technology and sells
database software, technology, cloud engineering systems and
enterprise
software.
c.
The Second Applicant is the First Applicant’s
exclusive licensee in South Africa authorized to use of the First
Applicants’
trade mark.
d.
The First Applicant first
used the ORACLE mark
from 1979 for a wide variety of computer related goods and services.
As a result, the Applicants’ have
developed and acquired
substantial goodwill in their ORACLE brand both internationally and
in South Africa.
e.
Oracle is a well-known trade mark in the South
African Information Communication Technology (ICT) industry.
[33]
It is also common cause that the First
Respondent operates in the “technology space” and its
services include design
and manufacturing of computer software, cloud
computing, computer training and general IT services.
[34]
The Respondents concede that they are using
the Oracle trade mark in Black Oracle and Black Oracle Consortium
business trade as
their trading company name and also in their domain
name without authorization from the Applicants However the
respondents denied
that the goods are l goods and services are
identical /similar to those of the applicant’s trade mark;
alternatively, so
closely resembling their trade mark as to be likely
to deceive or confuse.
Applicants’
submissions
[35]
The Applicants contends that section 34(1)(a) of
the Act is applicable to this matter as the Respondents conceded that
they are
using Black Oracle and Black Oracle Consortium as their
trading company name and their domain name blackoracle.co.za in
relation
to identical goods and services in respect of which the
First Applicant has registered trade marks.
[36]
It was submitted on behalf of the Applicants that
the marks or names to be compared are.
a.
“
Oracle” versus “Black Oracle”.
b.
“
Oracle” versus “Black Oracle
Consortium”.
[37]
The Applicants aver that the dominant element in
the trade mark in issue is the word ORACLE. The use of the words
“Black Oracle”/
“Black Oracle Consortium” do
not serve to distinguish between the Applicants and the First
Respondent. The Applicants
argue that the Respondents’ use of
the word “Black” denotes race and nothing further than
that whereas the term
“Consortium” is descriptive and is
in reference to the association of black-owned, small, and medium
sized IT businesses
to which the Respondents belong too. Neither
“Black” nor “Consortium” have any
significance in relation
to the IT industry and as such have no trade
mark value. The First Respondent conceded that “
it
identified itself as an association of black-owned, small and medium
sized IT businesses. And also that it is affiliated with
the Black IT
Forum, which is a forum that represents the interest of black
students, professionals and businesses in the ICT sector
.”
As such, the word “black” is accordingly a generic or
descriptive word that any trade mark appropriator is
entitled to use
in combination with its trade mark to either indicate the race of
people, or the colour black.
[38]
The Applicants contend that they are also
notionally entitled to use the descriptive word black in accordance
combination with their
Oracle trade mark. The same applies to the
word “consortium”. It too is a descriptive word that
firstly, does not serve
to distinguish and secondly, is a word that
the Applicants are entitled to notionally use in the context of its
descriptive meaning,
in combination with their Oracle trade mark.
[39]
In
this respect, the Applicants rely on
PepsiCo
Inc v Atlantic Industries
[3]
;
Medion
AG versus Thompson Multimedia sales, Germany and Australia GmbH
;
and
EON.EG
versus Hyundai Motor Company
.
In
PepsiCo
,
the Court refused registration of the mark “
PEPSI
TWIST”
because it would be confusingly too similar to an already registered
TWIST trade mark. In
Medion
,
the trade mark “
THOMSON
LIFE”
was found to be confusingly similar to the registered trade mark LIFE
despite the addition of the distinctive name “
THOMSON”.
In
E.ON
the trade mark “
HYUNDAI
EON”
was found to be confusingly to similar to the registered trade mark
E.ON. The Applicants contend that that the Respondents marks
are
visually, conceptually and phonetically, deceptive and confusingly to
similar to theirs.
[40]
In the
Pepsico
judgement, the SCA considered the importance of the dominant feature
when comparing trade marks for the purposes of determining
whether
the likelihood of deception or confusion arises from the similar
trade marks and held that:
‘
In
testing for deception and confusion, the Court must identify the
dominant features of the respective marks. Should they share
a
dominant feature, then the Court deems that there is “ordinarily
a greater likelihood of deception or confusion”.
The Court
further held that the marks must be ‘…assessed by
reference to the overall impressions created by the marks
bearing in
mind their distinctive and dominant components’.
[4]
[41]
The Applicants contend that the reason or true
motive behind the appropriation of their trade mark by the
Respondents is that the
Respondents undoubtedly seeks to invoke in
the mind of the consumer an association, or connection link with the
Applicants so as
to deceive and confuse the consumer as to the origin
of the goods and services offered as either being those of the
Applicant or
associated therewith.
[42]
In support of this contention, the Applicant
stressed that:
a.
The First Respondent’s flyer
expressly requires participants to provide an affidavit that declares
that an SMME shall employ
an “
Oracle”
skilled person and that shall operate an internship with focus on
unemployed youth;
b.
The Second Respondent tried to register the
First Respondent in the Oracle Partnership Network so that it could
participate in the
Oracle Channel Partner Program that provides
resources and benefits for businesses that want to collaborate with
the Applicants;
and
c.
The Respondents participated in a
multi-billion-rand tender for the State Information Technology Agency
(SITA) for the establishment
of a panel of Oracle Specialised
Partners. (In the Respondents own version, they are part of the SITA
tender which specifically
requires Oracle Specialized Partners for
the implementation of the Integrated Financial Management System for
National Treasury
for a period of three years).
The Respondents’
submissions
[43] The
Respondents deny the trade mark allegation infringement in terms of
section 34(1)(a) of the Act. The Respondents
contend that the
Applicants have failed to make out a proper case for the relief
sought in that Applicants
have not proven the
following:
a.
That the First Respondent extensively uses
the mark(s) in its business trading activities; and
b.
neither have they proven that the services
rendered by the First Respondent are identical to the services
covered by the First Applicant’s
trade marks; and further that,
c.
the First Respondent uses the mark in the course
of trading; and further that,
d.
the First Respondent’s use of the mark is
unauthorized.
[44]
Regarding the comparison of the Applicants’
ORACLE mark to the Respondents’ company name Black Oracle
Consortium, the
Respondents contended that:
a.
Black ORACLE Consortium (PTY) Ltd does not
wholly incorporate the Applicants’ mark alone.
b.
Visually, the logos of Oracle International
Corporation and Black Oracle Consortium do not look the same and
neither are they similar.
The First Respondent’s mark is black
and stated in a clearly distinguishable font and form.
c.
Audibly, Oracle International Corporation
and Black Oracle Consortium do not sound the same or similar to the
extent that the Applicants
allege.
d.
The alleged dominant feature of the mark of
the Applicants’ Oracle trade mark, is a word that is germane to
the English language.
e.
The name of the First Respondent and its
use are clearly distinguishable from that of the Applicants in that
the word Oracle is
used in conjunction with a prefix and a suffix,
and that does not amount to an infringement of the Applicants’
registered
trade mark.
f.
Conceptually, the marks do not convey the same
idea.
What
is a trade mark?
[45]
A "trade
mark", other than a certification trade mark or a collective
trade mark, means a mark used or proposed to be
used by a person in
relation to goods or services for the purpose of distinguishing the
goods or services in relation to which
the mark is used or proposed
to be used from the same kind of goods or services connected in the
course of trade with any other
person.
