Williams v. Poulos

Case Date: 12/14/1993
Court: United States Court of Appeals
Docket No: 93-1366



United States Court of Appeals
United States Court of Appeals
For the First Circuit
For the First Circuit
____________________
No. 93-1366

GEORGE C. WILLIAMS, ET AL.,
Plaintiffs, Appellants,

v.

RICHARD E. POULOS, ET AL.,
Defendants, Appellees.

____________________

No. 93-1367

GEORGE C. WILLIAMS, ET AL.,
Plaintiffs, Appellees,

v.

RICHARD E. POULOS, ET AL.,
Defendants, Appellees,

____________________

RALPH A. DYER
Intervenor, Appellant.

____________________

No. 93-1368

GEORGE C. WILLIAMS, ET AL.,
Plaintiffs, Appellees,

v.

RICHARD E. POULOS, ET AL.,
Defendants, Appellees,

____________________

RODNEY P. RODRIGUE
Defendants, Appellants.
____________________
No. 93-1680


GEORGE C. WILLIAMS, ET AL.,
Plaintiffs, Appellees,

v.

RICHARD E. POULOS, ET AL.,
Defendants, Appellants.
____________________

APPEALS FROM THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF MAINE

[Hon. Morton A. Brody, U.S. District Judge]
___________________
____________________

Before

Selya and Stahl, Circuit Judges,
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and Fuste,* District Judge.
______________
____________________

Allen S. Rugg, with whom Ronald R. Massumi, Kutak, Rock &
_______________ ___________________ _______________
Campbell, John S. Whitman, Richardson & Troubh, were on brief for
________ ________________ ____________________
plaintiffs-appellants George C. Williams, Allied Capital Corporation,
Allied Investment Corporation, Allied Venture Partnership, Allied
Capital Corporation II, David P. Parker, David Gladstone, Brooks H.
Browne, Frederick L. Russell, Jr., and Thomas R. Salley, E. Stephen
__________
Murray, with whom Murray, Plumb & Murray were on brief for intervenor-
______ ______________________
appellant Ralph A. Dyer.
John A. McArdle, III, with whom Daniel G. Lilley and Daniel G.
_____________________ _________________ _________
Lilley Law Offices, P.A., were on brief for defendants/appellees/
__________________________
cross-appellants Rodney P. Rodrique, Wayne E. Bowers, Sr. and John
Robichaud.
Peter J. DeTroy, III, with whom Norman, Hanson & DeTroy were on
_____________________ ________________________
brief for defendants/appellees/cross-appellants Richard E. Poulos,
John S. Campbell and Poulos & Campbell, P.A.
____________________

December 14, 1993
____________________
____________________
*Of the District of Puerto Rico, sitting by designation.


STAHL, Circuit Judge. Following a six-day civil
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bench trial, the district court ruled that the former

principal owners of Consolidated Auto Recyclers, Inc.

("CAR"), defendants Wayne Bowers, Rodney Rodrigue, and John

Robichaud (hereinafter "the CAR defendants"), violated the

federal and Maine anti-wiretap statutes when they intercepted

and recorded telephone calls made by and to plaintiffs, who

were employees or former employees of Allied Capital

Corporation ("Allied") and certain of its subsidiaries and

affiliates.1 See 18 U.S.C. 2511(1)(a) and 15 M.R.S.A.
___

710(1).2 The court also held that counsel retained by the

CAR defendants, defendants Richard E. Poulos and the law firm

of Poulos, Campbell & Zendzian, P.A. (hereinafter "the Poulos

defendants"), violated 18 U.S.C. 2511(1)(c) and (d) and 15

M.R.S.A. 710(3)(A) and (B) when they disclosed and used the


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1. For simplicity's sake, the term "Allied" should be
construed as encompassing all corporate and individual
plaintiffs, including intervenor Ralph A. Dyer.

2. 18 U.S.C. 2511(1)(a) is a provision of the federal
anti-wiretap statute, found at Title III of the Omnibus Crime
Control and Safe Streets Act of 1968, 18 U.S.C. 2510-2521.
In conjunction with other statutory provisions, it creates
criminal and civil liability for any person who
"intentionally intercepts, endeavors to intercept, or
procures any other person to intercept or endeavor to
intercept, any wire, oral, or electronic communication."
15 M.R.S.A. 710(1) is a provision of the Maine anti-
wiretap statute, found at 15 M.R.S.A. 709-713. In
conjunction with other statutory provisions, it creates
criminal and civil liability for any person who
"intentionally or knowingly intercepts, attempts to intercept
or procures any other person to intercept or attempt to
intercept, any wire or oral communication."

