OPPOSITION DIVISION
OPPOSITION No B 2 811 845
Kuka Roboter GmbH, Zugspitzstr. 140, 86165 Augsburg, Germany (opponent),
represented by Birgit Maneth, Brienner Straße 29, 80333 Munich, Germany
(professional representative)
a g a i n s t
Fortech SRL, Meteor Street no 78/2, 3400 Cluj-Napoca, Romania (applicant),
represented by S.C. Weizmann Ariana & Partners Agentie de Proprietate
Intelectuala S.R.L., str. 11 Iunie, nr. 51, sc. A, etaj 1, ap. 4, sector 4, 040171
Bucharest, Romania (professional representative).
On 10/10/2017, the Opposition Division takes the following
DECISION:
1. Opposition No B 2 811 845 is partially upheld, namely for the following
contested services:
Class 35: Retail services of computer software.
Class 42: Computer programming and computer software design;
providing information on design and development of computer
software, systems and networks; development of solutions for
computer applications software; website design; creating and
maintaining websites for smartphones and tablets; quality
checking and testing; testing of computer programs, software
and hardware; testing of telecommunication signals; website
usability testing services; services for the development of
methods of testing; consultancy on the testing of computer
applications; development and testing of computing methods,
algorithms and software; research relating to computer
programming; research relating to data processing; research,
development, design and upgrading of computer software;
security, protection, it consultancy, advisory and information
services; information technology (it) consultancy; computer
services concerning electronic data storage; software
engineering services for data processing programs;
development and creation of computer programs for data
processing; server administration; management of websites
and online hosting for others; graphic design; design and
graphic arts design for the creation of web pages on the
internet; computer software programs for electronic language
translation dictionaries and databases; design and
development of electronic language translation dictionaries
and databases; installation, implementation, maintenance and
repair services in the field of computer software; provision of
databases in the field of information technology, computers
and computer systems; consulting in computers, computer
systems and computer systems design; computing services,
Decision on Opposition No B 2 811 845 page: 2 of 10
including computer system design and development for third
parties; information technology consulting; computer software
development for others; technical project planning;
development of educational materials for third parties in the
field of computer software applications’ development and use
and in the field of using of business and commercial activities
on computer software applications; consulting services on
cloud computing; programming of operating software for
accessing and using a cloud computing network; technical
support services, including remote and on-site infrastructure
management services for monitoring, administration and
management of public and private cloud computing it and
application systems; mobility software services, namely
development of software for mobile applications including
custom, packaged or hosted client, client/server, and cloud-
based solutions, including support for all the aforesaid
services; conducting of high-level operating systems and
cloud platforms.
2. European Union trade mark application No 15 599 376 is rejected for all the
above services. It may proceed for the remaining services.
3. Each party bears its own costs.
As from 01/10/2017, Regulation (EC) No 207/2009 and Regulation (EC) No 2868/95
have been repealed and replaced by Regulation (EU) 2017/1001 (codification),
Delegated Regulation (EU) 2017/1430 and Implementing Regulation (EU)
2017/1431, subject to certain transitional provisions. All the references in this
decision to the EUTMR, EUTMDR and EUTMIR shall be understood as references to
the Regulations currently in force, except where expressly indicated otherwise.
REASONS:
The opponent filed an opposition against some of the services of European Union
trade mark application No 15 599 376, namely against some of the services in
Class 35 and all the services in Class 42. The opposition is based on international
trade mark registration No 1 244 791 designating the European Union. The opponent
invoked Article 8(1)(b) EUTMR.
LIKELIHOOD OF CONFUSION – ARTICLE 8(1)(b) EUTMR
A likelihood of confusion exists if there is a risk that the public might believe that the
goods or services in question, under the assumption that they bear the marks in
question, come from the same undertaking or, as the case may be, from
economically linked undertakings. Whether a likelihood of confusion exists depends
on the appreciation in a global assessment of several factors, which are
interdependent. These factors include the similarity of the signs, the similarity of the
goods and services, the distinctiveness of the earlier mark, the distinctive and
dominant elements of the conflicting signs and the relevant public.
