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UNITED STATES DISTRICT COURT August 13, 2024 Nathan Ochsner, Clerk SOUTHERN DISTRICT OF TEXAS HOUSTON DIVISION Extreme Technologies, LLC, § and Hard Rock Solutions, LLC, § Plaintiffs, § § v. § Civil Action H-19-1977 § Stabil Drill Specialties, LLC, § Defendant. § MEMORANDUM AND RECOMMENDATION Pending before the court are Defendant Stabil Drill Specialties, LLCâs (Stabil) Motion for Summary Judgment of Oral License, ECF No. 225, Stabilâs Second Motion for Summary Judgment of Non-Infringement, ECF No. 227, and three motions to exclude expert testimony, ECF Nos. 221, 222, 223. The motions are before the undersigned magistrate judge pursuant to 28 U.S.C. § 636(b)(1). The undersigned recommends that Stabilâs Motion for Summary Judgment of Non-Infringement, ECF No. 227, be GRANTED. Because the court has reached this decision without relying on any of the objected-to opinions, the motions to exclude expert testimony are all DENIED AS MOOT. Because the courtâs recommendation to grant summary judgment based on noninfringement is fully dispositive, the court does not reach Stabilâs Motion for Summary Judgment of Oral License, ECF No. 225, and thus recommends that it be DENIED AS MOOT. 1. Background and Procedural Posture This patent infringement lawsuit involves methods and apparatus for drilling wellbores. ECF No. 149-1 at 17. The three patents at issue in this case (the Patents in Suit) are: âą Method and Apparatus for Reaming Well Bore Surfaces Nearer the Center of Drift, Patent No. US 8,813,877 B1, issued August 26, 2014; âą Method and Apparatus for Reaming Well Bore Surfaces Nearer the Center of Drift, Patent No. US 8,851,205 B1, issued October 7, 2014; and âą Method and Apparatus for Reaming Well Bore Surfaces Nearer the Center of Drift, Patent No. US 9,657,526 B2, issued May 23, 2017. ECF Nos. 149-1â149-3. All three Patents in Suit share the same disclosure, and all three stem from the same Provisional Application No. 61/473,587, filed on April 8, 2011. Id. The patented technology involves the design of reamers that reduce bends or âdoglegsâ in the wellboreâs path. ECF Nos. 149-1â 149-3. A reamer is a type of tool that cuts earth from the side of the well bore thus increasing its diameter. As will be discussed further below, the relevant patent claims describe parts of the reamer called âblades,â which may or may not include âteeth.â The claims describe the placement and orientation of the blades on the surface of the reamer. See, e.g. ECF No. 149-1 at 19â20. Plaintiffs Extreme Technologies, LLC, and Hard Rock Solutions, LLC, (collectively, Extreme) âoperate as wholly owned subsidiaries of Superior Drilling Products, Inc. [SDPI,]â and are engaged in the research and development of âdrilling tools, including horizontal drill string enhancement tools.â Pls.â Am. Compl. ¶ 7, ECF No. 149. Hard Rock Solutions, LLC, âdevelops and manufactures improved, dual-stage, eccentric reamer and bore conditioning systems[,]â including a reamer named Drill-N-Ream. Id. ¶ 11. Defendant Stabil offers the Smoothbore Eccentric Reamer (Smoothbore; the Accused Device) for sale, rent, or lease to third parties in direct competition with the Drill-N-Ream. Id. ¶¶ 19â20; ECF No. 151 ¶¶ 19â20. Plaintiffs allege that the Smoothbore infringes several claims of the Patents in Suit. This lawsuit was filed on February 21, 2019, in the Western District of Louisiana. ECF No. 1. The case was transferred to this district in May 2019. ECF No. 30. In November 2021, Judge Hughes, to whom this case was then assigned, entered an order requiring the parties to âexchange a list of claim terms, phrases, and clauses that they believe require constructionâ and to âmeet and confer to finalize theâat mostâfive terms, phrases, and clauses that are most integral to the dispute that need construing.â ECF No. 114 at 1. In January 2022, the parties reported that Stabil sought construction of only two termsââcutting bladeâ and âcutting teethââand that Extreme took the position that no construction beyond the âordinary and customaryâ meaning was necessary for those terms. ECF No. 117 at 1. â[T]he parties agree[d] that the ordinary and customary meaning applie[d] to every other claim term of the [Patents in Suit].â Id. at 2. In May 2022, Judge Hughes entered an order construing the terms âcutting bladeâ and âcutting teeth.â ECF No. 128. Judge Hughes construed âcutting bladeâ according to its plain and ordinary meaning as âa blade (a structure extending a distance radially outward from the outer surface of the reamer) that cuts earth (when a reamer is rotating while drilling a well hole)[.]