-3-

recordings of the telephone calls at issue with the requisite

mens rea.3 As a result, the court enjoined all defendants
____ ___

"from further using and disclosing information contained in

the subject interceptions except to obtain rulings regarding

____________________

3. 18 U.S.C. 2511(c) and (d), in conjunction with other
statutory provisions, create criminal and civil liability for
any person who

(c) intentionally discloses, or endeavors to
disclose, to any other person the contents of any
wire, oral, or electronic communication, knowing or
having reason to know that the information was
obtained through the interception of a wire, oral
or electronic communication in violation of this
subsection; or

(d) intentionally uses, or endeavors to use, the
contents of any wire, oral, or electronic
communication, knowing or having reason to know
that the information was obtained through the
interception of a wire, oral, or electronic
communication in violation of this subsection . . .
.

15 M.R.S.A. 710(3)(A) and (B), in conjunction with
other statutory provisions, create criminal and civil
liability for any person who

A. Intentionally or knowingly discloses to any
person the contents of any wire communication,
knowing that the information was obtained through
interception; or

B. Intentionally or knowingly uses or attempts to
use the contents of any wire or oral communication,
knowing that the information was obtained through
interception.
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admissibility in [an] underlying suit [brought by the CAR

defendants against plaintiffs]."4 See 18 U.S.C. 2520.5
___

Each of the three sides to this controversy has

appealed from various rulings made by the district court.

Both the CAR defendants and the Poulos defendants challenge

sundry factual findings and legal judgments, arguing

essentially that their respective actions did not run afoul

of Title III and the Maine anti-wiretap statute. Plaintiffs'

primary claim is that the court's injunction does not

sufficiently remedy the harm they have suffered and are

continuing to suffer. After carefully reviewing the record

and the parties' arguments, we affirm the judgment below.


____________________

4. In the underlying suit, Bowers v. Allied Capital Corp.,
______ _____________________
Civ. No. 91-0021-B (D. Me. filed January 1991) (Brody, J.)
("Bowers"), which was stayed pending resolution of the
______
instant case, the CAR defendants assert causes of action
under the Racketeer Influenced and Corrupt Organizations Act
("RICO"), 18 U.S.C. 1961-68, the Securities Exchange Act
of 1934, 15 U.S.C. 78a-78kk, and a host of common law
theories. Essentially, they contend that Allied entities and
personnel brought about the demise of CAR through certain
acts primarily committed in the summer of 1990. The
particulars of the relationship between CAR and the Allied
entities and personnel will be discussed more fully infra.
_____

5. Inter alia, 18 U.S.C. 2520 authorizes persons
_____ ____
victimized by violations of 18 U.S.C. 2511(1)(a),(c), and
(d) to recover, by means of a civil action, (1) appropriate
equitable or declaratory relief; (2) actual or statutory
damages; (3) punitive damages; and (4) litigation costs and a
reasonable attorney's fee.

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5

I.
I.
__

BACKGROUND
BACKGROUND
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The following detailed recitation is derived from

the factual findings made by the district court in

conjunction with Allied's motion for preliminary injunctive

relief, see Williams v. Poulos, 801 F. Supp. 867, 868-72 (D.
___ ________ ______

Me. 1992) ("Poulos I"), and after the conclusion of the bench
________

trial. See Williams v. Poulos, Civ. No. 92-0069-B, slip op.
___ ________ ______

at 3-10 (D. Me. February 4, 1993) ("Poulos II").6
_________

This case is but one in a series of civil lawsuits

and bankruptcy proceedings which can be traced to the

collapse of CAR. CAR was founded in 1988 in order to

dismantle automobiles and resell used parts. By May 1990,

CAR employed approximately one hundred and forty people and

operated throughout New England and in the Atlantic provinces

of Canada. Twenty people worked in CAR's East Vassalboro,

Maine, headquarters, including Bowers, Rodrigue, and

Robichaud, the CAR defendants. These three owned 95% of

CAR's stock and were members of CAR's Board of Directors

("the Board"). In addition, Bowers was CAR's Chief Executive

Officer ("CEO") and Treasurer, while Rodrigue served as CAR's

President.

____________________

6. The order and memorandum of opinion on the bench trial
incorporates by reference the factual findings set forth in
the order and memorandum of opinion on the motion for a
preliminary injunction. See Poulos II, slip op. at 3.
___ _________

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6

To finance its early growth and operations, CAR

developed a banking relationship with Casco Northern Bank.

In February 1990, Casco Northern refused to increase CAR's

lines of credit. As a result, CAR found itself in a serious

financial bind because it had already spent the additional

money it expected to receive. Accordingly, CAR turned to

Allied, a venture capital firm which had previously invested

in it. Allied responded with a large infusion of capital

that raised its total investment in CAR to approximately

$4,500,000.