Decision on Opposition No B 2 811 845 page: 3 of 10
a) The goods and services
The goods and services on which the opposition is based are the following:
Class 7: Industrial robots; material treatment and production machines; motors
and engines (except for land vehicles); generic machine parts, namely
engines or powertrains for industrial robots, pneumatic or hydraulic
controls for machines, motors and engines, robotic arms; machines for
gripping, moving and positioning mechanical components and/or tools;
parts and accessories of the above-mentioned goods, included in this
class.
Class 9: Measuring, detecting and monitoring instruments, devices and
controllers; apparatus for scientific research and laboratory; teaching
apparatus and simulators; parts and accessories of the aforementioned
goods, included in this class; apparatus and instruments for conducting,
switching, transforming, accumulating, regulating, controlling and
distributing electricity; apparatus and instruments for controlling and
regulating machines, manufacturing plants, robots; testing apparatus
and instruments; test benches; computers; computer programs,
recorded; computer programs as downloadable software; measuring
apparatus; electric, electronic control devices for operating machines
and tools.
Class 42: Scientific and technological services; research and design relating
thereto, particularly concerning robotics; industrial analysis and research
services, particularly concerning robotics; design and development of
computer hardware and software.
The contested services are the following:
Class 35: Retail services of computer software; business analysis, research and
information services; compilation of information into computer
databases; systemisation of information into computer databases;
consultancy on market research and market studies.
Class 42: Computer programming and computer software design; providing
information on design and development of computer software, systems
and networks; development of solutions for computer applications
software; website design; creating and maintaining websites for
smartphones and tablets; quality checking and testing; testing of
computer programs, software and hardware; testing of
telecommunication signals; website usability testing services; services
for the development of methods of testing; consultancy on the testing of
computer applications; development and testing of computing methods,
algorithms and software; research relating to computer programming;
research relating to data processing; research, development, design
and upgrading of computer software; security, protection, it consultancy,
advisory and information services; information technology (it)
consultancy; computer services concerning electronic data storage;
software engineering services for data processing programs;
development and creation of computer programs for data processing;
server administration; management of websites and online hosting for
others; graphic design; design and graphic arts design for the creation
of web pages on the internet; computer software programs for electronic
Decision on Opposition No B 2 811 845 page: 4 of 10
language translation dictionaries and databases; design and
development of electronic language translation dictionaries and
databases; installation, implementation, maintenance and repair
services in the field of computer software; provision of databases in the
field of information technology, computers and computer systems;
consulting in computers, computer systems and computer systems
design; computing services, including computer system design and
development for third parties; information technology consulting;
computer software development for others; technical project planning;
development of educational materials for third parties in the field of
computer software applications’ development and use and in the field of
using of business and commercial activities on computer software
applications; consulting services on cloud computing; programming of
operating software for accessing and using a cloud computing network;
technical support services, including remote and on-site infrastructure
management services for monitoring, administration and management
of public and private cloud computing it and application systems;
mobility software services, namely development of software for mobile
applications including custom, packaged or hosted client, client/server,
and cloud-based solutions, including support for all the aforesaid
services; conducting of high-level operating systems and cloud
platforms.
An interpretation of the wording of the lists of goods and services is required to
determine their scope of protection.
The terms ‘including’ and ‘particularly’, used in the applicant’s and opponent’s lists of
goods and services, indicate that the specific services are only examples of items
included in the category and that protection is not restricted to them. In other words,
they introduce a non-exhaustive list of examples (on the use of 'in particular', which
has the same function as ‘including’ and ‘particularly’, see a reference in judgment of
09/04/2003, T-224/01, Nu-Tride, EU:T:2003:107).
However, the term ‘namely’, used in the applicant’s and in the opponent’s lists of
goods and services to show the relationship of individual goods and services with a
broader category, is exclusive and restricts the scope of protection only to the
specifically listed goods and services.
As a preliminary remark, it is to be noted that according to Article 28(7) EUTMR,
goods or services are not regarded as being similar or dissimilar to each other on the
ground that they appear in the same or different classes under the Nice
Classification.
