Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_05-cv-01452/USCOURTS-cand-3_05-cv-01452-9/pdf.json

Nature of Suit Code: 840
Nature of Suit: Trademark
Cause of Action: 15:1051 Trademark Infringement

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STIPULATED PROTECTIVE ORDER

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George Frost (Bar No. 178528)

HOSIE McARTHUR LLP

One Market Spear Street Tower, Suite 2200

San Francisco, CA 94105

Telephone: (415) 247-6000

Facsimile: (415) 247-6001

Attorney for Plaintiff,

INSIDER SOFTWARE, INC.,

a Delaware corporation

STEPHEN N. HOLLMAN, ESQ (Bar No. 55219)

Business & Technology Law Center

160 W. Santa Clara Street, Ste. 1050

San Jose, CA 95113

Telephone: (408) 282-1949

Facsimile: (408) 275-9930

Attorney for Defendants, MORRISON SOFTDESIGN, INC.

and JOHN MORRISON

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

SAN FRANCISCO DIVISION

INSIDER SOFTWARE INC.,

a Delaware corporation,

Plaintiff,

vs.

MORRISON SOFTDESIGN INC.,

a North Carolina corporation, and

JOHN MORRISON, an individual,

Defendants.

Case No.: C 05 01452 MHP

STIPULATED PROTECTIVE ORDER

[Electronic digital signatures permitted]

1. PURPOSES AND LIMITATIONS

Disclosure and discovery activity in this action are likely to involve production of

confidential, proprietary, including to, but not limited, to business or financial information, or

private information for which special protection from public disclosure and from use for any

purpose other than prosecuting this litigation would be warranted. Accordingly, the parties

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STIPULATED PROTECTIVE ORDER

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hereby stipulate to and petition the court to enter the following Stipulated Protective Order (this

“Order”). The parties acknowledge that this Order does not confer blanket protections on all

disclosures or responses to discovery and that the protection it affords extends only to the limited

information or items that are entitled under the applicable legal principles to treatment as

confidential. The parties further acknowledge, as set forth in Section 10, below, that this Order

creates no entitlement to file confidential information under seal; Civil Local Rule 79-5 sets forth

the procedures that must be followed and reflects the standards that will be applied when a party

seeks permission from the court to file material under seal.

2. DEFINITIONS

2.1 Party: any party to this action, including all of its officers, directors,

employees, consultants, retained experts, and outside counsel (and their support staff).

2.2 Disclosure or Discovery Material: all items or information, regardless of

the medium or manner generated, stored, or maintained (including, among other things,

testimony, transcript, or tangible things) that are produced or generated in disclosures or

responses to discovery in this agreement or by agreement of counsel for the parties following

February 8 mediation.

2.3 “Confidential” Information or Items: information (regardless of how

generated, stored or maintained) or tangible things that qualify for protection under standards

developed under F.R.Civ.P.26(c) and/or produced by the Designating Party, as defined below,

that the Designating Party believes in good faith constitutes confidential, proprietary or private

business or financial information the dissemination of which to a non-party is likely to create risk

of substantial harm to the ability of the Designating Party and/or its affiliated entity to conduct

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STIPULATED PROTECTIVE ORDER

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business in a competitive fashion, and which shall thereby only be used pursuant to this Order in

this litigation.

2.4 “Attorneys’ Eyes Only” or “Outside Attorneys’ Eyes Only” Information

or Items: extremely sensitive “Confidential Information or Items” whose disclosure to another

Party or non-party would create a substantial risk of serious injury that could not be avoided by

less restrictive means.

2.5 Receiving Party: a Party that receives Disclosure or Discovery Material

from a Producing Party.

2.6 Producing Party: a Party or non-Party that produces Disclosure or

Discovery Material in this action.

2.7 Designating Party: a Party or non-Party, including, but not limited to,

Extensis, Inc., that designates information or items that it produces in disclosures or in responses

to discovery as “Confidential” or “Attorneys’ Eyes Only” or “Outside Attorneys’ Eyes Only.”

2.8 Protected Material: any Disclosure or Discovery Material that is

designated as “Confidential” or “Attorneys’ Eyes Only” or “Outside Attorneys’ Eyes Only.”

2.9 Outside Counsel: attorneys who are not employees of a party but who are

retained to represent or advise a Party in this action.