Despite this additional funding, CAR was unable to

resolve its financial difficulties. On May 29, 1990, Casco

Northern declared CAR in default on its obligations. Two

days later, Allied followed suit. On June 28, 1990, in an

attempt to resolve the crisis, the CAR defendants entered

into an agreement with Allied which came to be known as the

"Midnight Agreement." Under its terms, Ralph A. Dyer was

made CAR's CEO and Chairman of the Board, three

representatives of Allied, plaintiffs George C. Williams,

David Gladstone, and Frederick Russell, Jr., became members

of the Board, and David Parker became an officer. The

Agreement also provided that the CAR defendants would remain

on the Board, that Bowers would retain his position as

Treasurer, and that Rodrigue would continue as President.

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7

Meanwhile, in May 1990, the CAR defendants had

commissioned Michael Leighton, who owned Probe Investigating

Service, Inc. ("Probe"), to provide a system for

electronically monitoring employee phone calls.7 The CAR

defendants felt that a surveillance system was needed (1) to

reduce CAR's telephone bills, and (2) decrease employee

theft. At the time they installed the system, the CAR

defendants apparently received impromptu advice from Attorney

Nicholas Lanzilotta that "monitoring would not be illegal if

notice was first given to the monitored employees."

After examining CAR's telephone system, Leighton

concluded that he lacked the skill and expertise to create an

appropriate monitoring system. He therefore sought

assistance from Jonathan Broome. Broome's principal business

was repairing consumer electronics; he was not an authorized

telephone system technician. Although Broome considered the

project to be unusual, Leighton assured him of its legality.

On or about June 17, 1990, Broome, working after

hours along with CAR security officer David Fisher, installed

a custom-designed monitoring system8 in CAR's East

____________________

7. Leighton and Probe were also named as defendants in this
action. At the close of trial, the district court granted
their oral motions for judgment as a matter of law.
Plaintiffs have not appealed these rulings.

8. Apparently, there was no commercially available system
which could perform the intercepting and recording functions
desired by the CAR defendants.

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8

Vassalboro headquarters. In its findings of fact, the

district court described the system as follows:

The system . . . consisted of small
alligator clips attached to a microphone
cable at one end and a "punch-down" at
the other. The wires to all the
extension lines in CAR's offices were
assembled on the punch-down. Calls could
be intercepted by attaching the alligator
clips and microphone wire to a designated
extension line on the punch-down. The
system could only monitor one extension
at a time.
The monitoring system designed by
Broome also involved an interface
connecting the microphone cable to a VCR
and a video camera. The VCR allowed the
system to record calls for up to eight
hours. The video camera recorded the
view meter on the VCR, allowing a person
to fast forward the VCR tape until the
meter indicated the presence of audio
information. The VCR, video camera and
interface were mounted together on a
plywood board and set up in an unused
bathroom next to the area containing the
punch-down. Connecting wires were run
through and over a suspended ceiling.

Poulos II, slip op. at 4-5.
_________

At some point in June 1990, Rodrigue informed the

managers at CAR that all telephone calls at CAR's offices

would be subject to random monitoring and recording. He also

instructed the managers to inform their subordinates of the

new monitoring policy. At about the same time, Rodrigue

directed employees to record long distance phone calls on

provided telephone logs. The employees were told that the

logging system was to be used in conjunction with the

monitoring system to reduce costs. On June 29, 1990,
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9

Rodrigue told the new CEO, Dyer, that CAR had a system in

place to deter employee phone abuse by randomly monitoring

employee phone calls.

David Fisher learned how to operate the monitoring

system. At first, he was instructed by the CAR defendants to

monitor the extension lines randomly. After a short time,

however, the CAR defendants told him which lines to

intercept. Fisher was further instructed to deliver the

tapes of recorded conversations to Wayne Bowers each day.

Bowers then made cassette tapes of those telephone

conversations he wished to save.

On June 21, 1990, Fisher was instructed to monitor

the telephone line of CAR Chief Financial Officer Richard

Lee, who had been hired on Allied's recommendation.

Apparently, Rodrigue and Bowers doubted Lee's loyalty to CAR.

A few weeks later, however, the monitoring system was

attached to the phone line of Jim Starr, an accountant from

an outside firm who had been assigned to audit CAR. The CAR

defendants suspected that Starr was misusing the telephone

system.

During this same general time period, Dyer's

relationship with the CAR defendants, which had been strained

from the beginning, was rapidly deteriorating. By July 10,

1990, Rodrigue and Robichaud were openly feuding with him.