â Id. at 2â3. Judge Hughes construed âcutting teethâ according to its plain and ordinary meaning as âteeth (hard inserts) that cut earth (when a reamer is rotating while drilling a well hole).â Id. at 3. Judge Hughes also explained that â[t]eeth are added in some of the dependent claims not independentâ and that many claims allow for a possibility, not a requirement, that the blades include teeth. Id. at 2. 2. Summary Judgment Standard âSummary judgment is appropriate only if, viewing the evidence in the light most favorable to the nonmovant, âthe movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.ââ Davenport v. Edward D. Jones & Co., 891 F.3d 162, 167 (5th Cir. 2018) (quoting Fed. R. Civ. P. 56(a)). No genuine issue of material fact exists if a rational jury could not find for the nonmoving party based on the complete record. McMichael v. Transocean Offshore Deepwater Drilling, Inc., 934 F.3d 447, 455 (5th Cir. 2019) (quoting Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587 (1986)). Initially, â[t]he movant bears the burden of identifying those portions of the record it believes demonstrate the absence of a genuine issue of material fact.â Lincoln Gen. Ins. Co. v. Reyna, 401 F.3d 347, 349 (5th Cir. 2005) (citing Celotex Corp. v. Catrett, 477 U.S. 317, 322â25 (1986)). If this burden is met, the nonmovant must then âgo beyond the pleadings,â using competent summary judgment evidence to cite âspecific factsâ showing a genuine issue for trial. McCarty v. Hillstone Rest. Grp., Inc., 864 F.3d 354, 357 (5th Cir. 2017) (quoting Boudreaux v. Swift Transp. Co., 402 F.3d 536, 540 (5th Cir. 2005)). The court reviews all evidence and reasonable inferences in the light most favorable to the nonmoving party. See Tolan v. Cotton, 572 U.S. 650, 657 (2014) (quoting Adickes v. S.H. Kress & Co., 398 U.S. 144, 157 (1970)). The court, however, does not have a duty âto search the record for material fact issues.â RSR Corp. v. Intâl Ins. Co., 612 F.3d 851, 857 (5th Cir. 2010) (âRather, the party opposing the summary judgment is required to identify specific evidence in the record and to articulate precisely how this evidence supports [the] claim.â). â[C]onclusory allegations, unsubstantiated assertions, or âonly a scintilla of evidenceââ are not enough to defeat a properly supported motion for summary judgment. Turner v. Baylor Richardson Med. Ctr., 476 F.3d 337, 343 (5th Cir. 2007) (quoting Little v. Liquid Air Corp., 37 F.3d 1069, 1075 (5th Cir. 1994)). â[T]here must be evidence on which the jury could reasonably find for the [nonmovant].â Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 252 (1986). 3. Legal Standards for Patent Infringement âWhether an accused device infringes requires a two-step analysisâthe court first âdetermines the scope and meaning of the patent claims asserted, and then the properly construed claims are compared to the allegedly infringing device.ââ FullView, Inc. v. Polycom, Inc., No. 2023-1201, 2024 WL 1843686, at *5 (Fed. Cir. Apr. 29, 2024) (quoting Sound View Innovations, LLC v. Hulu, LLC, 33 F.4th 1326, 1335 (Fed. Cir. 2022)). âThe purpose of claim construction is to âdetermin[e] the meaning and scope of the patent claims asserted to be infringed.ââ O2 Micro Intâl. Ltd. v. Beyond Innovation Tech. Co., Ltd., 521 F.3d 1351, 1360 (Fed. Cir. 2008) (quoting Markman v. Westview Instruments, Inc., 52 F.3d 967, 976 (Fed. Cir. 1995) (en banc), aff'd 517 U.S. 370 (1996)). â[T]he interpretation and construction of patent claims, which define the scope of the patenteeâs rights under the patent, is a matter of law exclusively for the court,â Markman, 52 F.2d at 970â71, even when it involves âunderlying factual questions.â Packet Intel. LLC v. Netscout Sys., Inc., 965 F.3d 1299, 1306 (Fed. Cir. 2020) (citing Teva Pharm. USA, Inc. v. Sandoz, Inc., 574 U.S. 318, 332 (2015)) (âClaim construction is a question of law that may involve underlying factual questions.â). Unless the inventor acts as a lexicographer and defines claim terms in a special way, â[t]he words of a claim are generally given their ordinary meaning, which is âthe meaning that the term would have to a person of ordinary skill in the art in question at the time of the invention.ââ Data Engine Techs. LLC v. Google LLC, 10 F.4th 1375, 1381â82 (Fed. Cir. 2021) (quoting Phillips v. AWH Corp., 415 F.3d 1303, 1312â13 (Fed. Cir. 2005) (en banc)). For purposes of claim construction, a âperson of ordinary skill in the art is deemed to read the claim term not only in the context of a particular claim in which the disputed term appears, but in the context of the entire patent, including the specification.