The relevant factors relating to the comparison of the goods or services include, inter
alia, the nature and purpose of the goods or services, the distribution channels, the
sales outlets, the producers, the method of use and whether they are in competition
with each other or complementary to each other.
Contested services in Class 35
Retail services concerning the sale of particular goods are similar to a low degree to
those particular goods. Although the nature, purpose and method of use of these
goods and services are not the same, they have some similarities, as they are
complementary and the services are generally offered in the same places where the
goods are offered for sale. Furthermore, they target the same public. Therefore, the
Decision on Opposition No B 2 811 845 page: 5 of 10
contested retail services of computer software are similar to a low degree to the
opponent’s computer programs, recorded.
The contested business analysis, research and information services; consultancy on
market research and market studies are provided by consultants or specialised
companies, which analyse their clients’ markets and provide all the necessary
information and advice to help them develop a business or marketing strategy to
achieve the business goals of their clients or to maximise the sales or market
presence of their products and services. Therefore, they are dissimilar to all the
opponent’s goods in Classes 7 and 9, which are essentially industrial robots,
mechanical devices, instruments and apparatus, computers and software. They are
also dissimilar to all the opponent’s services in Class 42, which are largely technical
services relating to robotic goods as well as other, highly specialised, scientific
services. The aforementioned contested services are business-related services that
are provided in entirely different areas to those of the opponent’s goods and services.
Even though both the contested services and the opponent’s services relate to
analysis and research, they have clearly different purposes and methods of use.
Furthermore, the contested services and the opponent’s goods and services are
provided by completely different undertakings and offered/provided through different
distribution channels. They are not complementary to or in competition with each
other and the relevant publics are completely different. The opponent’s arguments in
this regard are therefore not well founded.
The same conclusion holds true for the contested compilation of information into
computer databases; systemisation of information into computer databases, which,
despite the possible use of computers, databases and/or software in accomplishing
such activities, are administrative and clerical tasks falling within the broader
category of office functions. They are neither part of nor related to design and
development of computer software. Therefore they are dissimilar to all the opponent’s
goods and services and the opponent’s arguments in this regard must be set aside.
Contested services in Class 42
The contested computer programming and computer software design; development
of solutions for computer applications software; website design; creating and
maintaining websites for smartphones and tablets; development and testing of
computing methods, algorithms and software; research relating to computer
programming; research relating to data processing; research, development, design
and upgrading of computer software; software engineering services for data
processing programs; development and creation of computer programs for data
processing; computer software programs for electronic language translation
dictionaries and databases; design and development of electronic language
translation dictionaries and databases; computer software development for others;
programming of operating software for accessing and using a cloud computing
network; mobility software services, namely development of software for mobile
applications including custom, packaged or hosted client, client/server, and cloud-
based solutions, including support for all the aforesaid services are included in the
broad category of, or overlap with, the opponent’s design and development of
computer software. Therefore, they are identical.
The contested quality checking and testing; technical project planning; testing of
telecommunication signals; services for the development of methods of testing are
included in the broad category of, or overlap with, the opponent’s scientific and
technological services. Therefore, they are identical.
Decision on Opposition No B 2 811 845 page: 6 of 10
The contested providing information on design and development of computer
software, systems and networks; it security, protection, consultancy, advisory and
information services; information technology (it) consultancy; information technology
consulting; consulting in computers, computer systems and computer systems
design; computing services, including computer system design and development for
third parties; consulting services on cloud computing are similar to a high degree to
the opponent’s design and development of computer hardware and software. They
have the same purpose or similar purposes, can have the same method of use and
are typically offered in combination with each other, even where they are not
complementary. Furthermore, they target the same relevant public through the same
distribution channels and typically have the same providers.
Similarly, the contested testing of computer programs, software and hardware;
website usability testing services; consultancy on the testing of computer
applications; computer services concerning electronic data storage; provision of
databases in the field of information technology, computers and computer systems;
server administration; management of websites and online hosting for others;
installation, implementation, maintenance and repair services in the field of computer
software; technical support services, including remote and on-site infrastructure
management services for monitoring, administration and management of public and
private cloud computing it and application systems; conducting of high-level
operating systems and cloud platforms are IT services (i.e. they have the same
nature as the opponent’s services) that can have the same method of use and the
same providers as the opponent’s design and development of computer hardware
and software. Furthermore, they target the same relevant public and can be offered
in combination with each other. They may also have the same distribution channels.