On July 12, 1990, Dyer fired Rodrigue and Robichaud. About

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10

a week after the firing, Dyer obtained a temporary

restraining order barring Rodrigue and Robichaud from the CAR

premises and prohibiting them from conducting any business on

the company's behalf. Meanwhile, on July 17 or 18, 1990,

Dyer began occupying Starr's office and using Starr's

telephone line. Between July 18, 1990, and July 25, 1990, a

number of Dyer's telephone calls were intercepted and

recorded. The CAR defendants admit that, by July 19, 1990,

they were specifically targeting Dyer's conversations.9

On July 21, 1990, the CAR defendants met with

attorneys Richard E. Poulos, John S. Campbell, and Paul F.

Zendzian, the partners of Poulos, Campbell & Zendzian, P.A.,

to discuss possible legal representation in matters involving

CAR, Allied, and Dyer.10 At that meeting, the existence of

a tape containing recorded telephone conversations between

Dyer and Allied employees and representatives was disclosed

to the Poulos defendants. The Poulos defendants made no

inquiry into either how the tape was obtained or whether

____________________

9. Although not mentioned in the district court's findings
of fact, the record reflects that telephone conversations
involving Brooks Browne, an Allied employee working at CAR in
late July 1990, also were intercepted and recorded. These
conversations took place while Browne was using Dyer's
telephone.

10. Zendzian was not named as a defendant in this action.
Campbell, who was a defendant below, was adjudged by the
trial court not to have violated either Title III or the
Maine anti-wiretap statute. Plaintiffs have not appealed
from this ruling.

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there was employee notice or consent. They did, however,

advise the CAR defendants to boycott a Board meeting that was

scheduled for July 23, 1990. That meeting, which was held

telephonically so that the out-of-town Allied employees could

participate, was taped by the CAR defendants.

All monitoring and taping of telephone

conversations at CAR's headquarters was discontinued on July

25, 1990. On that same date, audio cassettes of some of the

conversations that had been taped were delivered to the

Poulos defendants, who soon thereafter agreed to represent

the CAR defendants in the Bowers lawsuit. See supra note 4.
______ ___ _____

Over the following six weeks, paralegals from the Poulos firm

prepared transcripts of the tapes.

On July 27, 1990, pursuant to a certificate filed

by Dyer with the United States Bankruptcy Court, a Chapter 11

bankruptcy proceeding was initiated on behalf of CAR.

Anthony Swenson was appointed Chapter 11 trustee for CAR on

August 10, 1990. On August 14, 1990, Swenson fired Dyer and

rehired Bowers, Rodrigue, and Robichaud. Subsequently, the

bankruptcy proceeding was converted to Chapter 7.

In early August 1990, Poulos asked Stuart W.

Tisdale, an associate attorney in his office, to prepare a

memorandum concerning the legality of intercepting wire

communications. In discussing the research assignment with

Tisdale, Poulos stated that Dyer knew about the taping in

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question. After reading Tisdale's memorandum, Poulos and

Campbell were satisfied that at least some of the information

from the tapes might be admissible as evidence or would be

otherwise useful in the case against Allied. In the district

court's view, however, they did not "follow through on their

research on the issue of consent and the legality of the

interceptions." Poulos II, slip op. at 8. Nor did they
_________

"make an effort to determine directly whether Dyer and the

other Allied employees whose conversations were intercepted

knew of or consented to the monitoring." Id. Finally, the
___

Poulos defendants "did not consult with bar counsel or advise

any court of the existence and use of the information derived

from the telephone conversations." Id.
___

On September 3 and 4, 1990, Poulos read the

transcripts of most of the recorded conversations that had

been preserved. On October 31, 1990, he disclosed contents

of the tapes to Daniel Amory and David Crocker, counsel to

the CAR Chapter 11 trustee. In so doing, Poulos told Amory

and Crocker that the tapes he possessed might have been

criminally obtained. He also asked them to keep the

existence and contents of the tapes strictly confidential.

In November and December of 1990, Poulos again reviewed the

tapes.

In September, October, and early November of 1990,

the Poulos defendants obtained a large number of documents

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13

previously delivered by Allied to CAR's Chapter 11 trustee.

The documents were produced without any involvement of the

Poulos defendants and without any connection to the existence

of the taped telephone conversations. These documents

included notes, memoranda, and other written records of

telephone conversations that had been taped on July 18, 19,

20, and 23, 1990.

In January 1991, the CAR defendants filed the

Bowers lawsuit, seeking $63,000,000 in damages from Allied,
______

Dyer, and Leo Madden, a business associate of Dyer's. After

the complaint was filed, all discovery was stayed until

December 5, 1991. During January 1992, shortly after the

discovery stay was lifted, Poulos took the depositions of

Williams, Parker, Dyer, and Madden. Poulos used both the

discovery documents pertaining to the taped conversations and

the tapes of the conversations themselves in preparing for

the aforementioned depositions. Following these depositions,

Poulos revealed the existence of the tapes to counsel for

Madden and Dyer. In so doing, he (1) told counsel that the

tapes proved that Madden and Dyer had lied during their

depositions, and (2) offered to settle with them. No

settlement was reached between the parties, and the present

lawsuit was filed by Allied on April 17, 1992.