â Phillips, 415 F.3d at 1313. If the accused device contains each limitation of the asserted patent claim or claims, either literally or under the doctrine of equivalents, it infringes. MicroStrategy Inc. v. Bus. Objects, S.A., 429 F.3d 1344, 1352 (Fed. Cir. 2005) (quoting Nazomi Commcâns, Inc. v. Arm Holdings, PLC, 403 F.3d 1364, 1372 (Fed. Cir. 2005)). On the other hand, if the accused device is lacking or does not meet at least one claim limitation, it does not infringe. Id. (citing Mas- Hamilton Grp. v. LaGard, Inc., 156 F.3d 1206, 1211 (Fed. Cir. 1998)). 4. Analysis A. Introduction to the technology and the partiesâ arguments Following are two photos of different models of a Smoothbore reamerâthe Accused Device. ECF No. 221-1 at 49, 61. so es a Poe a. 2. = ee) ea eee hae ell yi ⥠⥠Next is a drawing of one model of the Accused Deviceâs reamer viewed from the end or top. Id. at 47. This view shows just a single reamer section. The red portions correspond to the inserts that can be seen in the previous photos. ââ GB = 934,69 = 24Fe4 = O' = 55.57 = 15.5% || As the court understands it, the Accused Device employs at least two reamers separated by a length of pipe, with the teeth or inserts on each reamer (again, depicted in red above) situated approximately 180 degrees from one another. Following is a drawing of that configuration. ECF No. 228-5 at 81. PIN END CUTTING | PIM END oT od | | i | d J Vy q sy i | = Hirai | | ot ee â= tT... BOX END | | STAMILEEIG AOX END j | ScTeon Following is another graphic, again from the end or top of the tool, showing both reamer sections of the Accused Device. Note that the view from the end does not show the pipe section separating the green portion of the reamer from the red portion of the reamer. This image was produced in Plaintiffs expertâs report, ECF No. 236-8 at 4, and again in Plaintiff's Response brief, ECF No. 2386 at 23. Note that both the âdomedâ and âflat facedâ âcutting teethâ extend radially outward from and beyond the radius of the surface on which they are installed. Domed âCutting Teethâ Upper Reamer âCutting Bladesâ _â ie NO A _ Width of ; Radius of the Eccentric Intersection of BLADES 2 Eccentric Face-to-Face Lobes Va = Lower Reamer âCutting Bladesâ Flat Faced âCutting Teethâ Opposite Radius of Eccentric Lobe Following is the same image, but the court has placed purple circles around two areas that will be discussed in detail below. The key question in the case is whether the areas circled in purple are part of the âcutting areaâ as that term is used in the patent claims. Domed âCutting Teethâ Upper Reamer âCutting Bladesâ â = â= oo NO ⥠Width of Radius of the Eccentric y Intersection of BLADES id | 2 Eccentric Face-to-Face A Lobes Cu we a an a Lower Reamer âCutting Bladesâ Flat Faced âCutting Teethâ Opposite Radius of Eccentric Lobe All the independent claims of the Patents in Suit contain similar limitations relating to âcutting bladesâ and âcutting area.â As an example, Claim 1 of the â205 states: 1. An apparatus for use on a drill string for increasing the drift diameter of a well bore during drilling, comprising: a substantially cylindrical first reamer having a plurality of cutting blades extending a distance radially outwardly from the outer surface of the reamer, wherein, in an order counter to the direction of rotation, a first cutting blade extends a first distance and each additional cutting blade extends an equal or greater distance than the preceding | cutting blade, a substantially cylindrica] second reamer having a plurality of cutting blades extending a distance radially outwardly from the outer surface of the reamer, wherein, in an order counter to the direction of rotation, a first cutting blade extends a first distance and each additional cutting blade extends an equal or greater distance than the preceding cutting blade, wherein the plurality of cutting blades of the second reamer are angularly displaced 180 degrees from the plurality of cutting blades of the first reamer about the axis of rota- tion of the drill string. ECF No. 149-1 at 19. The dispute in this case centers around the highlighted portions of the claim. The parties dispute the meaning of âcurved cutting area,â and âapproximately 50%.