[5]
[46]
Furthermore,
in order for a trade mark to be registrable, it should be (the Act
used the word “shall”) capable of distinguishing
the
goods or services of a person in respect of which it is registered or
proposed to be registered from the goods or services
of another
person either generally, or where the trade mark is registered or
proposed to be registered, subject to limitations
in relation to use
within those limitations.
[6]
Assessment
of the alleged infringement
[47]
The Applicants primarily rely on the provisions of section 34(1)(a)
of the Trade Marks Act. Sec 34(1)(a) provides that:
Infringement
of registered trade mark
34.
(1)
‘
The rights acquired by registration of a trade
mark shall be infringed by—
a)
the unauthorized use in the course of trade in relation to
goods or services in respect of which the trade mark is registered,
of
an identical mark or of a mark so nearly resembling it as to be
likely to deceive or cause confusion;
[48]
In an article published in a
South
African Mercantile Law Journal
1990
(2) under the heading
"Misappropriation
of the Advertising Value of Trade Marks, Trade Names and Service
Marks"
by BR Rutherford,
the author explained the need for protection against comparative
advertising in the following terms:
"The
preservation of the reputation and unique identity of the trade mark
and the selling power which it evokes is of vital
importance to the
trade mark proprietor to protect and retain his goodwill. Other
traders will frequently wish to exploit the selling
power of an
established trade mark for the purpose of promoting their own
products. The greater the advertising value of the trade
mark, the
greater the risk of misappropriation. Any unauthorised use of the
trade mark by other traders will lead to the gradual
consumer
disassociation of the trade mark from the proprietor's product. The
more the trade mark is used in relation to the products
of others the
less likely it is to focus attention on the proprietor's product. The
reputation and unique identity of the trade
mark will become blurred.
The selling power becomes eroded, and the trade mark becomes
diluted."
[49]
To succeed in establishing the alleged trade mark infringement in
terms of section 34(1)(
a
) of the Act, the Applicants must
establish the following factors in respect of the trade marks
registered in respect of their services
or goods:
1.
The unauthorised use
2.
in the course of trade,
3.
in relation to the goods or services in respect of which the trade
marks are registered,
4.
of an identical mark; or
5.
of a mark so nearly resembling it as to be likely to deceive or cause
confusion.
[50]
The legal
principles applicable in determining trade mark infringement in terms
of this section were neatly summarised
in
Plascon-Evans
Paints Ltd v Van Riebeeck Paints (Pty) Ltd
[7]
by
Corbett JA where he said at 640G-641D:
a.
In an infringement action the
onus
is on the plaintiff to show
the probability or likelihood of deception or confusion. It is not
incumbent upon the plaintiff to show
that every person interested or
concerned (usually as customer) in the class of goods for which his
trade mark has been registered
would probably be deceived or
confused.
b.
It is sufficient if the probabilities establish that a substantial
number of such persons will be deceived or confused.
c.
The concept of deception or confusion is not limited to inducing in
the minds of interested persons the erroneous belief
or impression
that the goods in relation to which the defendant’s mark is
used are the goods of the proprietor of the registered
mark, i.e. the
plaintiff, or that there is a material connection between the
defendant’s goods and the proprietor of the
registered mark; it
is enough for the plaintiff to show that a substantial number of
persons will probably be confused as to the
origin of the goods or
the existence or non-existence of such a connection.
d.
The determination of these questions involves essentially a
comparison between the mark used by the defendant and the registered
mark and having regard to the similarities and differences in the two
marks, an assessment of the impact which the defendant’s
mark
would make upon the average type of customer who would be likely to
purchase the kind of goods to which the marks are applied.
e.
This notional customer must be conceived of as a person of average
intelligence, having proper eyesight, and buying with
ordinary
caution.
f.
The comparison must be made with reference to the sense, sound,
and appearance of the marks. The marks must be viewed as
they would
be encountered in the marketplace and against the background of
relevant surrounding circumstances.
g.
The marks must not only be considered side by side, but also
separately. It must be borne in mind that the ordinary purchaser
may
encounter goods, bearing the defendant’s mark, with an
imperfect recollection of the registered mark and due allowance
must
be made for this.
h.
If each of the marks contain a main or dominant feature or idea, the
likely impact made by this on the mind of the customer
must be taken
into account. As it has been put, marks are remembered rather by
general impressions or by some significant or striking
feature rather
than by a photographic recollection of the whole.
i.
And finally, consideration must be given to the manner in which the
marks are likely to be employed as for example, the
use of name marks
in conjunction with a generic description of the goods.’
[51]
In
Century
City Apartments Property Services CC & another v Century City
Property Owners’ Association
[8]
Harms DP said:
‘
The
Trade Marks Act 194 of 1993
recognizes three types of trade mark
infringement. The first is the unauthorized use in the course of
trade in relation to goods
or services in respect of which the trade
mark is registered, of an identical mark or of a mark so nearly
resembling it as to be
likely to deceive or cause confusion
(s
34(1)(a)).
The second is the unauthorized use of a mark, which is
identical or similar to the trade mark registered, in the course of
trade
in relation to goods or services which are so similar to the
goods or services in respect of which the trade mark is registered,
that in such use there exists the likelihood of deception or
confusion
(s 34(1)(b))
…’
[9]
[52]
In
Yuppiechef
Holdings (Pty) Ltd v Yuppie Gadgets Holdings (Pty) Ltd
[10]
Wallis
JA said the following:
‘
In
terms of
s 34(1)
(a)
the
three marks would be infringed by the unauthorised use in the course
of trade in relation to the goods referred to in those
classes of an
identical mark or one so nearly resembling it as to be likely to
deceive or cause confusion. That highlights both
the scope and the
limits of the protection provided by registration of the mark. It is
prohibited to use an identical, deceptive,
or confusingly similar
mark in relation to goods falling within those classes. But the use
of the same mark on other goods or services,
falling outside the
class of goods or services covered by the registration, does not
amount to an infringement under this section.’
[11]
[53]
These trade mark infringement principles have since been developed
over the years. Not exhaustively though, the prevailing
jurisprudential development can be summarized as follows:
a.
The
deception or confusion need only last a fraction of the time and only
one of the people involved need to be deceived or confused.
[12]
b.
The
likelihood of initial confusion or deception, even if capable of
being cleared up, is sufficient.
[13]
c.
If
the mark has a dominant feature, the comparison should be made
between the main idea or impression left on the mind of each of
the
marks, having specific regard to any striking features of each.
[14]
d.
Likelihood
of deception or confusion in any of the characteristics of sense,
sound, or appearance will be sufficient to give rise
to an
infringement.
[15]
[54]
In
assessment whether there has been an infringement to the Applicants’
trade mark, I align myself with the sentiments expressed
by Thring J
in
New
Media Publishing
(
Pty
)
Ltd
v Eating Out Web Services CC
[16]
where
he said at 394C–F:
“
The
enquiry in this matter consists of two separate but closely
interrelated questions: first, are the two marks identical or
sufficiently
similar to one another; and secondly, is the
respondent’s mark being used unauthorisedly in the course of
trade in relation
to services which are so similar to the applicant’s
goods in respect of which its mark is registered that in such use
there
exists the likelihood of deception or confusion? There is no
question here but that the respondent is using its mark without the
applicant’s authority and is doing so in the course of trade.