Therefore, they are similar.
In the software development business, it is not unusual for companies offering such
services as their core business to complement them with auxiliary activities such as
the contested graphic design, development of educational materials for third
parties in the field of computer software applications’ development and use and in
the field of using of business and commercial activities on computer software
applications; design and graphic arts design for the creation of web pages on the
internet; these are closely related to tasks involved in the development of
applications, such as gathering the business requirements of the programs to be
developed, designing the user interfaces and icons of programs or applications, and
training the potential users of the applications being created, to name only a few. This
is typical in this market so as to offer clients or companies contracting such services
‘turnkey’ projects. Therefore, the contested development of educational materials for
third parties in the field of computer software applications’ development and use and
in the field of using of business and commercial activities on computer software
applications; design and graphic arts design for the creation of web pages on the
internet are at least similar to a low degree to the opponent’s design and
development of computer software, as they can have the same providers and
relevant public.
b) Relevant public — degree of attention
The average consumer of the category of products concerned is deemed to be
reasonably well informed and reasonably observant and circumspect. It should also
be borne in mind that the average consumer’s degree of attention is likely to vary
according to the category of goods or services in question.
Decision on Opposition No B 2 811 845 page: 7 of 10
In the present case, the services found to be identical or similar to varying degrees
are directed at business customers with specific professional knowledge or expertise
(telecommunications engineers, researchers, IT experts, etc.). The degree of
attention may vary from average to high, depending on the nature and type of
services concerned, and, in particular, due to the highly technical nature, specificity
and high price of some of these services, as well as the infrequency with which they
are purchased.
c) The signs
FORTEC
Earlier trade mark Contested sign
The relevant territory is the European Union.
The global appreciation of the visual, aural or conceptual similarity of the marks in
question must be based on the overall impression given by the marks, bearing in
mind, in particular, their distinctive and dominant components (11/11/1997, C-251/95,
Sabèl, EU:C:1997:528, § 23).
The unitary character of the European Union trade mark means that an earlier
European Union trade mark can be relied on in opposition proceedings against any
application for registration of a European Union trade mark that would adversely
affect the protection of the first mark, even if only in relation to the perception of
consumers in part of the European Union (18/09/2008, C-514/06 P, Armafoam,
EU:C:2008:511, § 57). This applies by analogy to international registrations
designating the European Union. Therefore, a likelihood of confusion for only part of
the relevant public of the European Union is sufficient to reject the contested
application.
The earlier sign ‘FORTEC’ is meaningless in certain territories, for example, in those
countries where English or French is spoken. Consequently, the Opposition Division
finds it appropriate to focus the comparison of the signs on the English- and French-
speaking parts of the public such as the public in the United Kingdom, Ireland and
France.
The earlier sign consists of a single word, ‘FORTEC’, which has no meaning for the
relevant public.
The contested sign is a figurative mark consisting of the word ‘FORTECH’ written in
upper case letters using a standard dark blue font. This word is followed by a red
square that acts as a full stop.
The element ‘FORTECH’ of the contested sign has no meaning for the relevant
public and is, therefore, distinctive.
The element ‘FORTECH’ in the contested sign is the dominant element, as it
overshadows the figurative element of the red dot, which is barely perceptible.
Decision on Opposition No B 2 811 845 page: 8 of 10
Visually, the signs coincide in the sequence of letters ‘FORTEC*’. They differ only in
the last letter of the contested sign, ‘H’, the red dot after it and the minimal stylisation
of the contested sign (the colours and font used).
Therefore, the signs are visually highly similar.
Aurally, irrespective of the different pronunciation rules in different parts of the
relevant territory, the pronunciation of the signs coincides in the sound of the letters
‛FORTEC’, present identically in both signs. In the relevant territory (English- and
French-speaking countries), the presence of the final ‘H’ in the contested sign will
have no effect on the pronunciation. Therefore, the signs are aurally identical.