â! The parties also dispute whether the purple circled portions in the drawing above are part of the âcurved cutting areaâ and thus whether the Smoothbore has a âcurved cutting areaâ that extends 1 Some of the claims use the phrase âone half of the outer surface,â instead of â50% of the circumference.â The parties do not argue that 50% is different than half. 10 âapproximately 50%â or âone halfâ of the circumference of the reamer. If it does not, then it does not infringe any of the Patents in Suit. B. Claim Construction As discussed above, the infringement analysis begins with claim construction. Judge Hughes construed the only two claims that the parties asked him to. Judge Hughes ruled that âcutting bladeâ carries its plain and ordinary meaning, which is âa blade (a structure extending a distance radially outward from the outer surface of the reamer) that cuts earth (when a reamer is rotating while drilling a well hole)[.]â ECF No. 128 at 2. With the parentheticals removed, it reads âa blade that cuts earth.â âCutting teethâ also carries its plain and ordinary meaning, which is âteeth (hard inserts) that cut earth (when a reamer is rotating while drilling a well hole).â Id. at 3. Again, with parentheticals removed, it reads âteeth that cut earth.â Despite agreeing that the remaining claim terms carry their plain and ordinary meaning, Stabil now disputes the meaning of âcutting areaâ and âapproximately 50%,â and argues that further claim construction is necessary. ECF No. 227 at 15â16. Extreme argues that Stabil Drill waived additional claim construction arguments. ECF No. 236 at 11â13. Extreme cites Central Admixture Pharmacy Services, Inc., v. Advanced Cardiac Solutions, P.C., 482 F.3d 1347, 1356 (Fed. Cir. 2007), in which the Federal Circuit explained: âThe district court found that [the defendant] waived any argument with respect to this term by failing to raise it during the claim construction phase. We agree. Since [the defendant] has not preserved this argument before the district court, we do not reach it here.â The court disagrees with both parties. First, claim construction is a legal issue. The court has the exclusive authority to interpret claims. Markman, 52 F.3d at 970â71. The court cannot simply leave the disagreement to the jury. Doing so would be error on multiple levels. Moreover, up until now, neither party took the position that the disputed claim terms should be construed in any way other than their plain and ordinary meaning. Judge Hughes construed the two disputed terms discussed above according to their plain and ordinary meaning. Neither party has presented any evidence to demonstrate that âcutting areaâ or âapproximately 50%â have any special meaning as used in the Patents in Suit. The court will construe the disputed terms according to their plain and ordinary meaning and does not require any further briefing or evidence to do so. Claim 1 of the â205 patent, quoted in full above requires a substantially cylindrical first reamer and a substantially cylindrical second reamer. The limitations recited for both reamers are identical. Each requires a plurality of âcutting blades,â the meaning of which Judge Hughes has already defined essentially to be a âblade that cuts earth.â The claim then recites that âthe plurality of blades defin[e] a curved cutting area.â The claim itself defines the meaning of âcurved cutting area.â Because âbladesâ are that which cut earth, logic and grammar dictate that the âcurved cutting areaâ is the area defined by the plurality of blades which cuts earth. There can be no other meaning. Accordingly, the parts of the reamer that do not âcut earthâ are not part of the âcutting area.â As for âapproximately 50%â or âapproximately half,â Extreme makes a creative but ultimately unpersuasive argument. Extreme points out that all of the independent claims of the Patents in Suit use the term âcomprising.â For example, Claim 1 of the â205 patent, in outline form states: An apparatus . . . comprising: a substantially cylindrical first reamer having a plurality of cutting blades . . . the plurality of cutting blades defining a curved cutting area extending approximately 50% of the circumference of each reamer; a substantially cylindrical second reamer having a plurality of cutting blades . . . the plurality of cutting blades defining a curved cutting area extending approximately 50% of the circumference of each reamer; wherein the plurality of cutting blades are angularly displaced . . . ECF No. 149-1 at 19 (emphasis added). According to Extreme, the claimâs use of the word âcomprisingâ requires that âapproximately 50%â be construed to mean âat least 50%.