II.
II.
___

STANDARD OF REVIEW
STANDARD OF REVIEW
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Insofar as the parties are challenging

determinations made by the district court prior to and in

conjunction with the bench trial, our standard of review is

familiar. Claimed errors of law are, of course, reviewed de
__

novo. E.g., Dedham Water Co., Inc. v. Cumberland Farms
____ ____ ________________________ _________________

Dairy, Inc., 972 F.2d 453, 457 (1st Cir. 1992); LoVuolo v.
___________ _______

Gunning, 925 F.2d 22, 25 (1st Cir. 1991). Findings of fact,
_______

however, will not be set aside unless they are demonstrated

to be clearly erroneous. Fed. R. Civ. P. 52(a); Dedham
______

Water, 972 F.2d at 457. In other words, we will give such
_____

findings effect unless, after carefully reading the record

and according due deference to the trial court's superior

ability to judge credibility, we form "`a strong, unyielding

belief that a mistake has been made.'" Dedham Water, 972
_____________

F.2d at 457 (quoting Cumpiano v. Banco Santander Puerto Rico,
________ ___________________________

902 F.2d 148, 152 (1st Cir. 1990)). As a result, where there

are two permissible views of the evidence, the interpretation

assigned by the lower court must be adopted. Rodriguez-
__________

Morales v. Veterans Admin., 931 F.2d 980, 982 (1st Cir. 1991)
_______ _______________

(citing Anderson v. Bessemer City, 470 U.S. 564, 574 (1985)).
________ _____________

The clearly erroneous standard also ordinarily

applies when we review a trial court's resolution of mixed

questions of law and fact. E.g., LoVuolo, 925 F.2d at 25;
____ _______

Henry v. Connolly, 910 F.2d 1000, 1003 (1st Cir. 1990). In
_____ ________

such situations, however, we are obligated to determine

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whether the court's resolution was infected by legal error.

See LoVuolo, 925 F.2d at 25. And, "`if a trial court bases
___ _______

its findings upon a mistaken impression of applicable legal

principles, the reviewing court is not bound by the clearly

erroneous standard.'" Id. (quoting Inwood Labs., Inc. v.
___ ___________________

Ives Labs., Inc., 456 U.S. 844, 855 n.15 (1982)).11
________________

With regard to Allied's attack upon the nature and

extent of the injunction issued by the district court, our

framework for review is equally well-established. Just as a

trial court's decision on whether to exercise its equitable

powers is committed to its sound discretion, Taino Lines,
_____________

Inc. v. M/V Constance Pan Atlantic, 982 F.2d 20, 24 (1st Cir.
____ __________________________

1992), so too is its choice of equitable remedies, Rosario-
________

Torres v. Hernandez-Colon, 889 F.2d 314, 323 (1st Cir. 1989)
______ _______________

(en banc). Thus, our role is to review only for an abuse of

that discretion. Taino, 982 F.2d at 24. Underlying this
_____

deferential standard is a recognition that, in exercising its

equitable powers, the district court "`has had first-hand

____________________

11. In a recent case, we explained our review standard for
mixed questions in a slightly different manner: "The
standard of review applicable to mixed questions usually
depends upon where they fall along [a] degree-of-deference
continuum: the more fact dominated the question, the more
likely it is that the trier's resolution will be accepted
unless shown to be clearly erroneous." In re Extradition of
____________________
Howard, 996 F.2d 1320, 1328 (1st Cir. 1993) (reviewing
______
findings made at extradition hearing) (citing United States
______________
v. Mariano, 983 F.2d 1150, 1158-59 (1st Cir. 1993); Roland M.
_______ _________
v. Concord Sch. Comm., 910 F.2d 983, 990-91 (1st Cir. 1990),
__________________
cert. denied, 111 S. Ct. 1122 (1991)).
_____ ______

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exposure to the litigants and the evidence and is in a

considerably better position to bring the scales into balance

than an appellate tribunal.'" Hiraldo-Cancel v. Aponte, 925
______________ ______

F.2d 10, 13 (1st Cir.) (quoting Rosario-Torres, 889 F.2d at
______________

323) (ellipses omitted)), cert. denied, 112 S. Ct. 637
_____ ______

(1991). Nonetheless, we will reverse if the court committed

a clear error of law. See In re Boston and Maine Corp., 719
___ ____________________________

F.2d 493, 495 (1st Cir. 1983), cert. denied, 466 U.S. 938
_____ ______

(1984); see also Feinstein v. Space Ventures, Inc., 989 F.2d
___ ____ _________ _____________________

49, 51 (1st Cir. 1993) (reviewing preliminary injunction).

