A BRIEF ANALYSIS OF THE BRAZILIAN SOFTWARE JUDICIAL CASES
Milton Lucídio Leão Barcellos - Lawyer and Industrial Property Agent
Partner of Milton Leão Barcellos & Cia. Ltda. Intellectual Property Office
e-mail: milton@trademarks.com.br

The Brazilian Software Law (Law n.º 9.609/98) which treats with intellectual property protection of software and the commerce of software tells us that software has the protection that is given to literary works. This Law was looking to give the same software protection of the international laws and conventions.

But the nature of software is quite different from the nature of literary works, and the Brazilian Courts have had some problems in recogniging and judging cases of software imitation because of it's different nature and, at the same time, the problem of the legal equating to literary works (Articles 1.º e 2.º of the Law n.º 9.609/98). This kind of problems brings different decisions in our Courts.

So, what realy can be considered as piracy or imitation of software?

There is no doubt about the understanding that the idea or object of the software is not protected by the Intellectual Property System (The only exception is in case of trade secrets). We can say that the software protection reaches many kinds of parts that compose it and this protection does not obstruct the creation of similar software "...when the creation is made by the functional characteristics or the limitation to another form to express the same idea."(Article 6.º, III of the Law 9.609/98).

Analysing only the structure and architecture of the software (its underlying organization) and the main program contained in the software (the instructions that are part of the software) - characteristics that must be original (must have the personality of the author) to be protect by the software law - we understand that we will have piracy or imitation when the identities or similarities between two software programs can not be explained by the technical necessities needed to elaborate the software.

However, in the piracy universe we have two kind of disloyal competitors: First, we have the competitor that is not in the market as a direct competitor of the author of the software, but simply makes copies of the software for the under-law commerce, normaly called pirates. In the secound place, we have the enterprises that are direct competitors of the software owner in the market elaborating and developing software, for example, the Microsoft and Apple. In the first case it is easy to verify the illegal reprodution of software, since there is no kind of modification in the software, just the copy, and a well-directed lawsuit will leave almost no doubt to the judge's mind about the illegal reprodution of the software.

But in the secound case, when the competitors are at equal levels, for example, Compaq and Hewlett Packard, there are a lot of other subjects, including industrial spying, software modifications, employee changes and others that complicate the analysis and the understanding of the judge as to weather the kind of similarity is an infringement of the software law and the authors' rights. Once the software is created and the owner introduces it to the channels of commerce it is possible that the competitor is not satisfied only to adopt the idea and work to create his own software (procedure that the software law allows), but instead starts to reverse-engineer the software created by his competitor by making a copy of some program lines or instructions and making some superficial modifications to it look like original work and to seem like this illegal kind of copy it is also protected by Intellectual Property Rights.

In this last case, it is fundamental to pay attention to the details, and it is important a good performance of the lawyer from the outset of the lawsuit to guarantee good conclusions of the software expert added to the judge's impression that will define the success of the process. In fact the bigest judicial instability is in the exam of this situation - that is the examination of how many identical program lines have to exist between two software programs for the judge to recognize the intellectual property rights of the original versus the illegal copy.

For this question, unfortunatly, there isn't conclusive answer, but we have a leading case in the south of Brazil that has found that it is not necessary for a complete copy of the software exist in order to breach the intellectual property rights of the original. This leading case recognized as illegal the partial copy of the original program. To use the intellectual property rights against unfair competitors it is important that the author or the titular of the economic rights of the software register it at the Instituto Nacional da Propriedade Industrial (Brazilian Industrial Property Office). Registration is the best and most acceptable instrument for proving the date of creation and determining who is the author and who is the titular of the software's intellectual property rights.


Author:
Milton Lucídio Leão Barcellos
Lawyer and Industrial Property Agent
Brazilian Bar Association n.º 43707
Industrial Property Agent - API/BR n.º 0838

© 05/2001 All kind of reprodution must have the formal authorization of the author.

Published on the Les Nouvelles - Journal of the Licensing Executives Society - September 2001 Edition - Les News Section - Page 2
Also published on the Brazilian Intellectual Property Association - ABPI Magazine number 55 - December 2001 Edition - Page 41.