â ECF No. 236 at 14â17. First, logically, that would mean that 50% also means 100%, which would rob the claim of any meaning. Second, as a matter of law, Extreme is incorrect. â[T]he term âcomprisingâ indicates an open-ended construction.â Vehicular Techs. Corp. v. Tital Wheel Intâl, Inc., 212 F.3d 1377, 1382 (Fed. Cir. 2000). âA drafter uses the term âcomprisingâ to mean âI claim at least what follows and potentially more.ââ Id. at 1383. Thus, âcomprisingâ means that the patent must have all the listed elements that follow but may have more elements than those listed. But âcomprisingâ âis ânot a weasel word with which to abrogate claim limitationsâ and âdoes not reach into each of the . . . steps to render every word and phrase therein open- ended.ââ Ratheon Co. v. Sony Corp., 727 F. Appx 662, 672 (Fed. Cir. 2018) (quoting Dippinâ Dots, Inc. v. Mosey, 476 F.3d 1337, 1343 (Fed. Cir. 2007)). Moreover, âcomprising,â ââwhile permitting additional elements not required by a claim, does not remove the limitations that are present.ââ Id. (quoting Power Mosfet Techs., L.L.C. v. Siemens AG, 378 F.3d 1396, 1409 (Fed. Cir. 2004)). Extremeâs construction of âapproximately 50%â to mean âat least 50%â would turn âcomprisingâ into exactly the âweasel wordâ the Federal Circuit has warned against. âComprisingâ as used in the claims of the Patents in Suit means that the claims require a first and second reamer but could include a third and fourth reamer, or any manner of other elements. Additionally, the claims require that each of the first and second reamers have a âcurved cutting area extending approximately 50% of the circumference of each reamer.â Both the first and second reamers require that limitation. Stated another way, the claims do not cover an apparatus that lacks a first and second reamer, or an apparatus whose first or second reamer lacks a âcurved cutting area extending approximately 50% of the circumference of [the] reamer.â As discussed, the court construes âapproximately 50%â according to its plain and ordinary meaning. Plaintiffâs expert has explained that âabout one-thirdâ is not âapproximately 50%.â ECF No. 228-8 at 206. He also testified that 40% is not âapproximately 50%.â Id. at 207. Rogers also agreed that a reasonable range for âapproximately 50%â in the context of the Patents in Suit would be âbetween 45% and 55%.â Id. at 222â23. No party has put forward any evidence to show that a person of ordinary skill in the art would consider âapproximately 50%â to be less than 45% or greater than 55%. The court construes âapproximately 50%â to be between 45% and 55%. Whether that range could be extended by a degree or two in one direction or the other is, as will be further discussed below, irrelevant for purposes of this Memorandum and Recommendation. Extreme argues that adopting the plain and ordinary meaning of âapproximately 50%â as between 45% and 55% would be to improperly construe the claims more narrowly than the preferred embodiments disclosed in the specification. The court disagrees. Looking at the figures in the â205 patentâs specification, figure 3 discloses a curved cutting area slightly more than 50% as does figure 6. Figure 8, however, shows something significantly less than 50%, and figure 11 shows something that is almost exactly 50%. See ECF No. 149-1, â205 patent, figs. 3, 6, 8, 11. Thus, the disclosure is somewhat broader than the claims that were ultimately allowed. But that is because the inventor limited the claims during prosecution to avoid prior art. See ECF No. 228-12 at 2, 5; ECF No. 228-13 at 2â2; ECF No. 228-14 at 8 (explaining on allowance that the closest prior art reference to the Patents in Suit âexpressly taught as being âless than one-half of the circumference of the bore hole to be reamedââ). Inventors routinely narrow the scope of their claims during prosecution in order to have their claims allowed. Cf. PolyâAmerica, L.P. v. API Industries, Inc., 839 F.3d 1131, 1137 (Fed. Cir. 2016); Honeywell Intern. Inc. v. Hamilton Sundstrand Corp., 370 F.3d 1131, 1141â43 (Fed. Cir. 2004 (en banc). C. Comparison of the Accused Device to the claims Having determined that the curved cutting area must actually cut earth, the question is whether the curved cutting area of the Smoothbore reamer extends âapproximately 50%â of the circumference of the reamer. If it does not, it does not infringe any of the claims of any of the Patents in Suit. Stabil has presented evidence showing that, when teeth or inserts are present on a reamer, regardless of their shape (domed, âsharp,â etc.) they will cut earth. ECF No. 227 at 18 (citing Plaintiffâs response to an earlier motion for summary judgment, ECF No. 83 at 35â46 (citing numerous prior art references, and deposition transcripts)); ECF No. 228-7 at 136â143, ¶¶ 276â297 (Rogers Decl.). The reamer can only âcut earthâ if it contacts the earth. That is, those parts of the reamer that do not contact the side of the wellbore will not cut it. Plaintiffâs expert acknowledges this fact. ECF No. 228-8 at 84 (testifying that âcertainly, any part that doesnât contact the rock is probably not going to cut it, right?