It is against this backdrop that we evaluate the

parties' claims.

III.
III.
____

DISCUSSION
DISCUSSION
__________

On appeal, the CAR and Poulos defendants together

contend (1) that the court erred in rejecting their arguments

that two statutory exceptions -- the "business extension" and

"consent" exceptions -- shielded them from liability; and (2)

that the court erroneously refused to admit certain expert

testimony. In addition, the Poulos defendants alone assert

(1) that the court erred in ruling that plaintiffs' claims

for equitable relief against them were not moot; (2) that the

court erred in determining that Poulos had acted with

sufficient knowledge to have violated Title III and the Maine

anti-wiretap statute; (3) that the court erred in rejecting

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their claim that the statutory "good faith" defense relieved

them of liability; and (4) that the court erred in denying

them a jury trial on these latter two issues.

Plaintiffs' complaints essentially are (1) that the

court made mistakes of law in fashioning equitable relief for

the violations it found; (2) that the court erred in denying

their Fed. R. Civ. P. 59(e) motion to amend judgment; (3)

that the court erred in ruling that statutory damages under

18 U.S.C. 2520 are legal, and not equitable, in nature; and

(4) that the court erred in holding that the CAR defendants

were not liable for use and disclosure violations under 18

U.S.C. 2511(1)(c) and (d).

We discuss each of these arguments in turn.

A. Defendants' Arguments
A. Defendants' Arguments
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1. Statutory Exceptions
1. Statutory Exceptions
________________________

As both the CAR and Poulos defendants point out,

not all aural acquisitions of wire, oral, and electronic

communications are illegal and give rise to liability under

Title III and the Maine act. In fact, these statutes

specifically delineate certain acquisitions that do not give
___

rise to such liability. Defendants argue that the district

court erred in ruling that two of these defined exceptions --

the business extension and consent exceptions -- did not

apply. Our review, however, persuades us that the court's

rulings are supported by the record.

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a. The Business Extension Exception12

a. The Business Extension Exception12
______________________________________

The business extension exception, often called the

"extension telephone" exception, see, e.g., Campiti v.
___ ____ _______

Walonis, 611 F.2d 387, 392 (1st Cir. 1979), places outside
_______

the reach of Title III the monitoring of communications

carried out by certain types of equipment and done in the

ordinary course of business. It derives from 18 U.S.C.

2510(4) and (5). Section 2510(4) defines the term

"interception" as "the aural or other acquisition of the

contents of any wire, electronic, or oral communication

through the use of any electronic, mechanical, or other
_______ ___ ___ __ ___ __________ __________ __ _____

device." (Emphasis supplied). Section 2510(5), insofar as is
______

relevant, then defines "electronic, mechanical, or other

device" in the following manner:

(5) "electronic, mechanical, or other device"
means any device or apparatus which can be used to
intercept a wire, oral, or electronic communication
other than --
_____ ____

(a) any telephone or telegraph
instrument, equipment or facility, or any
component thereof, (i) . . . furnished by
[a] subscriber or user for connection to
the facilities of [a wire or electronic
communication] service and used in the
ordinary course of its business[.]

(Emphasis supplied). Thus, if the monitoring conducted by

the CAR defendants had been effectuated by means of a

____________________

12. The business extension exception is found only in the
federal act. Thus, we confine our discussion in this section
of the opinion to federal law.

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"telephone or telegraph instrument, equipment or facility, or

any component thereof" which was both furnished by CAR for

connection to the facilities of its communication service and

used in the ordinary course of its business, defendants'

actions would not constitute an interception and would be

beyond the reach of Title III.

The district court determined that the business

extension exception did not apply for two reasons: (1)

because "the subject conversations were intercepted and

recorded by a device configured by someone other than a

provider of electronic communication service"; and (2)

because "a legitimate business purpose did not exist at the

time the subject conversations were intercepted." See Poulos
___ ______

II, slip op. at 17. Perhaps recognizing the amount of
__

deference owed to the court's resolution of this paradigmatic

mixed question of law and fact, defendants do not expend a

great amount of energy attacking the factual findings

underpinning the court's conclusions. Instead, they argue

that the court's ruling was infected by erroneous legal

reasoning. More specifically, defendants assert that, with

regard to its first stated reason, the court misapprehended

the technical requirements of the statute, and, with regard

to its second stated reason, the court misconstrued the term

"ordinary course of business."