2.10 House Counsel: attorneys who are employees of a Party.

2.11 Counsel (without qualifier): Outside Counsel and House Counsel (as well

as their support staff).

2.12 Expert: a person with specialized knowledge or experience in a matter

pertinent to the litigation who has been retained by a Party or its counsel to serve as an expert

witness or as a consultant in this action and who is not a past or a current employee of a Party or

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STIPULATED PROTECTIVE ORDER

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of a competitor of a Party and who, at the time of retention, is not anticipated to become an

employee of a Party or a competitor of a Party. This definition includes a professional jury or

trial consultant retained in connection with this litigation.

2.13 Professional Vendors: person or entities that provide litigation support

(e.g. photocopying; videotaping; translating; preparing exhibits or demonstrations; organizing,

storing, retrieving data in any form or medium, etc.) and their employees and subcontractors.

3. SCOPE

The protections conferred by this Order cover not only Protected Material, but also

information copied or extracted therefrom, as well as all copies, excerpts, summaries, or

compilations thereof, plus testimony, conversations, or presentations by parties or counsel to or

in court or in other settings that might reveal Protected Material.

4. DURATION

Even after the termination of this litigation, the confidentiality obligations imposed by

this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court

order otherwise directs.

5. DESIGNATING PROTECTED MATERIAL

5.1 Exercise of Restraint and Care in Designating Material for Protection.

Each Party or non-party that designates information or items for protection under this Order must

take care to limit any such designation to specific material that qualifies under the appropriate

standards. A Designating Party must take care to designate for protection only those parts of

material, documents, items, or oral or written communications that qualify – so that other

portions of the material, documents, items, or communications for which protection is not

warranted are not swept unjustifiably within the ambit of this Order.

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Mass, indiscriminate, or routinized designations are prohibited. Designations that

are shown to be clearly unjustified, or that have been made for an improper purpose (e.g. to

unnecessarily encumber or retard the case development process, or to impose unnecessary

expenses and burdens on other parties), expose the Designating Party to sanctions.

 If it comes to a Party’s or a non-party’s attention that information or items that it

designated for protection do no qualify for protection at all, or do not qualify for the level of

protection initially asserted, that Party or non-party must promptly notify all other parties that it

is withdrawing the mistaken designation.

5.2 Manner and Timing of Designations. Except as otherwise provided in this

Order (see, e.g. second paragraph of Section 5.2(a), below), or as otherwise stipulated or ordered,

material that qualifies for protection under this Order must be clearly so designated before the

material is disclosed or produced, provided, however, that all materials produced by any Party in

this litigation prior to the effective date of this Order will be deemed to qualify for protection

under this Order.

Designation in conformity with this Order requires:

(a) for information in documentary form (apart from transcripts of

depositions or other pretrial or trial proceedings), that the Producing Party affix the legend

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY” at the top or side or bottom of each page that contains Protected Material. If only a

portion or portions of the material on a page qualifies for protection, the Producing Party also

must clearly identify the protected portion(s) (e.g., by making appropriate markings in the

margins) and must specify, for each portion, the level of protection being asserted (either

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STIPULATED PROTECTIVE ORDER

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“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY”).

A Party or non-party that makes original documents or materials available

for inspection need not designate them for protection until after inspecting Party has indicated

which material it would like copied and produced. During the inspection and before designation,

all of the material made available for inspection shall be deemed “ATTORNEYS’ EYES

ONLY” or “OUTSIDE ATTORNEYS’ EYES ONLY.” After the inspecting Party has identified

the documents it wants copied and produced, the Producing Party must determine which

documents, or portions thereof, qualify for protection under this Order, then, before producing

the specified documents, the Producing Party must affix the appropriate legend

(“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY”) at the top or side or bottom of each page that contains Protected Material. If only a

portion or portions of the material on a page qualifies for protection, the Producing Party also

must clearly identify the protected portion(s) (e.g., by making appropriate markings in the

margins) and must specify, for each portion, the level of protection being asserted (either

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY”).