There is, it seems to me, an interdependence between the two
legs of
the inquiry: the less the similarity between the respective goods or
services of the parties, the greater will be the degree
of
resemblance required between their respective marks before it can be
said that there is a likelihood of deception or confusion
in the use
of the allegedly offending mark, and vice versa. Of course, if the
respective goods or services of the parties are so
dissimilar to each
other that there is no likelihood of deception or confusion, the use
by the respondent even of a mark which
is identical to the
applicant’s registered mark will not constitute an
infringement; also, if the two marks are sufficiently
dissimilar to
each other no amount of similarity between the respective goods or
services of the parties will suffice to bring
about an infringement.
I respectfully agree with the learned authors of Webster and Page,
South African Law of Trade Marks 4
th
edition, para 12.23
(at 12-41), where they say, with reference to section 34(1)(b) of the
Act:
‘
(O)n
a proper interpretation of the South African section the degree of
resemblance between the goods or services must be such that
their
combined effect will be to produce a likelihood of deception or
confusion when that mark is used on those goods or services.’
[55]
The Second Respondent concedes that the First Respondent business
trading is in the same offering of goods and services
as that of the
Applicant and by their own admission, the use of the Applicants’
registered trade mark name “Oracle”
has not been
authorized by the Applicants. It is in the provision of these goods
and services, and this need not be too greatly
to the same degree,
that in the open market, the Applicants and the Respondents are
business and service provider and/or supplier
competitors. The trade
mark infringement is founded exactly on this fact. The addition of
the pre-fix “Black” and suffix
“Consortium”
in the First Respondent’s company name and style to the
Applicants’ brand signature trade
mark “Oracle”, of
which up until now they have enjoyed exclusive use of in the course
of their trade in the registered
trade marks classes, is nothing
short of a superficial colouring by the Respondents. I find that the
first three elements in section
34(1)(a) necessary to establish trade
mark infringement by a defendant are self-evident breaches.
[56]
The next issue to be determined is whether the names Oracle and Black
Oracle Consortium are identical or nearly resemble
the Applicants’
registered trade mark in terms of section 34(1)(a) of the Act.
[57]
In terms of section 14 of the Act, registration
of a mark is prohibited if it is:
‘…
identical to a registered
trade mark belonging to a different proprietor or so similar thereto
that the use thereto in relation
to goods or services in respect of
which it is sought to be registered and which are the same as or
similar to the goods or services
in respect of which such trade mark
is registered, would be likely to deceive or cause confusion, unless
the proprietor of such
trade mark consents to the registration of
such mark’
[58]
The Applicants submit that the names Black Oracle/Black Oracle
Consortium is similar to their Oracle trade mark and that
the
use
of words “Black Oracle”/ “Black Oracle Consortium”
do not serve to distinguish from the word ORACLE.
The Applicants
argue that word “Black” is descriptive and denotes race
or colour and nothing further than that. And
that the term
“Consortium” is also descriptive and used in reference to
the association of black-owned, small, and
medium sized IT
businesses.
[59]
In
assessing the similarities between the marks our courts have followed
the dictum set by the European Court of Justice in
LTJ
Diffusion SA v Sadas Vertbaudet SA
[17]
where
the court said:
The
criterion of identity of the sign and the trade mark must be
interpreted strictly. The very definition of identity implies that
the two elements compared should be the same in all respects.
[18]
There
is therefore identity between the sign and the trade mark where the
former reproduces, without any modification or addition,
all the
elements constituting the latter.
[19]
[60]
The court continued at paragraph 52 and stated
that:
However, the perception
of identity between the sign and the trade mark must be assessed
globally with respect to an average consumer
who is deemed to be
reasonably well informed, reasonably observant, and circumspect. The
sign produces an overall impression on
such a consumer. The consumer
only rarely has the chance to make a direct comparison between
science and the trade marks and must
place his trust in the imperfect
picture of them that he has kept in his mind.
[61]
I readily concede to the fact that because of the dominant tying
feature between the two marks, and that being the name
Oracle, may
very well incline the average consumer to draw an inference that
these two market competitors are associated to each
other in one way
or the other. However, be that as it may, I would be hard-pressed to
say that the two marks are identical to each
other. They physically,
simply are not.
Is
there a likelihood of confusion between Black Oracle Consortium /
Black Oracle and ORACLE?
Test
for the likelihood of Confusion and Deception
[62]
The
Applicants must also prove that the offending party’s
misrepresentation is
likely
to
cause confusion amongst purchasers or potential purchasers. Whether
there is a likelihood of such confusion arising is a question
of
fact, which must be determined by the court in the light of the
circumstances of each case.
[20]
[63]
The likelihood of confusion was neatly
summarized in
Compass Publishing
BV v Compass Logistics Ltd
[2004]
EWHC 520
(Ch)
where Laddie J said
this at paras 24-25:
’
24
The likelihood of confusion must be appreciated globally,
taking account of all relevant factors. It must be judged through
the
eyes of the average consumer of the goods or services in question.
That customer is to be taken to be reasonably well informed
and
reasonably circumspect and observant, but he may have to rely upon an
imperfect picture or recollection of the marks. The court
should
factor in the recognition that the average consumer normally
perceives a mark as a whole and does not analyse its various
details.
The visual, aural, and conceptual similarities of the marks must be
assessed by reference to the overall impressions created
by the marks
bearing in mind their distinctive and dominant components.
Furthermore, if the association between the marks causes
the public
to wrongly believe that the respective goods come from the same or
economically linked undertakings, there is a likelihood
of confusion.
[25]
Applying those considerations to the facts of this case, there can be
little doubt that a likelihood of confusion exists between
the
Defendant’s use of the sign or mark COMPASS LOGISTICS in
relation to its business consultancy services and the notional
use of
the mark COMPASS used in relation to business consultancy services,
including those in relation to which the Defendant specialises.
The
dominant part of the Defendant’s mark is the word compass. For
many customers, the word logistics would add little of
significance
to it. It alludes to the type of area of consultancy in which the
services are carried out.’
[64]
Our courts
have considered the test for likelihood of confusion and deception in
a number of cases. In
Sabel
BV v Puma
[21]
it was said that the “
likelihood
of confusion”
must be appreciated globally and that the “
global
appreciation of the visual, aural or conceptual similarity of the
marks must
on
the overall impression given by the marks bearing in mind in
particular, their distinctive and dominant components”.
[22]
.
[65]
The determination of whether there is a likelihood of deception or
confusion is a matter of fact. The Applicant must
adduce evidence
that the two marks are sufficiently similar to each other such that
an average consumer would be confused in reasonably
disassociating
the two suppliers from each other. In other words, without labouring
into marking distinctive differences and similarities
between the two
marks, the consumer could confuse one proprietor for the other, or
draw linkage inferences between their goods
and services, thus
invariably making an association of some sort between the two
proprietors in relation to their goods and services.
[66]
In
Yuppie
Chef
the court stated that “
what
is required is a value judgment on the question of the likelihood of
deception or confusion based on a global appreciation
of the two
marks and the overall impression that they leave in the context of
the underlying purpose of a trade mark, which is
that it is a badge
of origin. The value judgment is largely a matter of first impression
and there should not be undue peering
at the two marks to find
similarities and differences.
[23]
It is nonetheless not sufficient for judges merely to say that their
impression is that the alleged infringing mark is, or is not,
likely
to deceive or cause confusion. There is an obligation to explain why
the judge holds that
view.”