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20

We agree with defendants that, in concluding that

the business extension exception did not apply, the court

erred in its reasoning. Section 2510(5)(a) does not require

that the acquisition device be configured by a provider of

electronic communication service. Nor does it direct courts

to conduct an inquiry into whether a "legitimate business

purpose" for monitoring exists at the time of the challenged

aural acquisition.

Nonetheless, we believe the district court's

ultimate determination, that the business extension exception

does not apply, is sustainable. Simply put, we are at a loss

to see how the monitoring system used here, consisting as it

did of "alligator clips attached to a microphone cable at one

end" and an "interface connecting [a] microphone cable to a

VCR and a video camera" on the other, can be considered to be

a "telephone or telegraph instrument, equipment or facility,

or a[] component thereof."13 In so stating, we note that


____________________

13. In support of its position that the CAR device should be
so considered, defendants advance three arguments that are,
at best, unpersuasive. First, defendants assert that the
record evidence demonstrates that the monitoring device was
comprised of standard electronic components which are
"commonly used in telephone systems." Upon close scrutiny,
however, it is clear that this assertion is premised solely
upon an outrageous mischaracterization of the testimony of
Jonathan Broome. Broome did not testify, as defendants
suggest, that the components of the CAR system "are commonly
________
used in telephone systems." (Emphasis supplied). Instead,
__
he answered the question, "So, these wires were not uncommon
parts or components for use in various ways with the [sic]
____
telephone systems, were they?" by responding, "No. It was
all -- you don't usually use balanced shielded audio cable

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21

the CAR system is factually remote from the telephonic and

telegraphic equipment courts have recognized as falling

within the exception at 18 U.S.C. 2510(5)(a). See, e.g.,
___ ____

Epps v. St. Mary's Hosp., 802 F.2d 412, 415-16 (11th Cir.
____ _________________

1986) (dispatch console installed by telephone company

considered telephone equipment); Watkins v. L.M. Berry & Co.,
_______ ________________

704 F.2d 577, 582-84 (11th Cir. 1983) (standard extension

telephone implicitly considered telephone equipment); Briggs
______

v. American Air Filter Co., Inc., 630 F.2d 414, 416-20 (5th
______________________________

Cir. 1980) (same); James v. Newspaper Agency Corp., 591 F.2d
_____ ______________________

579, 581 (10th Cir. 1979) (monitoring device installed by


____________________

for telephone, but it is quite acceptable to." (Emphasis
supplied). In other words, rather than testifying that the
components are commonly used in telephone systems, Broome
________ __
stated that, though it was unusual, the components could
_______ _____
acceptably be used with telephone systems. In our view, such
____
testimony is not helpful to defendants.
Second, defendants claim that certain 1986 amendments to
the federal anti-wiretap statute were intended to broaden the
meaning of 18 U.S.C. 2510(5)(a) so as to include equipment
such as the CAR monitoring device. This argument flagrantly
misconstrues the purpose of the congressional action. The
legislative history makes it apparent that the 1986
amendments were aimed at strengthening the statute by
_____________
updating it to reflect nearly twenty years of
telecommunications advances. See generally S. Rep. No. 99-
___ _________
541, 99th Cong., 2d Sess. 1-11, reprinted in 1986
_________ __
U.S.C.C.A.N. 3555-65. Despite defendants' contrary urgings,
there is absolutely no evidence in this history suggesting
that Congress meant to expand the parameters of the business
extension exception so as to embrace almost all wiretapping
equipment.
Finally, defendants seem to argue that the First
Circuit, in Campiti, 611 F.2d at 392, read the "any telephone
_______
or telegraph instrument, equipment or facility, or any
component thereof" provision out of 2510(5)(a). We think
it sufficient to state without elaboration that Campiti, when
_______
fairly read in context, does no such thing.

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22

telephone company implicitly considered telephone equipment).

Indeed, we think it self evident that the CAR system, far

from being the type of exempt equipment contemplated by the

authors of the business extension exception, is precisely the

type of intercepting device Congress intended to regulate

heavily when it enacted Title III.