â); id. at 123 (explaining that the Smoothbore would still cut earth even with the PDC cutters removed âas long as the blades are contacting the boreholeâ). It is clear that the teeth/inserts on the Smoothbore cut earth when the tool is rotated in a wellbore. Extreme does not present any evidence about the parts of the Smoothbore that cut earth. Instead, Extremeâs arguments center around Judge Hughesâs conclusion that a âcutting bladeâ may include, but need not include, âcutting teeth.â ECF No. 128 at 2â3. Extreme takes that conclusion to mean that, because âteethâ are not necessarily present on a âcutting blade,â they should be disregarded in determining which part of the Smoothboreâs reamer should be considered its âcutting blade.â Extremeâs argument is demonstrated by the following drawings taken directly from its summary judgment brief: Stabil Drillâs Motion Stabil Drillâs Smoothbore Measuring ONLY % of âCutting Teethâ Circumference of âCutting Bladesâ of the 8.750â Smoothbore Extending Outward of Reamer Body (ECF No. 227 (Motion) at p. 21) (Ex. 9 (prev. ECF No. 78-2 at p. 5)) 25% 2a Eee Fe ea âĄâĄ ff a a i \ ⥠[M2 âĄâĄâĄ ⥠50% | | j L \ = | } } j a NOP BB}? \ | 50% || \ I = I | \ ⥠. 7 ff =! Exâ 1 ee o ECF No. 236 at 22. On the left is Stabilâs view of what constitutes the âcutting blade,â with Extremeâs view on the right.? As can be seen, Extreme includes as part of the âcutting bladeâ large portions of the surface of the reamer that do not include any teeth or inserts. Cf. p. 9, supra (showing purple circles). Extreme presents no evidence at all to show that the parts of the Smoothbore lacking teeth actually cut earth when the reamer rotates in the ground. Again, it is true that a âcutting blade,â and therefore a âcurved cutting surface,â as those terms are used in the Patents in Suit, need not include âcutting teeth.â But it does not follow that one can simply disregard cutting teeth on the Accused Device in 2 Note that the view on the right is from the end and shows both the first and second reamers with the cutting parts of the reamers being disposed approximately 180 degrees from each other. In this view, one cannot see the length of pipe that separates the two reamer sections. Neither reamer section has cutting inserts/teeth all the way around, as this figure might seem to show. 17 determining whether it has a âcurved cutting surface,â and if it does, whether it extends âapproximately 50% of the circumference of the reamer.â Nor does it follow that parts of the reamer that do not contact the wellbore and therefore that do not cut earth can be considered part of âcurved cutting surface.â Extreme cites academic sources and their expert witness for the proposition that the parts of the Smoothbore reamer shown in green and red on p. 9, above, would cut earth if one removed the cutting inserts. But that hypothetical reamer is not at issue in this case. Here, we have the Smoothbore reamer, which does include teeth. The teeth undisputedly contact the side of the wellbore and cut it. But there is no evidence at all that the parts of the Smoothbore reamer circled in purple on p. 9, above, actually cut earth when actually used in an actual wellbore. The undisputed evidence is that the part of the Smoothbore reamer containing teeth is the part that cuts earth and is therefore the âcurved cutting area.â Those teeth extend radially out beyond the surface to which they are attached. Extreme does not present any evidence to show that the surface of the reamer rotationally âbehindâ the teeth and radially âbelowâ the teeth would cut earth once the insert had already done so. The only evidence in the case is that the Smoothboreâs inserts cut earth. There is no evidence that any part of the reamer other than the inserts cut earth when actually in use. The question then becomes whether the part of the Smoothbore that cuts earth extends âapproximately 50% of the circumference of the reamer.