[24]
[67]
In
Roodezandt
Ko-operatiewe Wynmakery Ltd v Robertson Winery (Pty) Ltd &
another
[25]
Brand JA elaborated on the meaning of the value judgment to be made
(in the context of an application to remove a trade mark from
the
register). He said at para 5:
‘
Considerations
that could assist in the exercise of this value judgment have been
proposed in numerous decided cases. One of these
cases is Laboratoire
Lachartre SA v Armour-Dial Incorporated
1976 (2) SA 744
(T) in which
Colman J sounded the following note of caution (at 746B-E):
“
We
have had ample time for full consideration and close comparison of
the two trade marks with which we are concerned. These advantages,
however, carry their own dangers. They have caused us to look at the
trade marks with far greater care than they would be looked
at by the
members of the public whose probable reactions we are required to
assess, and with a far keener awareness of similarities
and
dissimilarities than such people would probably have as they go about
their daily lives.
What
we have now to do is, therefore, to transport ourselves, notionally,
from the court room or the study, to the market place.
We must try to
look at the marks as they will be seen, if they are both in fair and
normal commercial use, by the hypothetical
consumers of [wine]. Those
will be people of many races and degrees of education, having varied
gifts, interests, and talents.
We are not to postulate the consumer
of “phenomenal ignorance or extraordinarily defective
intelligence” … We
are to consider a person of average
intelligence and proper eyesight, buying with ordinary caution.”’
[68]
Brand JA then listed the principles of comparison that have been
developed in order to reach the value judgment. He said
at para 6:
‘
Most,
if not all, of these considerations seem to find application in the
present context. Other principles of comparison which
have become
crystallised in earlier decisions of this court which I find to be
pertinent, include the following:
(a)
A likelihood of confusion does not only arise when every person
interested or concerned in the class of goods for which the
trade
mark has been registered could probably be deceived or confused. It
also arises if the probabilities establish that a substantial
number
of such persons will be deceived or confused.
(b)
The concept of deception or confusion is not limited to inducing in
the minds of these interested persons the erroneous belief
or
impression that the two competing products are those of the objector
or that there is a connection between these two products.
A
likelihood of confusion is also established when it is shown that a
substantial number of persons will probably be confused as
to the
origin of the products or the existence or non-existence of such a
connection.
(c)
The determination of the likelihood of confusion involves a
comparison between the two competing marks, having regard to the
similarities and differences in the two and an assessment of the
impact it would have on the average type of customer who is likely
to
purchase the kind of goods to which the marks are applied.
(d)
The marks must not only be considered side by side, but also
separately.
(e)
It must be borne in mind that the ordinary purchaser may encounter
goods bearing one mark with an imperfect recollection of
the other.
(f)
If each of the competing marks contains a main or dominant feature or
idea, the likely impact made by this dominating feature
on the mind
of the customer must be taken into account. This is so because marks
are remembered by some significant or striking
feature rather than by
the photographic recollection of the whole.
[69]
It was submitted on behalf of the Applicants that the word ORACLE
maintains its
dominance in the respondents Black
Oracle and Black Oracle Consortium, trading name or style, company
name and domain name. It was
further submitted that the marks are
visually, conceptually, and phonetically, deceptively, and
confusingly similar. And if the
two marks are confusingly and
deceptively similar, on any of these levels of comparison, then it is
sufficient i.e., it is not
a requirement that the trade mark be
similar on all three levels of comparison.
[70]
It was further argued on behalf of the Applicants
that the Respondents
actual use of the Applicants’
ORACLE trade mark undoubtedly seeks to invoke in the mind of a
consumer an association with
or a connection with the Applicants. The
following was pointed out to me:
a.
In the flyer, the First Respondent required the participants to
provide an affidavit declaring that an SMME shall employ
an “Oracle”
skilled person and that shall operate an internship with focus on
unemployed youth.
b.
The First Respondent tendered in a multibillion-rand tender for the
State Information Technology Agency (SITA) for the
establishment of a
panel of “ORACLE” Specialised Partners.
c.
The Second Respondent’s attempt to register the First
Respondent in the Oracle Partner Network was so that it could
participate in the Oracle Chanel Partner Program that provides
resources and benefits for business that want to collaborate with
the
Applicants.
[71]
Ordinarily, had the First Respondent’s signage been
distinguishable from that of the Applicants, the average consumer
would have no difficulty in disassociating the between the Applicants
and the First Respondent for what they are, and that is they
are
market competitors in the supply of the same goods and services which
are identical to one another. But for the name “Oracle”
in the company name and style of the First Respondent, it cannot be
gainsaid that the ordinary consumer would no doubt or at the
very
least, be likely to associate the two as linked to each other.
[72]
Having considered the facts, I am satisfied that a likelihood of
confusion exists between the Respondents use of the
trade/company
name Black Oracle /Black Oracle Consortium in relation to Computer
and IT services in the course of trade of the
First Respondent with
those of the Applicants. The prominence of the signature feature,
Oracle, and that it being the household
brand of the Applicants would
lead to an impression or at the very least, the likelihood of an
inference by the average consumer
that the two marks associate the
Respondents to the Applicants.
[73]
But not only do I find in favour of the Applicants’ contention
that the Respondents’ company name and style
is likely to
confuse the average consumer by associating the two; put differently,
that the consumer would not ordinarily disassociate
a link between
the two respective companies, I am also inclined to agree with
the Applicants that there is malice in the
appropriation of their
registered trade mark name, Oracle by the Respondents. The malice I
detect is an intention to deceive. My
reasons follow.
[74]
In the Second Respondent’s own version, the First Respondent,
like many South African companies, it alleges, does
not have the
capabilities of designing and developing software such as the
Applicants do. Then he says that it is for this reason
that the
government of South Africa has requested local business to be
responsible for installation services, consulting, and deployment.
He
then continues to contend that it then follows that local business
must have Oracle skilled personnel for them to get business
from the
government for consulting, installing, repairs and services such as
information technology, telecoms infrastructure and
software.
[75]
Perhaps not consciously, the admission he makes here is that in South
Africa, there exists only one proprietor that meets
these
requirements, and that is exclusively the Second Applicant. And even
where this may not be strictly the case, then the only
other space in
which these Oracle skilled personnel would exist in is the Oracle
Partner Network of which is monopolized by the
First Applicant. The
Respondents are not part of this network and yet a mere 15 (fifteen)
days after the Second Respondent incorporated
the First Respondent,
that date being 11 April 2019, on 26 April 2019, the First Respondent
responded to a bid/tender and/or participated
in the SITA tender and
is now part of the Panel of Oracle Specialized Partners of which the
government sought to establish for
National Treasury.
[76]
In an attachment submitted by the Second Respondents from the Tender
Office headed “Memo: proposals received”
which lists what
I assume were bidders to the tender, the First Respondent is number
65 on this list. Notably in all of the 79
participants / bidders,
none bear the Applicant trade mark name Oracle in their incorporated
company names, except the First Respondent.
[77]
The Second Respondent then only unsuccessfully tried to register the
First Respondent into the OPN network after being
found out by the
Second Applicant. Having come across their trade mark use by the
Respondents, the Second Applicant did not demand
of the Respondents
to cease their trade activities, all it asked was that it excise the
use of the trade mark in everywhere and
wherever so appearing and
being used by the First Respondent in the course of its trade
activities. The Second Respondent refused,
and instead proffered to
the Second Applicant that it may buy its trade name if it so wished.