We recognize that it is not ordinarily the province

of appellate courts to make findings of fact or to resolve,

in the first instance, mixed questions of law and fact. Yet,

where only one resolution of a predominantly factbound

question would, on a full record, be sustainable, courts of

appeals can, and often should, decline to remand where there

has been an error committed. See Dedham Water, 972 F.2d at
___ ____________

463; see also In re Two Appeals Arising Out of the San Juan
___ ____ _______________________________________________

Plaza Hotel Fire Litigation, 994 F.2d 956, 968-69 (1st Cir.
____________________________

1993) (appellate courts may eschew remand where remanding

would be an empty exercise); Societe Des Produits Nestle,
______________________________

S.A. v. Casa Helvetia, Inc., 982 F.2d 633, 642 (1st Cir.
____ ____________________

1992) (where trial court "supportably `made the key findings

of fact' but applied the wrong rule of law, the court of

appeals ha[s] the power, in lieu of remanding, simply to

regroup the findings `along the proper matrix'") (quoting

United States v. Mora, 821 F.2d 860, 869 (1st Cir. 1987)).
_____________ ____

Here, given the trial court's findings regarding the nature

of the monitoring device, the only sustainable ruling would

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23

be that the device was not a "telephone or telegraph

instrument, equipment or facility, or a component thereof,"

and therefore not within the parameters of the business

extension exception. Accordingly, we reject the argument

that defendants are protected by this exception.14

b. The Consent Exception
b. The Consent Exception
_________________________

Both the federal and Maine acts specifically exempt

from their prohibitions the interceptions of telephone calls

where one or more of the conversants has consented to or, in

the case of the Maine act, previously authorized the

interception. See 18 U.S.C. 2511(2)(d) and 15 M.R.S.A.
___

709(4)(C).15 As we have made clear, consent under Title


____________________

14. In their brief, the CAR defendants conclude their
argument that the business extension exception applies with a
very short equitable argument that their "good faith"
reliance on the advice of others, including counsel, in
installing the monitoring system should absolve them from
liability. They do not, however, adduce any authority in
support of this novel proposition. Moreover, in the course
of rebuffing defendants' business extension exception
argument, the district court supportably found that the
interceptions here at issue were not effectuated to further
the original purpose of the monitoring system. Defendants do
not, and cannot, seriously contest this finding. Thus, the
alleged good faith of the CAR defendants in originally
__ __________
installing the system is irrelevant.
__________ ___ ______

15. In relevant part, 18 U.S.C. 2511(2)(d) provides:

It shall not be unlawful under this chapter for a
person not acting under color of law to intercept a
wire, oral, or electronic communication where . . .
one of the parties to the communication has given
prior consent to such interception . . . .

Similarly, 15 M.R.S.A. 709(4)(C) excludes from the
reach of the statute those interceptors "given prior

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III16 need not be explicit; instead, it can be implied.

See Griggs-Ryan v. Smith, 904 F.2d 112, 116 (1st Cir. 1990).
___ ___________ _____

Implied consent is not, however, constructive consent. Id.
___

"Rather, implied consent is `consent in fact' which is

inferred `from surrounding circumstances indicating that the

party knowingly agreed to the surveillance.'" Id. at 116-17
_________ ______ ___

(quoting United States v. Amen, 831 F.2d 373, 378 (2d Cir.
______________ ____

1987), cert. denied, 108 S. Ct. 1573 (1988)) (brackets
_____ ______

omitted) (emphasis supplied). In light of the prophylactic

purposes of Title III, implied consent should not be casually

inferred. See id. at 117.
___ ___

Here, the record reflects and the district court

found that Ralph Dyer was told of the "monitoring" of CAR

employee telephone calls.17 The record is not clear,

however, as to whether Dyer was informed (1) of the manner --

i.e., the intercepting and recording of telephone

____________________

authority by the sender or receiver."

16. Because the "consent" standard under Title III is
certainly no more stringent than the "prior authority"
standard set forth in 15 M.R.S.A. 709(4)(C), see supra note
___ _____
15, and because, as will be demonstrated below, we rule that
the district court did not clearly err in finding that the
consent standard had not been met, we need only discuss the
federal act in this section of the opinion.

17. Defendants' consent arguments involve only the actions
of Ralph Dyer, and are not directed at the district court's
summary judgment ruling that the consent exception does apply
to the conversations involving Brooks Browne. Accordingly,
we limit our discussion to whether Dyer consented to
interceptions of his telephone conversations.

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conversations -- in which this monitoring was conducted; and

(2) that he himself would be subjected to such monitoring.

There was testimony tending to indicate that he was so

informed, which the district judge apparently chose not to

credit, and testimony tending to indicate that he was not.

In our view, the latter testimony, far from being incredible,

was highly plausible.18 Thus, there is no basis for us to

conclude that the district court clearly erred in finding

that Dyer was not told of the manner in which the monitoring

was conducted and that he himself would be monitored. Cf.
___

Rodriguez-Morales, 931 F.2d at 982 (district court's finding
_________________

should not be disturbed where there are two permissible views

of the evidence). And, without at least this minimal
__ _____

knowledge on the part of Dyer, we do not see how his consent

in fact to the monitoring could be inferred from this record.

Cf. Griggs-Ryan, 904 F.2d at 117 (implied consent inferred