Bonnie L. Hemenway (BH 2246)

Barbra S. Levy (BL 3306)

JONES, DAY, REAVIS & POGUE

599 Lexington Avenue

New York, New York 10022

(212)326-3939

Attorneys for Plaintiffs

 

 

UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF NEW YORK

 

STARBUCKS CORPORATION, a

Washington corporation; and STARBUCKS

U.S. BRANDS, INC., a California

corporation,

 

                Plaintiffs,

       v.

 

WOLFE'S BOROUGH COFFEE, INC., a

New Hampshire corporation, dba BLACK

BEAR MICRO ROASTERY,

 

                Defendant.

 

 

No. Ol-CV-5981 (LTS) (THK)

 

PLAINTIFFS' INITIAL DISCLOSURES

PURSUANT TO RULE 26(a)(l) OF THE

FEDERAL RULES OF CIVIL PROCEDURE

 

 

 

     Plaintiffs Starbucks Corporation and Starbucks U.S. Brands Corporation (named herein as "Starbucks U.S. Brands, Inc.") (collectively "Starbucks"), by and through their attorneys, hereby submit their Initial Disclosures pursuant to Rule 26(a)(l) of the Federal Rules of Civil Procedure. Starbucks reserves the right to supplement and change these disclosures as discovery proceeds. The inclusion of documents in this disclosure statement shall not be construed to waive: (i) the attorney-client privilege and/or the work-product doctrine, either generally or as they may attach to particular documents, or (ii) the admissibility of these documents in this case.

 

1.              Rule 26(a)(1)(A) Disclosures:

 

                To date, Starbucks has identified the following individuals who may have  discoverable information that Starbucks may use to support its claims and defenses in this case. Depending on the results of discovery and on the evidence introduced at trial, Starbucks reserves the right to introduce further witnesses at trial.

 

Name. Address & Telephone Number

Subject of Information

Sheri Marzolf

 

Vice President, Visual Communications /

Integration

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

Telephone: (206)318-1575

Starbucks' rights in the STARBUCKS and

STARBUCKS COFFEE marks (collectively the "Starbucks Marks"), including the adoption of the Starbucks Marks, the nature and extent of Starbucks' use of the Starbucks Marks, and the advertising and promotion of the Starbucks Marks

Aimee Mahan

 

Senior Paralegal

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

Telephone: (206)318-1575

Establish ownership of the Starbucks marks

Marc Schonland

 

Vice President, Green Coffee

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

Telephone: (206)318-1575

Process of choosing and preparing high

quality coffee beans sold by Starbucks under the Starbucks Marks

 

 

2.              Rule 26(a)(1)(B) Disclosures:

 

Category Description

 

Location

Documents relating to the validity of the Starbucks Marks

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

Documents relating to the nature and extent of Starbucks' use of the Starbucks Marks

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

Documents establishing ownership of the

Starbucks Marks

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

Documents relating to the advertising and

promotion of the Starbucks Marks

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

Correspondence between plaintiffs and

defendant

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

Correspondence between counsel for plaintiff and defendant

Jones, Day, Reavis & Pogue

555 West Fifth Street

Suite 4600

Los Angeles, California 90013

Telephone:   (213)489-3939

Fax:              (213) 243-2539

Exemplars of the packaging used by

defendant in connection with its "Charbucks Blend" product

Starbucks Corporation

2401 Utah Avenue South, S-LA1

Seattle, Washington 98134

 

Telephone:     (206) 318-1575

Fax:                (206) 318-7793

 

3.              Rule 26(a)(1)(C) Disclosures:

 

               Starbucks' damages include actual damages consisting of profit lost by reason of defendant's actions, profit obtained by the defendant by reason of its illegal actions, and any diminution in the value of the Starbucks Marks, in an amount yet to be determined, plus any applicable attorneys' fees and costs. In addition, Starbucks will seek to have its damages trebled pursuant to provisions of the Lanham Act, 15 U.S.C. 1051 et seq., and to recover punitive damages to the extent permitted by New York law.

 

4.              Rule 26(a)(1)(D) Disclosures:

 

                Starbucks is not currently aware of an insurance policy that would be liable to satisfy part or all of a judgment which may be entered in this action or to indemnify or reimburse  for payments made to satisfy the judgment.

 

DATED: New York, New York

         October 18,2001

 

 

JONES, DAY, REAVIS & POGUE

 

By:

   Bonnie L. Hemenway (BH 2246)

   Barbra S. Levy (BL-3306)

599 Lexington Avenue

New York, New York 10022

(212) 326-3939

Attorneys for Plaintiffs

 

 

Of Counsel:

John C. Rawls

JONES, DAY, REAVIS & POGUE

555 West Fifth Street, Suite 4600

Los Angeles, California 90013

(213) 489-3939