[78]
By his own admission, the First Respondent does not possess the
capabilities of designing and developing software such
as the
Applicants do. And neither is it part of the Applicants OPN network.
Its unsuccessful application to register in the network,
as was prior
informed by the Second Applicant Company Secretary, was by reason of
its appropriation of the Applicants’ trade
mark name, Oracle. I
must stress that the application to the OPN network only came after
the fact of the First Respondent having
responded to the SITA tender
with it being the only company bearing the Oracle name in its
incorporated company name. I agree with
the Applicants, it is no
mistake that the First Respondent company name bears its trade mark.
The timing of its incorporation by
the Second Respondent, that date
being 11
th
April 2019, then the registration the domain
name, blackoracle.co.za on the18
th
of April 2019, was what
I am inclined to believe, a build-up of its eligibility to
participate in the SITA tender by riding on
the Applicants trade mark
so to pass itself off as having the necessary pre-requisite of Oracle
Specialized Personnel. The Second
Respondent must have surely known
that his incorporated company, the First Respondent being all of two
weeks fresh, would have
been ineligible in meeting the tender
requirements. But with a bearing of the Oracle trade mark in
provision of the same goods
and services such as the Applicant, the
inescapable conclusion is a deliberate impression to cause an
association or connection
with the Applicants. I find that this was
calculated and therefore deceitful.
[79]
It should also be noted that the flyer advertising the First
Respondent’s services used the same colour scheme
as that of
the Applicants
.
[80]
The Applicants have established that the word “Oracle” is
its distinctive trade mark of its goods and services
in the ICT
industry. The use of its trade mark by the Respondents is a trade
mark infringement.
Passing
Off
[81]
The Applicants contend that the Respondents’
conduct is passing off its goods and services as being that of the
Applicants.
This constitutes a wrongful and unlawful interference
with the Applicants right to trade. This is particularly so when
considered
in context of acceptable criteria such as fairness and
honesty in competition, which requires that regard be had to the
boni
mores
and the general sense of justice
in the community, as well as questions of public policy.
[82]
Regarding the passing off claim, the
Respondents deny that the First Respondent is passing off and
claiming affiliation with the
Applicant's brand, regard being had to
the stark differences between their two respective signages.
[83]
Passing-off
is defined as follows:
‘
The
wrong known as passing off consists in a representation by one person
that his business (or merchandise, as the case may be)
is that of
another, or that it is associated with that of another and, in order
to determine whether a representation amounts to
passing off, one
enquires whether there is a reasonable likelihood that members of the
public may be confused into believing that
the business of the one
is, or is connected with, that of another.’
[26]
[84]
The requirements necessary for the Applicants
to establish passing-off of their trade mark by the Respondents are
the following:
a.
The
Applicant must prove the existence of the requisite reputation;
namely that its get-up or mark has become distinctive of its
goods or
services, in the sense that the public associate the get-up or mark
with the goods or services of the Applicant.
[27]
b.
There
must be an express or implied representation by the offending party
which is false and unauthorised.
[28]
c.
The
Applicant must prove that the representation made by the offending
party is likely to cause confusion amongst purchasers or
potential
purchasers of the products as to the trade source of the product or
the business connection thereof.
[29]
[85]
I have already held that the Respondents were deliberate in creating
in the market an impression that it is somehow associated
or
connected thereto with the Applicant by riding of its household brand
in the ICT, which is held by its registered trade mark
name, Oracle.
This can easily lead the consumer into thinking that the
origin, or source of the goods and services are themselves off the
Applicant.
The Applicant has also put-up considerable evidence to
prove that it has established a brand reputation in South Africa and
that
it enjoys a substantial amount of goodwill with its registered
trade mark, Oracle aa a household brand in the ICT industry.
[86]
To support the contention that the Applicants
have an established reputation in South Africa branded on its
registered trade mark
and that it enjoys substantial goodwill
thereto, it put in evidence that between 4 August 2009, that date
being the date of which
its Facebook page was created, and 30
th
March 2020, it received 2, 913,503 (two million, nine-hundred and
thirteen thousand, five hundred and three) likes. The @OracleAfrica
profile on its turn was created on 17
th
January 2011 and between then and 30
th
March 2020, it received 3, 917 (three thousand, nine hundred and
seventeen) likes with 4, 047 (four thousand and forty-seven) third
party Facebook users following the profile. The Applicant avers that
through these profiles, the Applicants have managed to reach
and
connect with millions of consumers worldwide, including South Africa.
[87]
Agreed between the parties is the First
Applicant’s monopoly dominance in the ICT industry. At least
this much is conceded
by the Respondents. The numbers speak for
themselves. To deny that the Applicants brand reputation enjoys
substantial goodwill
in South Africa is illogical. The continued link
between the Applicants’ trade mark and the false impression of
association
created by the Respondents erodes the Applicants
uniqueness of its goods and services. But lest I be misunderstood,
this is not
to say that the Applicants are the only players in the
ICT industry which enjoy substantial goodwill. Far from it, all I
serve
to point out is that there is a reason why
the
First Applicant is the second largest software company by revenue and
market capitalization in the world. The Second Applicant
is the
exclusive licensee of the First Applicant that is authorized to use
the Oracle trade mark in South Africa. Furthermore,
the First
Applicant is the ultimate parent company of the Second Applicant. The
Applicants uniqueness in the ICT space, therefore,
lies in those
facts.
[88]
Offending Company name – the Applicants
furthermore complain that the First Respondent’s company name
is an offending
company name in that it is too closely similar or
confusingly similar to the Applicants’ registered trade mark.
[89]
To this complaint, sections 11(2)(a), (b) and (c) of the Companies
Act No. 71 of 2008 (as amended by Act 3 of 2011) are
applicable. The
respective sections provide:
Sec
11. Criteria for names of companies
(1)
…
(2)
The name of a company must –
(a)
not be the same as –
(i)
the name of another company, domesticated company name, registered
external company, close corporation or co-operative.
(ii)
…
(iii)
a registered trade mark belonging to another person other than the
company, or a mark in respect of which an application
has been filed
in the Republic for registration as a trade mark or a well-known
trade mark as contemplated by
section 35
of the
Trade Marks Act, No.
194 of 1993
, unless the registered owner of that mark has consented
in writing to the use of the mark as the name of the company;
(b)
not be confusingly similar to a name, trade mark, mark, word or
expression contemplated in paragraph (a) unless –
(i)
in the case of names referred to in paragraph (a)(i), each company
bearing any such similar name is a member of the same
group of
companies;
(ii)
…
(iii)
in the case of a name similar to a trade mark or mark referred to in
paragraph (a)(iii), the company is the registered
owner of the
business name, trade mark or mark, or is authorised by the registered
owner to use it;
(c)
not falsely imply or suggest, or be such as would reasonably mislead
a person to believe incorrectly, that the company
–
(i)
is part of, associated with, any other person or entity.
[90]
In defence, the Second Respondent pleads that upon registration of
the First Respondent company name, he was not advised
by the CIPC
that the chosen name was either misleading, offending and/or
tantamount to infringement of a registered trade mark.
The Applicants
have an answer to this. They argue that the Registrar of Companies,
in their function of reserving names do not
consider or have
reference to third party marks on the register of trade marks. In
fact, the Registrars of Companies and Trade
marks are two separate
independent Registrars, without any cross-reference to each other in
the registration of either company
names or trade marks. This is why
a situation may arise of a company name registered by the Registrar
of Companies infringes on
a third-party right. The
Companies Act
acknowledges
this potentiality eventuating, hence the provision of
Section 160
and the specific remedies therein.