(b) for testimony given in deposition or in other pretrial or trial

proceedings, that the Party or non-party offering or sponsoring the testimony identify on the

record, before close of deposition, hearing, or other proceeding, all protected testimony, and

further specify any portions of the testimony that qualify as “ATTORNEYS’ EYES ONLY” or

“OUTSIDE ATTORNEYS’ EYES ONLY.” When it is impractical to identify separately each

portion of testimony that is entitled to protection, and when it appears that substantial portions of

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the testimony may invoke on the record, the Party or non-party that sponsors, offers, or gives

testimony may invoke on the record (before the deposition or proceeding is concluded) a right to

have up to 20 days to identify the specific portions of the testimony as to which protection is

sought and to specify the level of protection being asserted (“CONFIDENTIAL” or

“ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES ONLY”). Only those

portions of the testimony that are appropriately designated for protection within the 20 days shall

be covered by the provisions of this Order.

Transcript pages containing Protected Material must be separately bound

by the court reporter, who must affix to the top or side or bottom of each such page the legend

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY” as instructed by the Party or non-party offering or sponsoring the witness or presenting

testimony.

(c) for information produced in some form other than documentary,

and for any other tangible items, that the Producing Party affix in a prominent place on the

exterior of the container or containers in which information or items is stored the legend

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY.” If only portions of the information or item warrant protection, the Producing Party, to

the extent applicable, shall identify the protected portions, specifying whether they qualify as

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY.”

5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent

failure to designate qualified information or items as “CONFIDENTIAL” or “ATTORNEYS’

EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES ONLY” does not, standing alone, waive

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the Designating Party’s right to secure protection under this Order for such material. If material

is appropriately designated as “CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or

“OUTSIDE ATTORNEYS’ EYES ONLY” after the material was initially produced, the

Receiving Party, on timely notification of the designation, must make reasonable efforts to

assure that the material is treated in accordance with the provisions of this Order.

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1 Timing of Challenges. Unless a prompt challenge to a Designating Party’s

confidentiality designation is necessary to avoid foreseeable substantial unfairness, unnecessary

economic burdens, or a later significant disruption or delay of the litigation, a Party does not

waive its right to challenge a confidentiality designation by electing not to mount a challenge

promptly after the original designation is disclosed.

6.2 Meet and Confer. A Party that elects to initiate a challenge to a

Designating Party’s confidentiality designation must do so in good faith and must begin the

process by conferring directly (in voice to voice dialogue; other forms of communication are not

sufficient) with counsel for the Designating Party. In conferring, the challenging Party must

explain the basis for its belief that the confidentiality designation was not proper and must give

the Designating Party an opportunity to review the designated material, to reconsider the

circumstances, and, if no change in designation is offered, to explain the basis for the chosen

designation. A challenging Party may proceed to the next stage of the challenge process only if

it has engaged in this meet and confer process first.

6.3 Judicial Intervention. A Party that elects to press a challenge to a

confidentiality designation after considering the justification offered by the Designating Party

may file and serve a motion under Civil Local Rule 7 (and in compliance with Civil Local Rule

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79-5, if applicable) that identifies the challenged material and sets forth in detail the basis for the

challenge. Each such motion must be accompanied by a competent declaration that affirms that

the movant has complied with the meet and confer requirements imposed in the preceding

paragraph and that sets forth with specificity the justification for the confidentiality designation

that was given by the Designating Party in the meet and confer dialogue.

The burden of persuasion in any such proceeding shall be on the Designating

Party. Until the court rules on the challenge, all parties shall continue to afford the material in

question the level of protection to which it is entitled under the Producing Party’s designation.

7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1 Basic Principles. A Receiving Party may use Protected Material that is

disclosed or produced by another Party or by a non-party in connection with this case only for

prosecuting, defending, or attempting to settle this litigation. Such Protected Material may be

disclosed only to the categories of persons and under the conditions described in this Order.

When the litigation has been terminated, a Receiving Party must comply with the provisions of

Section 11, below.

Protected Material must be stored and maintained by a Receiving Party at a

location and in a secure manner that ensures that access is limited to the persons authorized

under this Order.