Conceptually, neither of the signs has a meaning for the public in the relevant
territory. Since a conceptual comparison is not possible, the conceptual aspect does
not influence the assessment of the similarity of the signs.
As the signs have been found similar in at least one aspect of the comparison, the
examination of likelihood of confusion will proceed.
d) Distinctiveness of the earlier mark
The distinctiveness of the earlier mark is one of the factors to be taken into account
in the global assessment of likelihood of confusion.
The opponent did not explicitly claim that its mark is particularly distinctive by virtue
of intensive use or reputation.
Consequently, the assessment of the distinctiveness of the earlier mark will rest on its
distinctiveness per se. In the present case, the earlier trade mark as a whole has no
meaning for any of the goods and services in question from the perspective of the
public in the relevant territory. Therefore, the distinctiveness of the earlier mark must
be seen as normal.
e) Global assessment, other arguments and conclusion
Likelihood of confusion covers situations where the consumer directly confuses the
trade marks themselves, or where the consumer makes a connection between the
conflicting signs and assumes that the goods/services covered are from the same or
economically linked undertakings.
Evaluating likelihood of confusion implies some interdependence between the
relevant factors and, in particular, a similarity between the marks and between the
goods or services. Therefore, a lesser degree of similarity between goods and
services may be offset by a greater degree of similarity between the marks and vice
versa (29/09/1998, C-39/97, Canon, EU:C:1998:442, § 17).
The contested services are partly identical or similar to varying degrees and partly
dissimilar. The earlier mark has a normal degree of distinctiveness.
As set out in section c), the visual and aural elements in common between the signs
are overwhelming and ultimately render the conflicting signs visually highly similar
and aurally identical.
Decision on Opposition No B 2 811 845 page: 9 of 10
Account is taken of the fact that average consumers rarely have the chance to make
a direct comparison between different marks, but must trust in their imperfect
recollection of them (22/06/1999, C-342/97, Lloyd Schuhfabrik, EU:C:1999:323,
§ 26). Even consumers who pay a high degree of attention need to rely on their
imperfect recollection of trade marks (21/11/2013, T-443/12, ancotel, EU:T:2013:605,
§ 54).
Considering all the above, the Opposition Division finds that there is a likelihood of
confusion on the part of the English- and French-speaking parts of the public and
therefore the opposition is partly well founded on the basis of the opponent’s
international trade mark registration designating the European Union. As stated
above in section c) of this decision, a likelihood of confusion for only part of the
relevant public of the European Union is sufficient to reject the contested application.
It follows from the above that the contested trade mark must be rejected for the
services found to be identical or similar to those of the earlier trade mark. Taking into
account the principle of interdependence, the contested trade mark must be rejected
even for those services found to be similar to a low degree.
The rest of the contested services are dissimilar. As similarity of goods and services
is a necessary condition for the application of Article 8(1) EUTMR, the opposition
based on this article and directed at these services cannot be successful.
COSTS
According to Article 109(1) EUTMR, the losing party in opposition proceedings must
bear the fees and costs incurred by the other party. According to
Article 109(3) EUTMR, where each party succeeds on some heads and fails on
others, or if reasons of equity so dictate, the Opposition Division will decide a
different apportionment of costs.
Since the opposition is successful only for part of the contested services, both parties
have succeeded on some heads and failed on others. Consequently, each party has
to bear its own costs.
The Opposition Division
Ana MUÑIZ RODRIGUEZ Fabián GARCIA QUINTO Zuzanna STOJKOWICZ
According to Article 67 EUTMR, any party adversely affected by this decision has a
right to appeal against this decision. According to Article 68 EUTMR, notice of appeal
must be filed in writing at the Office within two months of the date of notification of
this decision. It must be filed in the language of the proceedings in which the decision
subject to appeal was taken. Furthermore, a written statement of the grounds of
Decision on Opposition No B 2 811 845 page: 10 of 10
appeal must be filed within four months of the same date. The notice of appeal will be
deemed to be filed only when the appeal fee of EUR 720 has been paid.