[91]
The Respondents rely on the same point of
section 160
of the
Companies Act and
its specific remedies and procedures available
therein to an applicant who wishes to raise a dispute in relation to
the registration
of a company name. In terms of those sections, the
Respondents submit that the Applicants had recourse to approach and
bring the
issue to the Companies Tribunal for adjudication. T
hat
the Applicants failed to bring the present dispute before the
Companies Tribunal, a body that is empowered to adjudicate over
the
present dispute, precludes them from claiming relief in terms of the
Companies Act. It
is the Respondents contention that the High Court
ought not to be approached as a forum of first instance in the
present matter,
but rather as an appellate body through which the
findings/decisions of the Companies Tribunal may be confirmed and/or
reviewed.
This is more so, especially in light of the fact that the
Applicants seek final interdictory relief. So, insofar as the
Respondents
are concerned, the Applicants’ issue is not ripe
justiciability in the High Court.
[92]
Section 160
of the
Companies Act provides
:
Sec
160.
Disputes concerning reservation or registration of company
names.
(1)
A person to whom a notice is delivered in terms
of this Act with respect to an application for reservation of a name,
registration
of a defensive name, application to transfer the
reservation of a name or the registration of a defensive name, or the
registration
of a company’s name, or any other person with an
interest in the name of a company, may apply to the Companies
Tribunal in
the prescribed manner and form for a determination
whether the name, or the reservation, registration or use of the
name, or the
transfer of any such reservation or registration of a
name, satisfies the requirements of this Act.
[93]
The Applicants disputes that to approach the
Companies Tribunal as a forum of first instance is not peremptory in
terms of the Act.
They point out that the section says the applicant
may
apply to the Companies Tribunal resolution on the company name
dispute. However, there is an election provided by section 156(c)
of
the same Act for it to seek relief in the High Court directly at
first instance. The backdrop of section 156(c) reads:
Sec 156. Alternative
procedures for addressing complaints or securing rights.
A person referred to in
section 157(1)
may
seek to address an alleged
contravention of this Act, or to enforce any provision of, or right
in terms of this Act, a company’s
Memorandum of Incorporation
or rules, or a transaction or agreement contemplated in this Act, the
company’s Memorandum of
Incorporation or rules, by –
(a)
Attempting to resolve any dispute with or within a
company through alternative dispute resolution in accordance with
Part C of this
Chapter;
(b)
Applying to the Companies Tribunal for
adjudication in respect of any matter for which such an application
is permitted in terms
of this Act;
(c)
Applying for appropriate relief to the
division of the High Court that has jurisdiction over the matter.
[94]
The Applicants contend that the appearance of the word
may
in both sections gives an applicant election to choose to which forum
it wishes prosecute its complaint in. Furthermore, the issues
raised
in this application are multi-faceted and some are not in the
adjudication jurisdiction of the Companies Tribunal. Thus,
if it were
to have first approached the Companies Tribunal in respect of the
issues it raises in this matter, there would be an
undesirable
delineation of different issues being decided in different fora but
occasioned by the same facts, and the consequence
thereon, being risk
of conflicting decisions in the decided aspects. I agree with the
Applicants on both points put up and for
another third reason of
which, ironically, arises from the Respondents own answering
affidavit.
[95]
I find that
section 160 does not preclude the Applicants from electing to pursue
seek relief in the High Court. Section 156(c) says
this much, and
vice-versa. Cloete J also held the same in
Global
Vitality Incorporated v Enzyme Process Africa (Pty) Limited and
Others.
[30]
The
third reason for agreeing with the Applicants is that
from my reading of section 160, the contemplation there is
that the
applicant whom is taking issue with the reservation or registration
of a name is, ‘
A
person to whom a notice is delivered in terms of this Act’
in
respect of the name in issue. It is the Second Applicant’s
version that it only became aware about the existence of the
First
Respondent in May 2019. The Second Respondent on the other hand
contends that when he incorporated the First Respondent on
11
th
April 2019, he was not informed by the CIPC that the Applicants had
registered trade marks on the name. He furthermore seems to
accept
that the Applicants only became aware of the First Respondent
existence in about the time they allege that they did. Therefore,
in
both versions, neither knew of the existence of the other at the time
of the First Respondent’s incorporation. Thus section
160
really, does not neatly apply in this situation.
[96]
I must say however, that for reasons which have
been already canvassed above, I am highly doubtful that the Second
Respondent did
not know about the registered trade mark name of the
Applicants. To the contrary, I am of the view that the incorporation
of the
First Respondent’s bearing of the Applicants trade mark
was deliberately calculated).
[97]
The Applicants contends that they have
demonstrated that the Respondents have infringed the First
Applicant’s registered Oracle
trade mark. Therefore, they are
necessarily entitled to an order compelling the First Respondent to
change the company’s
name. And in failure of it doing so, after
thirty days of the Respondents being ordered to do so, then the third
respondent be
ordered to unitarily change the First Respondent’s
company name to its enterprise registration number. I agree.
[98]
Abusive domain name –
the Applicants contend that the
domain name blackoracle.co.za incorporates the First Applicant’s
ORACLE trade mark in its
entirety and the domain name is clearly used
with the intention of promoting the business activities of the First
Respondent and
Second Respondent, the latter of whom, has failed to
provide explanation for the registration of this specific domain
name.
[99]
This, the Applicants contend, constitutes an abusive
abusive
registration as defined by the provisions of the Alternative Dispute
Resolution Regulation made under section 69 of the
Economic
Communications and Transactions Act No 25 of 2002
(“ECTA”)
.
They therefore seek an order directing the Second Respondent to
transfer the registered domain name blackoracle.co.za to the First
Applicant.
[100]
. The Respondents deny that the domain name blackoracle.co.za is
abusive.
[101]
In terms of the Alternative Dispute Resolution Regulations under the
ECTA, an abusive domain registration is defined
as follows:
‘
a
domain name which either –
(a)
has been used in a manner that takes unfair advantage of, or is
unfairly detrimental to the complainant’s rights;
or
(b)
was registered or otherwise acquired in such a manner which, at the
time when the registration or acquisition took place,
took unfair
advantage of or was unfairly detrimental to the complainant’s
rights’.
[102]
Regulation 4(1) provides specific factors which may indicate that a
domain name is an abusive registration. I am of
the view that
Regulation 4(1)(b) establishes the Applicants case in this respect.
The regulation reads:
‘
Evidence
of Abusive or Offensive Registration
4.
(1) Factors, which may indicate that the domain name is an abusive
registration include –
(a)
…
(b)
Circumstances indicating that the registrant is using, or has
registered, the domain in a way that leads people or businesses
to
believe that the domain name is registered to, operated, or
authorised by, or otherwise connected with the complainant’.
[103]
The Applicants have succeeded in proving their case that Respondents
have the Applicants
trade mark in several respects. The
inescapable likelihood of the average consumer associating the
Respondents goods and services
with that of the Applicants likewise
extends to the impression created by the domain too. However, this
test of whether a domain
name may constitute an abusive registration
is premised less on the consumer drawing or inferring this
association, but it rather
enquires into the surrounding
circumstances of that domain name registration itself. In this regard
the regulation is clear. It
is the conduct of the registrant of the
domain name that is to be scrutinised, and that is, whether he is
using, or has registered,
the domain name in a way that leads people
or businesses to believe that the domain name is registered to,
operated, or authorised
by, or otherwise connected with the
complainant. I have already opined on this substantively. I believe
that the impression of
this belief was intentional on the part of the
Second Respondent. Here too the Applicants succeeds in its prayer for
the relief
sought.