â The undisputed evidence is that it does not. Stabil submitted the report of its expert, Gary R. Wooley, Ph.D. ECF No. 241-1. Wooley and others acting at his direction measured the part of the Smoothbore containing the cutting inserts. Wooley also studied engineering drawings showing the placement of the cutting inserts for each of the several Smoothbore designs. His measurements and calculations show that the portion of the Smoothbore containing inserts, i.e., that cuts the earth, extends âat most 35.4%â of the circumference of the tool. ECF No. 241-1 at 52.3 Other than Extremeâs argument that âapproximately 50%â means âat least 50%,â as the term is used in the Patents in Suit, which the court has rejected, no party has put forward any evidence to demonstrate that 35.4% could be the same as âapproximately 50%.â Again, Extremeâs expert John Rodgers defined âapproximately 50%â to be 45% to 55%.â ECF No. 228-8 at 221â22. Rodgers agreed that âabout one-third of the circumference of the reamerâ is ânot approximately 50 percentâ because â[i]tâs substantially less.â Id. at 206. Rodgers also testified that neither 35% nor 40% was approximately 50% and that approximately 50% was âclearly not 33 percent, not 25 percent.â Id. at 207, 225. The undisputed evidence shows that that 35.4 percent is not âapproximately 50%.â The dispute in this case is about the meaning of the claims. There is no dispute about the physical characteristics of the Smoothbore reamer. The court concludes as a matter of law and based on the undisputed facts that the Smoothbore reamer does not infringe the properly construed claims of the Patents in Suit. The court will address one final argument. Extreme argues that Stabilâs Global Engineering Manager, Sorin Teodorescu, 3 The court is aware that Extreme objects to Wooleyâs report and opinions. The court is relying only on Wooleyâs measurements. Those figures are not in dispute. Extreme objects to Wooleyâs claim construction arguments and his reasons for making the measurements he did. While the court for the most part happens to agree with Wooleyâs opinions on claim construction, the court does not rely on his opinions in reaching the instant decision. conceded infringement when he testified that the Smoothbore has a blade that âgoes only half-way around the tool.â The exchange during his deposition was as follows: Q. Okay. And as the -- the tool rotates, one blade contacts the earth and then the next and then the next, correct? MS. PARTRIDGE: Objection; form. A. No, because of their design, theyâre all contacting the earth in the same time. Q. (BY MR. RALEY) I got it. Yes, sir, thatâs true. Because theyâre in a spiral. But the spiral doesnât go all the way around the tool, right? It only goes half-way around the tool? A. Correct. ECF No. 236-6 at 3. The court first notes that the cited deposition took place before the court had issued its claim construction ruling. The court also agrees with Stabil that it is not clear from this exchange what question the witness was answeringâdoes âthe spiralâ go all the way around the tool, or does it go âhalf-way around.â It is not at all clear what is meant by the word âspiralâ in the context of these questions. Moreover, when confronted with a more direct question about the parts of the Smoothbore that actually cut earth, Teodorescu testified that those parts constitute â30 to 33 percent of the tool body,â ECF No. 241-4 at 4 (deposition page nos. 343â44), which is what the undisputed evidence shows. Teodorescuâs answer to an unclear question is insufficient to raise a genuine issue of material fact sufficient to defeat summary judgment. 5. Conclusion The court recommends that Stabil Drillâs Motion for Summary Judgment of Non-Infringement, ECF No. 227, be GRANTED and that Stabil Drillâs Motion for Summary Judgment of Oral License, ECF No. 225, be DENIED AS MOOT. The court DENIES AS MOOT all motions to exclude expert testimony, ECF Nos. 221, 222, 223. The parties have fourteen days from service of this Report and Recommendation to file written objections. 28 U.S.C. § 636(b)(1); Fed. R. Civ. P. 72. Failure to timely file objections will preclude appellate review of factual findings or legal conclusions, except for plain error. See Thomas v. Arn, 474 U.S. 140, 147â49 (1985); Rodriguez v. Bowen, 857 F.2d 275, 276â77 (5th Cir. 1988). Signed at Houston, Texas on August 13, 2024. ________________________________ Peter Bray United States Magistrate Judge
Case Information
- Court
- S.D. Tex.
- Decision Date
- August 13, 2024
- Status
- Precedential