NANO Search, Inc.™ v. St. Helens Worldwide Technology™

This is a trade secret case brought about by an Internet search technology company based in Silicon Valley, Nita, called NANO Search, Inc.™ ("NANO") against St. Helens Worldwide Technology™ ("St.Helens") based in Bellingham, West-State.
Publisher: NITA
Case File + CD :Softbound, 149 pages
$38.00
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ISBN: 9781601561015
Publisher: NITA
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This is a trade secret case brought about by an Internet search technology company based in Silicon Valley, Nita, called NANO Search, Inc.™ ("NANO") against St. Helens Worldwide Technology™ ("St.Helens") based in Bellingham, West-State. NANO claims that St. Helens misappropriated its trade secrets in St. Helens's design of a recently launched search feature called the Family Finder. This service competes with a newly developed service at NANO called Anytime, Anywhere, People Locator. Specifically, NANO claims that its former employee, Erin Soderberg, who was a program manager at NANO deeply involved in the initial planning for the Anytime, Anywhere, People Locator, was lured to St. Helens by an attractive job offer and that while at St. Helens, Erin used trade secret information in Erin's new role as a general manager in St. Helens's search group to design the Family Finder service.

Patent and copyright matters are not an issue in this exercise. The focus of this case is on trade secret violations. NANO had potential contracts for the sale of Anytime, Anywhere, People Locator and projected millions of dollars of profits from the product. When St. Helens's Family Finder product entered the market, NANO's potential contracts were cancelled. St. Helens's projects product sales in the hundreds of thousands of units and multi-million dollars in profit.

Featured Authors

Table of Contents

CONTENTS

Directions for Determining Dates, Ages, Locations, and Applicable Law

Procedural and Factual History

       Introduction
       Issues Raised
       The Parties and the Witnesses
       The Competing Products and Services
       Witnesses Available for Trial
       Party and Witness Depositions and/or Statements
       Admissibility of Evidence
       Damage Witnesses
       Exhibits and Documents

The Facts
       Detailed Timeline of Significant Dates
       Letter from General Counsel for NANO to General Counsel for St. Helens
       Letter from General Counsel for St. Helens to General Counsel for NANO

NANO Facts
      NANO Trade Secret Facts
            Confidentiality Agreement between Erin Soderberg / NANO
            Memo from Erin Soderberg to Kerry Collier
            Memo from Kerry Collier to Erin Soderberg
            Memo from Erin Soderberg to Kerry Collier
            Resignation Memo from Erin Soderberg to Marty Greenfeld
            Memo from Marty Greenfeld to Erin Soderberg
            Metropolitan News [NANO has Billion Dollar Success]
            Memo from Kerry Collier to Design Team for Anytime, Anywhere, People Locator
            Memo from Kerry Collier to NANO Ex. Committee, Development Team, Advertising Dept
            Metropolitan News [NANO launches Anytime, Anywhere, People Locator]
            Metropolitan News [NANO New Headquarters]

NANO Damages Facts
       Memo from NANO CFO, Chris Cook to Vivian Varnek and Ted Wade
            Attachment A: Projected Sales Chart
            Attachment B: Letter from Major Gil Frank to NANO
            Attachment C: Letter from NYC Chief of Police Kathryn Landis to NANO
            Attachment D: Letter from SF Chief of Police & Fire Dept., Robert Rheinman to NANO
            Attachment E: Letter from Chris Cook to Major Gil Frank
            Attachment F: Letter from Chris Cook to NYC Chief of Police, Kathryn Landis
            Attachment G: Letter from Chris Cook to SF Chief of Police & Fire, Robert Rheinman
            Attachment H: Letter from Margaret Hanson, Darngood Electronics to Chris Cook
            Attachment I: Letter from Juliette Nelson-Picket, Picket Up Delivery Services to Chris Cook

      Memo from NANO CFO, Chris Cook to Vivian Varnek and Ted Wade
            With attached Letters of Rescission:
            Attachment A: Letter from Major Gil Frank to Chris Cook
            Attachment B: Letter from NYC Chief of Police, Kathryn Landis to Chris Cook
            Attachment C: Letter from SF Chief of Police & Fire, Robert Rheinman to Chris Cook

St. Helens Facts
      St Helens Trade Secret Facts
            Letter from B. J. Rivera to Erin Soderberg
            Letter from Erin Soderberg to B. J. Rivera
            Memo from B.J. Rivera to Erin Soderberg with attached:
            Employee Confidentiality Agreement between St. Helens and Erin Soderberg
            Memo from Erin Soderberg to B.J. Rivera
            Metropolitan News [St. Helens launches Family Finder]