[104]
Unlawful competition –
the Applicants contend that the
affiliation made by the Respondents, both through the offending
company name and in their own submissions
of the Applicants trade
mark use in the course of their trade without authorization by the
Applicants constitutes unlawful competition
vis-à-vis its
competitors. The Applicants rely on the Consumer Protection Act No.
68 of 2008
(“CPA”)
for this contention.
[105]
The relevant sections the Applicants rely on in the CPA provide as
follows:
False,
misleading, or deceptive representations
Sec
41.
(1) In relation to the marketing of any goods or services,
the supplier must not by words or conduct-
(a)
directly or indirectly express or imply a false, misleading, or
deceptive representation concerning a material fact to
a consumer;
Sec
41.
(3)(a) – without limiting the generality of subsections
(1) and (2), it is a false, misleading, or deceptive representation
to falsely state or imply, or fail to correct and apparent
misapprehension on the part of a consumer to the effect, that the
supplier
of any goods or services has any particular status,
affiliation, connection, sponsorship or approval that they do not
have.”
[106]
The Applicants have succeeded in proving all elements of trade mark
infringement save for the physical identity of the
two marks.
Furthermore, they have succeeded in proving on a balance of
probabilities that the Respondents unauthorized use of their
trade
mark in their course of trade in the same supply of goods and
services such as that of the Applicant is likely to deceive
or
confuse. I have held that both statutory breaches exist. The
Applicants have furthermore succeeded in establishing that they
enjoy
substantial goodwill, and that the Respondents are passing-off their
trade mark. The association link between the Respondents
goods and
services and likely confusion with as being those of the Applicants
or bearing the same source or origin has been well
established. I
have also held that the misrepresentation is deliberate and
calculated. Thus, it only logically flows that the Respondents
are
also guilty of unlawful competition.
[107]
A last but miscellaneous point that the Respondents have raised is
that they are being unfairly targeted by the Applicants
with no
justification. The Respondents contend that the are many entities
that bear the Oracle trade mark, of which the Applicants
have not
sued on similar grounds. To support this contention, the Second
Respondent attached a CIPC search of all entities bearing
the word
“Oracle” in their company names. The CIPC search revealed
that a significant number of companies bearing the
same Oracle trade
mark in their company names. The Respondents argues that this proves
both the popularity of the word Oracle and
its common use in the
English language. This argument takes the Respondents defence
nowhere. It is not in the mere use or borrowing
of another’s
entity trade mark to a company’s name that establishes trade
mark infringement. More is required. The
trade mark infringement is
established in the unauthorized use of Company’s A trade mark
by Company B in the course of their
trade which offers the same goods
and services as Company A so as to be likely to confuse or deceive.
The Respondent has not put
up a single example where it is alleged
that their same infringement is found. A simple browse through the
list it provided, in
my view, I do not think that they could have.
For instance, “Oracle Financial Management”, “Oracle
Gas”,
“Oracle Medical” are all company names which
bear the word “Oracle” in their respective company’s
name and style but none of which could be confused with the
Applicants’ trade mark. The same applies to the rest of the
examples provide by the Respondents’ list.
[108]
Relying on
Golden
Fried Chicken (Pty) Ltd v Soul Chicken Restaurant
[31]
,
the Respondents closed off with that the Applicants have failed to
put up a proper case for the relief sought in the Notice of
Motion
and that its application must be dismissed with costs. According to
the Respondents own admissions to the trade mark infringement
and
quite pertinently, enjoying unauthorized use of the Applicants’
trade mark Oracle in its company name and style, and
in the same
scope of commercial trading in which it is directly competing with
the Applicant in the supply of the same goods and
services, there is
no sense in this argument.
[109]
In the circumstances, I make the following order:
1.
It is declared that the use by the First and Second Respondent of the
name Black Oracle / Black Oracle Consortium / Black
Oracle Consortium
(PTY) LTD in relation to its activities as an association of black
owned small and medium sized information technology
(IT) businesses:
1.1.
Infringe on the First’s Applicant’s registered trade mark
No.s: 1982/05501-2; 1984/03372; 2012/11162; 2012/13283-5;
and
2015/18752 ORACLE in terms of section 34(1)(a) and (b) of the Trade
Marks Act, No.194 of 1993
(“the Act”)
; and
1.2.
constitutes passing-off of the common law rights which the First
Applicant owns in its well-known Oracle mark.
2.
The First and Second Respondent are interdicted and restrained from
infringing in terms of section 34(1)(a) and (b) of
the Act the First
Applicant’s registered trade mark No.s: 1982/05501-2;
1984/03372; 2012/11162; 2012/13283-5; and 2015/18752
ORACLE by using
in relation to any of the gods and services for which the trade marks
are registered, the trade mark BLACK ORACLE
/ BLACK ORACLE CONSORTIUM
/ BLACK ORACLE CONSORTIUM (PTY) LTD, or any other mark so nearly
resembling the First’s Applicant’s
aforementioned trade
mark as to be likely to deceive or cause confusion.
3.
The First and Second Respondents are interdicted and restrained from
passing-off itself and any of its goods and services
as that of the
Applicants by making unauthorized use in the course of trade of the
name BLACK ORACLE / BLACK ORACLE CONSORTIUM
/ BLACK ORACLE CONSORTIUM
(PTY) LTD.
4.
The First and Second Respondents are interdicted and restrained from
competing unlawfully with the Applicants by directly
or indirectly
expressing or implying through words or conduct any false, misleading
or deceptive representations concerning a material
fact (including
specifically its claims and accusations outlined in paragraphs 6.27 –
6.28.3.1 of the Applicants’ Founding
Affidavit herein as well
as that some business connection, association, endorsement,
affiliation, approval, or relationship between
the Applicants and the
First and/or Second Respondents otherwise which do not exist) in
terms of the provisions of
sections 41(1)(a)
and
41
(3) of the
Consumer Protection Act, No. 68 of 2008
.
5.
The First and Second Respondents are hereby ordered to remove the
infringing BLACK ORACLE / BLACK ORACLE CONSORTIUM / BLACK
ORACLE
CONSORTIUM (PTY) LTD mark from all its material (both digital and
hardcopy) and where it is inseparable or incapable of
being removed
from its material, such material is hereby ordered to be delivered to
the Applicants for destruction.
6.
The Second Respondent is hereby ordered to transfer to the First
Applicant the domain name
blackoracle.co.za
.
6.1.
Should the Second Respondent fail to transfer the domain name
blackoracle.co.za
to the First Applicant within thirty (30)
days of the date of this Order, the Fourth Respondent is hereby
ordered to transfer unilaterally
the domain name to the First
Applicant for its acceptance thereof as Registrant.
7.
The First Respondent is hereby ordered to change its name by making
application to the Third Respondent as soon as possible
after the
date of this order by excluding the term ORACLE (or any name
confusingly similar thereto) therefrom.
7.1.
Should the First Respondent fail to change is name within thirty (30)
days of this Order, the Third Respondent is hereby
ordered to change
the First Respondent’s name unilaterally to its enterprise
registration number, i.e., 2019/186603/07.