7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless

otherwise ordered by the court or permitted in writing by the Designating Party, a Receiving

Party may disclose any information or item designated CONFIDENTIAL only to:

(a) the Receiving Party’s Outside Counsel of record in this action, as

well as employees of said Counsel to whom it is reasonably necessary to disclose the information

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STIPULATED PROTECTIVE ORDER

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for this litigation and who have signed the “Acknowledgement and Agreement to Be Bound” that

is attached hereto as Exhibit A;

(b) the officers, directors, and employees (including House Counsel)

of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who

have signed the “Acknowledgement and Agreement to Be Bound” (Exhibit A);

(c) Experts (as defined in this Order) of the Receiving Party to whom

disclosure is reasonably necessary for this litigation and who have signed the

“Acknowledgement and Agreement to Be Bound” (Exhibit A);

(d) the Court and its personnel;

(e) court reporters, their staffs, and professional vendors to whom

disclosure is reasonably necessary for this litigation and who have signed the

“Acknowledgement and Agreement to Be Bound” (Exhibit A);

(f) during their depositions, witnesses for whom disclosure is

reasonably necessary and who have signed the “Acknowledgement and Agreement to Be Bound”

(Exhibit A). Pages of transcribed deposition testimony or exhibits to depositions that reveal

Protected Material must be separately bound by the court reporter and may not be disclosed to

anyone except as permitted under this Order; and

(g) the author of the document or the original source of the

information.

7.3 Disclosure of “ATTORNEYS’ EYES ONLY” or “OUTSIDE

ATTORNEYS’ EYES ONLY”. Unless otherwise ordered by the court or permitted in writing

by the Designating Party, a Receiving Party may disclose any information or item designated

“ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES ONLY” only to:

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(a) the Receiving Party’s Outside Counsel of record in this action, as

well as employees of said Counsel to whom it is reasonably necessary to disclose the information

for this litigation and who have signed the “Acknowledgement and Agreement to Be Bound” that

is attached hereto as Exhibit A;

(b) experts (as defined in this Order) of the Receiving Party (1) to

whom disclosure is reasonably necessary for this litigation, (2) who have signed the

“Acknowledgement and Agreement to Be Bound” (Exhibit A), and (3) as to whom the

procedures set forth in Paragraph 7.4, below, have been followed;

(c) the Court and its personnel;

(d) court reporters, their staffs, and professional vendors to whom

disclosure is reasonably necessary for this litigation and who have signed the

“Acknowledgement and Agreement to Be Bound” (Exhibit A);

(e) the author of the document or the original source of the

information.

7.4 Procedures for Approving Disclosure of “ATTORNEYS’ EYES ONLY”

or “OUTSIDE ATTORNEYS’ EYES ONLY” Information or Items to “Experts”.

(a) Unless otherwise ordered by the court or agreed in writing by the

Designating Party, a Party that seeks to disclose to an “Expert” (as defined in this Order) any

information or item that has been designated as “ATTORNEYS’ EYES ONLY” or “OUTSIDE

ATTORNEYS’ EYES ONLY” first must make a written request to the Designating Party that (1)

identifies the specific information that the Receiving Party seeks permission to disclose to the

Expert, (2) sets forth the full name of the Expert and the city and state of his or her primary

residence, (3) attaches a copy of the Expert’s current resume, (4) identifies the Expert’s current

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employer(s), (5) identifies each person or entity from whom the Expert has received

compensation for work in his or her area of expertise or to whom the expert provided

professional services at any time during the preceding five years, if reasonably available, and (6)

identifies (by name and number of the case, filing date, and location of court) any litigation in

connection with which the Expert provided professional services during the preceding five years.

(b) A Party that makes a request and provides information specified in

the preceding paragraph may disclose the subject Protected Material to the identified Expert

unless, within seven court days of delivering the request, the Party receives a written objection

from the Designating Party. Any such objection must set forth in detail the grounds on which it

is based.

(c) A Party that receives a timely written objection must meet and

confer with the Designating Party (through direct voice to voice) to try to resolve the matter by

agreement. If no agreement is reached, a Party seeking to make the disclosure to the Expert may

file a motion as provided in Civil Local Rule 7 (and in compliance with Civil Local Rule 79-5, if

applicable) seeking permission from the court to do so. Any such motion must describe the

circumstances with specificity, set forth in detail the reasons for which the disclosure to the

Expert is reasonably necessary, assess the risk of harm that the disclosure would entail and

suggest any additional means that might be used to reduce that risk. In addition, any such

motion must be accompanied by a competent declaration in which the movant describes the

parties’ efforts to resolve the matter by agreement (i.e., the extent and the content of the meet and

confer discussions) and sets forth the reasons advanced by the Designating Party for its refusal to

approve the disclosure.

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In any such proceeding the Party opposing disclosure to the Expert shall

bear the burden of proving that the risk of harm that the disclosure would entail (under such

safeguards proposed) outweighs the Receiving Party’s need to disclose the Protected Material to

the Expert.