St. Helens Damages Facts
      Memo from Jan Willoughby to Fran Degrew
            Attachment A: Sales Summary
            Attachment B: Five Year Sales Summary—Units Sold
            Attachment C: Five Year Sales Summary—Service Plans
            Attachment D: Letter from Jan Willoughby to Major Gil Frank—US Army
            Attachment E: Letter from Jan Willoughby to Kathryn Landis—NY City Police Dept
            Attachment F: Letter from Jan Willoughby to Robert Rheinman—SF Police & Fire Dept
            Attachment G: Letter from Major Gil Frank to Jan Willoughby
            Attachment H: Letter from Kathryn Landis to Jan Willoughby
            Attachment I: Letter from Robert Rheinman to Jan Willoughby

Pleadings
            Complaint
            Answer

Statements/Depositions
      St. Helens Worldwide Technology™ Erin Soderberg
            B.J. Rivera
            Jesse Stone
            Jan Willoughby

      NANO Search, Inc.™Kerry Collier
            Marty Greenfeld
            Pat Danville
            Chris Cook

Appendices
       Appendix A: Directions Burden of Proof
       Appendix B: Applicable Law
       Appendix C: Jury Instructions
       Appendix D: Special Verdict Form

EXHIBITS LIST [Exhibits located on CD]

    Exhibit 1 LOGO--Anytime, Anywhere, People Locator


        Witnesses: Collier, Rivera, Soderberg

    Exhibit 2 LOGO--Family Finder

        Witnesses: Collier, Rivera, Soderberg

    Exhibit 3 NANO Confidentiality Agreement with Erin Soderberg

        Witnesses: Greenfeld, Soderberg

    Exhibit 4 Memo from Erin Soderberg to Kerry Collier [People Finder/Locator]

        Witnesses: Collier, Soderberg

    Exhibit 5 Memo from Kerry Collier to Erin Soderberg [People Finder/Locator]

        Witnesses: Collier, Soderberg

    Exhibit 6 Memo from Erin Soderberg to Kerry Collier

        Witnesses: Collier, Soderberg

    Exhibit 7 Resignation Memo from Erin Soderberg to Marty Greenfeld

        Witnesses: Greenfeld, Soderberg

    Exhibit 8 Memo from Marty Greenfeld to Erin Soderberg

        Witnesses: Greenfeld, Soderberg

    Exhibit 9 Memo from Kerry Collier to Design Team for Anytime, Anywhere, People Locator

        Witness: Collier

    Exhibit 10 Memo from Kerry Collier to NANO Executive Committee, Development Team, Advertising Department, Vivian Varnak, Ted Wade and Chris Cook

        Witness: Collier, Cook

    Exhibit 11 Metropolitan News Advertisement--Anytime, Anywhere, People Locator

        Witnesses: Collier, Rivera, Soderberg

    Exhibit 12 Memo from Cook to Vivian Varnek and Ted Wade with Attachments A--I

        Witness: Cook

    Exhibit 13 Memo From Chris Cook to Vivian Varnek and Ted Wade With Attachments A--C--Letters of Cancellation

        Witness: Cook

    Exhibit 14 Letter from B.J. Rivera to Erin Soderberg

        Witnesses: Rivera, Soderberg

    Exhibit 15 Letter from Erin Soderberg to B.J. Rivera

        Witnesses: Rivera, Soderberg

    Exhibit 16 Memo from B.J. Rivera to Erin Soderberg, St. Helens’s Employee Confidentiality Agreement

        Witnesses: Rivera, Soderberg

    Exhibit 17 Memo from Erin Soderberg to B.J. Rivera

        Witnesses: Rivera, Soderberg

    Exhibit 18 Metropolitan News Advertisement--Family Finder

        Witnesses: Collier, Rivera, Soderberg

    Exhibit 19 Memo from Jan Willoughby to Fran Degrew With Attachments A--I--Charts and Letters

        Witness: Willoughby

    Exhibit 20 Highlighted Code Similarities of Anytime, Anywhere, People Locator and Family Finder

    Exhibit 21 Highlighted Code Similarities of Anytime, Anywhere, People Locator and Family Finder

Supplemental Learning and Teaching Materials [Materials located on CD]


        Section 1. General

        Section 2. Negotiation

        Section 3. Mediation

        Section 4. Discovery

        Section 5. Motions/Oral Argument

        Section 6.Trial (Court/Jury)--Arbitration

    Learning Objectives

        Trial (Court/Jury)--Arbitration

        Depositions

        Negotiation

        Mediation

        Motions/Oral Argument

        Expert Witnesses