8.
It is directed that the question of the quantum of damages or a
reasonable royalty
in lieu
of damages in terms of the
provisions of sections 34(3)(b) of the Act, which the First and
Second Respondent are liable to pay
jointly and/or severally with one
absolving the other, is postponed for investigation and determination
on a date to be arranged
with the Registrar of this Court.
9.
Should the Applicants wish to proceed with a claim for damages, or a
reasonable royalty, the present application is to
stand as a Summons
and the Applicants as Plaintiffs are required to serve and file
Particulars of Claim upon the Respondents.
10.
The First and Second Respondent are liable to pay jointly and/or
severally with one absolving the other costs of suit.
FLATELA
LULEKA
JUDGE
OF THE HIGH COURT
GAUTENG
DIVISION
This
Judgment was handed down electronically by circulation to the
parties’ and or parties’ representatives by email
and by
being uploaded to CaseLines. The date and time for the hand down is
deemed to be 10h00 on 10 October
2023
Counsel
for Applicants:
P Cirone instructed
by Spoor & Fisher
Counsel
for the Respondents: JDB Themane instructed by
Kunene & CO
Date
of Hearing:
21 February 2023
Date
of Judgement:
10 October 2023
[1]
Infringement
of registered trade mark
34.
(1)
‘The rights acquired by registration of a trade mark
shall be infringed by—
(a)
the unauthorized use in the course of trade in relation to goods or
services in respect of which the trade mark is registered,
of an
identical mark or of a mark so nearly resembling it as to be likely
to deceive or cause confusion.’
[2]
11.(2)
T
he
name of a company must-
(a)
not be the same as –
(i)
the name of another company,
domesticated company, registered external company, close corporation
or co-operative;
(ii)
a name registered for the use of a
person, other than the company itself or a person controlling the
company, as a defensive name
in terms of
section 12
(9),
or as a business name in terms of the Business Names Act, 1960 (Act
No. 27 of 1960), unless the registered user of that defensive
name
or business name has executed the necessary documents to transfer
the registration in favour of the company;
(iii)
a registered trade mark belonging to a
person other than the company, or a mark in respect of which an
application has been filed
in the Republic for registration as a
trade mark or a well-known trade mark as contemplated in section 35
of the Trade Marks
Act, 1993 (Act No. 194 of 1993), unless the
registered owner of that mark has consented in writing to the use of
the mark as
the name of the company; or
(iv)
a mark, word or expression the use of
which is restricted or protected in terms of the Merchandise Marks
Act, 1941 (Act No. 17
of 1941), except to the extent permitted by or
in terms of that Act;
(b)
not be confusingly similar to a name, trade
mark, mark, word or expression
contemplated in paragraph (a)
[3]
PepsiCo
Inc v Atlantic Industries
2017 BIP 122 (SCA).
[4]
Ibid, para 20.
[5]
Passage extracted from definition
(xxiii)
in the Trade mark Act.
[6]
Section
9. (1)
of the Act.
[7]
Plascon-Evans
Paints Ltd v Van Riebeeck Paints (Pty) Ltd
1984 (3) SA 623 (A)
[8]
Century
City Apartments Property Services CC & another v Century City
Property Owners’ Association
2010(3) SA 1 (SCA).
[9]
Id
at
para 7.
[10]
Yuppiechef
Holdings (Pty) Ltd v Yuppie Gadgets Holdings (Pty) Ltd
(1088/2015)
2016
ZASCA 118
[11]
Id
at
para 14.
[12]
John
Craig (Pty) Ltd v Dupa Clothing Industries
(Pty)
Ltd 1977 3 SA 144(T).
[13]
Orange
Brand Services V Account Works Software
970/12
2013 SCA 158. Para 13 and 16.
[14]
Searles
Industrials Pty Ltd v International Power Marketing (Pty) Ltd
1982 4 SA 123 (T) 127 D
[15]
Yair
Shimansky v Browns the Diamond Store
[9/2014] [2014] ZASCA 214
[16]
New
Media Publishing
(
Pty
)
Ltd
v Eating Out Web Services CC
2005
(5) SA 388 (C)
[17]
LTJ
Diffusion SA v Sadas Vertbaudet SA
[2003]
ETMR 83
(European Trade Mark Reports)
[18]
Ibid,
para 50.
[19]
Ibid, para 51.
[20]
Capital
Estate & General Agencies (Pty) Ltd and Others v Holiday Inns &
Others
(supra)
at 929E;
Royal
Beech-Nut (Pty) Ltd t/a Manhattan Confectioners v United Tobacco Co
Ltd t/a Willards Foods
(supra)
at 126I
[21]
Sabel
BV v Puma
[1998]
RPC 199
[22]
Adidas
AG v Pepkor Retail Ltd
[2013] ZASCA para 21,
Distell
Ltd v KZN Wine and Spirits CC
[2013] ZAKZNHC 25 para 10,
Cowbell
v ICS H Holdings Ltd
[2001] JOL 8089(A)
[23]
Plascon-Evans
Paints Ltd v Van Riebeeck Paints (Pty) Ltd
[1984]
ZASCA 51
;
1984 (3) SA 623
(A) at 641A-E;
National
Brands
Ltd v Blue Lion Manufacturing (Pty) Ltd
[2001]
ZASCA 17
;
2001 (3) SA 563
(SCA) (
National
Brands
)
para 6;
Cowbell
AG v ICS Holdings Ltd
[2001]
ZASCA 18
;
2001 (3) SA 941
(SCA) paras 10-15;
Puma
AG Rudolph Dassler Sport v Global Warming (Pty) Ltd
[2009]
ZASCA 89
;
2010 (2) SA 600
(SCA) paras 8-9 and
Century
City Apartments Property Services CC & another v Century City
Property Owners’ Association
[2009] ZASCA 157
;
2010 (3) SA 1
(SCA) para 13.
[24]
Yuppiechef
Holdings (Pty) Ltd v Yuppie Gadgets Holdings (Pty) Ltd, para 26.
[25]
Roodezandt
Ko-operatiewe Wynmakery Ltd v Robertson Winery (Pty) Ltd &
another
(503/13)
[2014] ZASCA 173
[26]
Global
Vitality Incorporated v Enzyme Process Africa (Pty) Limited and
Others
(20884/2013)
[2015] ZAWCHC 111
, para 16.
[27]
Caterham
Car Sales & Coachworks Ltd v Birkin Cars (Pty) Ltd and Another
[1998] ZASCA 44
;
1998
(3) SA 938
(SCA) at 950E-F
[28]
Royal
Beech-Nut (Pty) Ltd t/a Manhattan Confectioners v United Tobacco Co
Ltd t/a Willards Foods
[1992] ZASCA 113
;
1992
(4) SA 118
(A) at 122C-D
[29]
Capital
Estate & General Agencies (Pty) Ltd & Others v Holiday Inns
& Others
(supra
)
at
929C-D
[30]
Global Vitality Incorporated v Enzyme Process Africa (Pty) Limited
and Others (20884/2013)
[2015] ZAWCHC 111
, paras 77 – 79.
[31]
Golden
Fried Chicken (Pty) Ltd v Soul Kitchen Restaurant
(14634/2021)
[2022] ZAWCHC 21
;
[2022] 4 All SA 768
(WCC); 2022 BIP
417 (WCC)
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