Wavelinq, Inc. v. JDS Lightwave Products Group, Inc.

Wavelinq, Inc. v. JDS Lightwave Prods. Group, Inc., 289 F. App'x 755 (5th Cir. 2008) · United States Court of Appeals for the Fifth Circuit · August 14, 2008 · No. No. 05-11359

Summary

The Fifth Circuit reviewed a breach-of-contract dispute concerning royalty or earn-out payments under an asset purchase agreement. The court held that the disputed products could fall within the agreement, upheld the district court’s resubmission of inconsistent jury verdicts and supplemental instructions, and affirmed the judgment in most respects. It reversed and remanded solely because the district court applied the Texas prejudgment interest rate; the opinion was designated unpublished and nonprecedential under Fifth Circuit Rule 47.5.

Court
United States Court of Appeals for the Fifth Circuit
Writing for the Court
King; Garza; Owen
Jurisdiction
Federal
Decision date
August 14, 2008
Docket number
No. 05-11359
Procedural posture
After a jury found that JDS breached an asset purchase agreement and awarded damages, both sides appealed. JDS challenged liability, the supplemental jury instructions, the earn-out payment ruling, the sufficiency of the damages evidence, and the prejudgment-interest rate. Wavelinq cross-appealed the refusal to enter judgment on the jury's first verdict and the reduction of the earn-out-statement damages.
Standard of review
Denial of judgment as a matter of law and summary judgment, and choice-of-law determinations, were reviewed de novo. Supplemental jury instructions were reviewed for abuse of discretion. Unpreserved objections to the original jury charge were reviewable only for error so fundamental as to result in a miscarriage of justice.
Precedential value
nonprecedential
Parties
JDS Lightwave Products Group, Inc., JDS Uniphase, Inc., Wavelinq, Inc. on cross-appeal v. Wavelinq, Inc., JDS Lightwave Products Group, Inc. and JDS Uniphase, Inc. on cross-appeal
Disposition
reversed_and_remanded

Topics

breach of contractcontract interpretationcommercial litigationappellate procedureprejudgment interest

Practice areas

contract lawcommercial litigationcivil procedureappellate procedureremedies

Questions Presented

  1. Whether the disputed wavelength lockers and integrated monitoring products were excluded as a matter of law from the asset purchase agreement's earn-out definition of product sales.
  2. Whether the district court properly resubmitted the inconsistent first verdict to the jury with supplemental instructions.
  3. Whether the supplemental instructions were coercive or otherwise constituted an abuse of discretion.
  4. Whether JDS was required to pay the $897,773 reflected in the earn-out statement while Wavelinq's objection to the statement remained pending.
  5. Whether sufficient evidence supported the second verdict's damages awards.
  6. Whether Ontario or Texas law governed the prejudgment-interest rate.

Holdings

  1. The agreement did not, as a matter of law, exclude the disputed wavelength lockers, narrowband and broadband lockers, lasers with integrated monitors, or integrated power monitor-channel monitors from the definition of qualifying product sales.
  2. The district court properly resubmitted the conflicting verdict to the jury rather than entering judgment on the first verdict.
  3. The supplemental instructions were not an abuse of discretion and did not coerce a particular verdict.
  4. The agreement did not make payment of the $897,773 earn-out-statement amount contingent on resolution of Wavelinq's dispute, so the district court properly denied JDS's summary judgment motion.
  5. The evidence was sufficient to support the second verdict's awards for disputed and undisputed products, even though the awards did not exactly correspond to Wavelinq's damages model.
  6. Ontario law governs the prejudgment-interest rate because the parties selected Ontario law for the agreement, and the district court erred by applying the Texas rate.

Key quotations

The cardinal rule of contract interpretation ‘is that the court should give effect to the intention of the parties as expressed in their written agreement,’ and where the intention of the parties ‘is plainly expressed in the language of the agreement, the court should not stray beyond the four corners of the agreement.’ (at 759)
The practice of resubmission to the jury for clarification when the verdict is conflicting is well-established. (at 764)
Since the parties contracted to use Ontario law, it should govern the prejudgment interest rate. (at 776)

Factual background

Wavelinq designed and manufactured a wavelength monitoring unit for fiberoptic transmission systems and sold its assets to JDS in exchange for cash, employment for Seago, and an earn-out provision. The agreement required JDS to pay seven percent of qualifying product sales over three years, subject to an aggregate cap of $5 million, and to provide annual earn-out statements. JDS failed to provide statements for the first two years and later supplied a vague statement acknowledging $897,773 in amounts owed, while excluding sales of wavelength lockers and integrated monitoring products. A jury found breaches concerning those disputed products, understated sales of included products, and the earn-out statements.

Procedural history

Wavelinq and Jim Seago sued JDS in the Northern District of Texas for royalties allegedly due under an asset purchase agreement. The jury found breaches involving disputed products, understated sales of undisputed products, and earn-out statements. After supplemental instructions and a second verdict, the district court entered judgment for $3,147,773, including $897,773 for earn-out statements. The Fifth Circuit affirmed most of the judgment but reversed the use of Texas prejudgment interest and remanded for application of Ontario law.

Remand instructions

Affirm the district court's judgment in all respects except prejudgment interest; reverse the portion applying Texas prejudgment interest and remand for application of Ontario prejudgment-interest law. Each party bears its own costs of appeal.

Court Document

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