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN

OTHER LITIGATION.

If a Receiving Party is served with a subpoena or an order issued in other litigation that

would compel disclosure of any information or items designated in this action as

“CONFIDENTIAL” or “ATTORNEYS’ EYES ONLY” or “OUTSIDE ATTORNEYS’ EYES

ONLY,” the Receiving Party must so notify the Designating Party, in writing (by fax, if possible)

immediately and in no event more than three court days after receiving the subpoena or order.

Such notification must include a copy of the subpoena or court order.

The Receiving Party also must immediately inform in writing the Party who caused the

subpoena or order to issue in the other litigation that some or all material covered by the

subpoena or order is the subject of this Order. In addition, the Receiving Party must deliver a

copy of this Order promptly to the other Party in the other action that caused the subpoena or

order to issue.

The purpose of imposing these duties is to alert the interested parties to the existence of

this Order and to afford the Designating Party in this case an opportunity to try to protect its

confidentiality interests in the court from which the subpoena or order issued. The Designating

Party shall bear the burdens and the expenses of seeking protection in that court of its

confidential material – and nothing in these provisions should be construed as authorizing or

encouraging a Receiving Party in this action to disobey a lawful directive from the court.

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9. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL

If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected

Material to any person or in any circumstance not authorized under this Order, the Receiving

Party must immediately (a) notify in writing the Designating Party of the unauthorized

disclosures, (b) use its best efforts to retrieve all copies of the Protected Material, (c) inform the

person or persons to whom unauthorized disclosures were made of all the terms of this Order,

and (d) request such person or persons execute the “Acknowledgement and Agreement to Be

Bound” that is attached hereto as Exhibit A.

10. FILING PROTECTED MATERIAL. Without written permission from the

Designating Party or a court order secured after appropriate notice to all interested persons, a

Party may not file in the public record in this action any Protected Material. A Party that seeks

to file under seal any Protected Material must comply with Civil Local Rule 79-5.

11. FINAL DISPOSITION. Unless otherwise ordered or agreed in writing by the

Producing Party, within sixty days after the final termination of this action, each Receiving Party

must return all Protected Material to the Producing Party. As used in this subdivision, “all

Protected Material” includes all copies, abstracts, compilations, summaries or any other form of

reproducing or capturing any of the Protected Material. With permission in writing from the

Designating Party, the Receiving Party may destroy some or all of the Protected Material instead

of returning it. Whether the Protected Material is returned or destroyed, the Receiving Party

must submit a written certification to the Producing Party (and, if not the same person or entity,

to the Designating Party) by the sixty day deadline that identifies (by category, where

appropriate) all the Protected Material that was returned or destroyed and that affirms the

Receiving Party has not retained any copies, abstracts, compilations, summaries or other forms

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of reproducing or capturing any of the Protected Material. Notwithstanding this provision,

Counsel are entitled to retain an archival copy of all pleadings, motion papers, transcripts, legal

memoranda, correspondence or attorney work product, even if such materials contain Protected

Material. Any such archival copies that contain or constitute Protected Material remain subject

to this Protective Order as set forth in Section 4, above.

12. MISCELLANEOUS.

12.1. Right to Further Relief. Nothing in this Order abridges the right of any

person to seek its modification by the Court in the future.

12.2 Right to Assert Other Objections. By stipulating to the entry of this Order

no Party waives any right it otherwise would have to object to disclosing or producing any

information or item on any ground not addressed in this Order. Similarly, no Party waives any

right to object on any ground to use in evidence of any of the material covered by this Order.

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD

DATED: April 27, 2006 By: /digitally signed/George Frost 

George Frost

Attorney for plaintiff, INSIDER

SOFTWARE, INC., a Delaware corporation

DATED: April 27, 2006 By: /digitally signed/Stephen N. Hollman 

Stephen N. Hollman

Attorneys for defendants,

MORRISON SOFTDESIGN, INC.,

a North Carolina corporation, and

JOHN MORRISON, an individual

PURSUANT TO STIPULATION, IT IS SO ORDERED.

DATED: ______, 2006 

Marilyn H. Patel

United States District Court Judge

May 2

U

NITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge Marilyn H. Patel

Case 3:05-cv-01452-MHP Document 68 Filed 05/02/06 Page 15 of 15