PowerPoint Slides to Accompany CONTEMPORARY BUSINESS AND ONLINE COMMERCE LAW 6th Edition by Henry R. Cheeseman Chapter 33 Antitrust Law Copyright © 2009 by Pearson Prentice Hall. All rights reserved. Antitrust Laws A series of laws enacted to limit anticompetitive behavior in almost all industries, businesses, and professions operating in the United States. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 2 Federal Antitrust Laws Sherman Act of 1890 Clayton Act of 1914 Federal Trade Commission (FTC) Act of 1914 Robinson-Patman Act of 1930 Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 3 Antitrust Enforcement The federal antitrust statutes are broadly drafted to: reflect the government’s enforcement policy allow the government to respond to economic, business, and technological changes Each administration adopts an enforcement policy for antitrust laws. Antitrust laws are enforced more stringently at some times than at other times. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 4 Antitrust Penalties Federal antitrust laws provide the following penalties: Criminal sanctions Civil penalties Private civil actions Effect of a government judgment Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 5 Section 1 of the Sherman Act: Restraints of Trade Prohibits contracts, combinations, and conspiracies in restraint of trade To violate Section 1, the restraint must be found to be unreasonable under either of two tests: Rule of reason Per se rule Requires the concerted action of two or more parties Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 6 Rules to Determine Lawfulness of a Restraint Rule of Reason A rule that holds that only unreasonable restraints of trade violate Section 1 of the Sherman Act Per Se Rule A rule that is applicable to those restraints of trade considered inherently anticompetitive Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 7 Horizontal Restraint of Trade Competitor No. 1 Agreement to restrain trade Competitor No. 2 A restraint of trade that occurs when two or more competitors at the same level of distribution enter into a contract, combination, or conspiracy to restrain trade. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 8 Horizontal restraints of trade include: Price-Fixing – occurs where competitors in the same line of business agree to to set the price of the goods they sell. A per se violation. Division of Markets – occurs when competitors agree that each will serve only a designated portion of the market. A per se violation. Group Boycott – occurs when two or more competitors at one level of distribution agree not to deal with others at another level of distribution. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 9 Group Boycott by Sellers: Agreement Not to Deal With a Customer Seller Competitor No. 1 Agreement not to deal with a customer Seller Competitor No. 2 Boycotted Customer Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 10 Group Boycott by Purchasers: Agreement Not to Deal With a Supplier Boycotted Supplier Purchaser Competitor No. 1 Agreement not to deal with a supplier Copyright © 2009 by Pearson Prentice Hall. All rights reserved. Purchaser Competitor No. 2 33 - 11 Vertical Restraint of Trade Occurs when two or more parties on different levels of distribution enter into a contract, combination, or conspiracy to restrain trade Copyright © 2009 by Pearson Prentice Hall. All rights reserved. Supplier Agreement to restrain trade Customer 33 - 12 Forms of Vertical Restraint (1 of 2) Resale Price Maintenance (vertical price- fixing) – occurs when a party at one level of distribution enters into an agreement with a party at another level to adhere to a price schedule that either sets or stabilizes prices. A per se violation of Section 1 of the Sherman Act Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 13 Forms of Vertical Restraint (2 of 2) Nonprice Vertical Restraints – are unlawful under Section 1 of the Sherman Act if their anticompetitive effects outweigh their pro-competitive effects. Include situations where a manufacturer assigns exclusive territories to retail dealers, or Limits the number of dealers that may be located in a certain territory Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 14 Defenses to Section 1 of the Sherman Act (1 of 2) Unilateral Refusal to Deal A unilateral choice by one party not to deal with another party This does not violate Section 1 of the Sherman Act because there is no concerted action with others This rule was announced in United States v. Colgate & Co. Often referred to as the Colgate doctrine Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 15 Defenses to Section 1 of the Sherman Act (2 of 2) Conscious Parallelism Occurs when two or more firms act the same but without concerted action This does not violate Section 1 because there has been no concerted action Noerr Doctrine Two or more parties may petition the government to enact laws or to take other action. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 16 Section 2 of the Sherman Act: Monopolization Prohibits the act of monopolization as well as attempts and conspiracies to monopolize Can be violated by the conduct of one firm The following elements are necessary to prove a defendant in violation of Section 2: Relevant market Monopoly power Act of monopolizing Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 17 Defining the Relevant Market Relevant product or service market – includes substitute products or services that are reasonably interchangeable with the defendant’s products or services. Relevant geographical market – the area in which the defendant and its competitors sell the product or service. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 18 Monopoly Power The power to control prices or exclude competition Measured by the market share the defendant possesses in the relevant market Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 19 Willful Act of Monopolizing A required act for there to be a violation of Section 2 of the Sherman Act i.e., predatory pricing Possession of monopoly power without such an act does not violate Section 2 of the Sherman Act. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 20 Defenses to Monopolization Innocent Acquisition Superior business acumen Monopoly that is acquired by superior skill, foresight, or industry Natural Monopoly Monopoly that is thrust upon the defendant Small market that can support only one competitor Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 21 Section 7 of the Clayton Act: Mergers Section 7 of the Clayton Act provides that it is unlawful for a person or business to acquire the stock or assets of another “where in any line of commerce or in any activity affecting commerce in any section of the country, the effect of such acquisition may be substantially to lessen competition, or to tend to create a monopoly.” Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 22 Mergers (continued) The following elements are necessary to prove a violation of Section 7 of the Clayton Act: Line of commerce – the market that will be affected by the merger. Section of the country – geographical market that will be affected by the merger. Probability of a substantial lessening of competition Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 23 Types of Mergers (1 of 2) Horizontal Mergers A merger between two or more companies that compete in the same business and geographic market United States v. Philadelphia National Bank established the presumptive illegality test Vertical Mergers A merger that integrates the operations of a supplier and a customer Backward vertical merger The customer acquires the supplier Forward vertical merger The supplier acquires the customer Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 24 Types of Mergers (2 of 2) Market Extension Mergers A merger between two companies in similar fields whose sales do not overlap Geographical market extension merger Product market extension merger Conglomerate Mergers A merger that does not fit into any other category A merger between firms in totally unrelated businesses Unfair advantage theory Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 25 Defenses to Section 7 Actions The Failing Company Doctrine Copyright © 2009 by Pearson Prentice Hall. All rights reserved. The Small Company Doctrine 33 - 26 Premerger Notification Hart-Scott-Rodino Antitrust Improvement Act of 1976 An act that requires certain firms to notify the FTC and the Department of Justice in advance of a proposed merger Unless the government challenges the proposed merger within 30 days, the merger may proceed Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 27 Section 3 of the Clayton Act: Tying Arrangements A tying arrangement is a restraint of trade where a seller refuses to sell one product to a customer unless the customer agrees to purchase a second product from the seller. Section 3 of the Clayton Act prohibits tying arrangements involving sales and leases of goods. i.e., tangible personal property Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 28 Tying Arrangements (continued) Section 1 of the Sherman Act prohibits tying arrangements involving goods, services, intangible property, and real property. A tying arrangement is lawful if there is some justifiable reason for it. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 29 Section 2 of the Clayton Act: Price Discrimination Commonly referred to as the Robinson- Patman Act Sellers often offer favorable terms to their preferred customers Price discrimination occurs if the seller does this without just cause Illegal if it results in substantially lessening competition or creating a monopoly in any line of commerce Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 30 Direct Price Discrimination To prove a violation of Section 2(a), the following elements must be shown: 1. The defendant sold commodities of like grade and quality; 2. to two or more purchasers at different prices at approximately the same time; and 3. the plaintiff suffered injury because of the price discrimination. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 31 Indirect Price Discrimination A form of price discrimination that is less readily apparent than direct forms of price discrimination i.e., favorable credit terms, freight charges, and such to favored customers These are violations of the Robinson- Patman Act Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 32 Defenses to Section 2(a) Actions The Robinson-Patman Act establishes three statutory defenses to Section 2(a) liability: 1. Cost justification defense 2. Changing conditions defense 3. Meeting the competition defense Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 33 Section 5 of the Federal Trade Commission Act: Unfair Methods of Competition Section 5 of the FTC Act – prohibits unfair methods of competition and unfair or deceptive acts or practices in or affecting commerce. Section 5 is broader than the other antitrust laws. The FTC is exclusively empowered to enforce the FTC Act. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 34 Exemptions From Antitrust Laws Statutory Exemptions – exemptions from antitrust laws that are expressly provided in statutes enacted by Congress. Implied Exemptions – exemptions from anti-trust laws that are implied by the federal courts. State Action Exemptions – business activities that are mandated by state law are exempt from federal antitrust laws. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 35 State Antitrust Laws Most states have enacted antitrust statutes. State statutes are usually patterned after the federal antitrust statutes. State antitrust laws are used to attack anti-competitive activity that occurs in intrastate commerce. Copyright © 2009 by Pearson Prentice Hall. All rights reserved. 33 - 36