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February 9, 2009 8:07 AM PST

Behind the scenes in Microsoft's war against Linux

by Matt Asay
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Even as Microsoft has slipped into the mainstream of open source by embedding it in its products and adopting open-source strategies for services such as customer relationship management, it continues its subversive fight against Linux.

Linux is different, you see. Open source, as Microsoft is starting to recognize, is just another part of its ecosystem, one that it must support, if it wants Windows to continue to be a first-class computing citizen.

The open-source operating system, however, is competition--Microsoft's top competition, if CEO Steve Ballmer's words are to be taken at face value.

In this context, Microsoft's recent patent deal with Brother makes sense. Otherwise, as ZDNet UK opines, it's a deal that causes much head-scratching:

This time, the lucky donor of cash for secrets is Brother, which will now be allowed to use Microsoft patents to make printers.

As Microsoft doesn't make printers--indeed, (it) doesn't even make printer drivers--it is an interesting exercise to try and guess what's actually happened...(Microsoft) sends in the lads to midsize companies (that) would really suffer from a long court case, and who cares about that lovely legal fact of intellectual-property life: paying off a determined litigant is often cheaper than winning...If Microsoft cares about looking like a company more interested in innovating openly than doing closed deals, then it should be open on details such as which patents are involved.

Otherwise, Microsoft's trick of gaining revenue from licensing open-source software behind closed doors will smell more and more like extortion.

Slowly, behind the scenes, Microsoft continues to try to portray Linux as risky and Microsoft's patent coverage as insurance. Given that the company selling the insurance is also the one threatening a lawsuit, however, Microsoft needs to step very carefully to avoid the "extortionist" label. I personally believe that it has already crossed the line and needs to get back to competition between products, not lawyers.

Microsoft Windows competes well against Linux. The company doesn't need patent trickery. It has a compelling, valuable ecosystem that it can use against Linux. Why does it continue these Linux kidney punches, of which Microsoft claims it has closed more than 500 deals?

Perhaps Microsoft is the company with something to hide? The last time I checked, Linux was open source, with everything available for public inspection. In the Brother patent deal, as in all the others, Microsoft has made absolutely nothing available for public inspection to test the veracity of its claims. That's a sign of weakness, not of strength.

Follow me on Twitter at mjasay.

Matt Asay brings a decade of in-the-trenches open-source business and legal experience to The Open Road, with an emphasis on emerging open-source business strategies and opportunities. Matt is vice president of business development at Alfresco, a company that develops open-source software for content management. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure. You can follow Matt on Twitter @mjasay.
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by Mr. Dee February 9, 2009 9:01 AM PST
Microsoft is a business that is built on proprietary intellectual property. It must be protected. The Windows platform in particular is an ecosystem as you noted, there is a lot of stuff in the operating system Microsoft must protect, not for their own sake, but for their industry partners from which Microsoft licenses technologies.
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by forever4now February 9, 2009 9:21 AM PST
OK. Then why doesn't Microsoft identify what they believe is being infringed upon, instead of spreading FUD and acting like an extortionist?
by odubtaig February 9, 2009 9:33 AM PST
If Microsoft has licensed patented technologies from others, it's up to those who own the patents to protect them, not Microsoft.

Idiot.
by Matt Asay February 9, 2009 9:41 AM PST
I absolutely concur that IP should be protected, but the way Microsoft is going about this makes me think that its end game is not to protect its IP, but rather to muddy the water on others'. If Microsoft is worried about Linux, let it go after IBM, Red Hat, Amazon, TiVo, and others whose businesses depend upon it. Brother? Linux is a nice afterthought in its business...which is precisely why Microsoft can afford to go after it, not the others mentioned.

I think Microsoft generally makes great products. It should compete on that basis, not this sneaky patent whisper game.
by holyhope February 9, 2009 9:48 AM PST
Microsoft has done more to hold back computer progress than any other entity. They have however been a tremendous boon to business and governmental control. Their fight against linux is like science against apostacy, it will end in victory for linux as anyone can see. And Bill Gates will die naked just like me, just like any mob boss.
by rapier1 February 9, 2009 10:11 AM PST
Why doesn't MS identify what it believes is being infringed on? Mostly because disclosing that when it doesn't need to would tip their strategic hand. Look at it this way - if Brother and MS cross licenses patents A and B from MS and C and D from Brother and announce it then HP would know that both MS and Brother are very interested in these technologies and will try to position themselves to take advantage of this. This may be detrimental to both Brother and MS so these sort of deals are often kept confidential.
by Mr. Dee February 9, 2009 12:41 PM PST
@odubtaig: the fact that you have to resort calling me an idiot shows that you are still living in moms basement. Go to a Community College and get your GED instead of helping to tank the global economy.
by odubtaig February 9, 2009 1:30 PM PST
No, you are an idiot. Now explain away the other part of my comment.
by iptofar February 9, 2009 9:08 AM PST
Lawyers are called in when the innovation is over. (If MS ever actually innovated anything in the first place.)
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by Cybernuaght February 9, 2009 9:34 AM PST
As a technology buyer, I seek out products from companies that aren't threatening to sue everyone. For example, I chose to implement Alfresco over Share Point and I have Novell SuSE servers rather than MS for files, printing, email, etc ...

Good business comes from good products not good lawyers.
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by xcal78 February 9, 2009 9:50 AM PST
"As a technology buyer, I seek out products from companies that aren't threatening to sue everyone."

You just selectively pick then ones you like I guess? Novell can sue Microsoft but Microsoft can't sue Linux? Thanks for the great laugh at lunch.
by ajauch February 9, 2009 10:14 AM PST
That's really funny considering Novell's history of lawsuits. Remember that MSFT had to pay them off a few years back to keep them quiet. Apple is also known for bringing out the lawyers pretty freely so I guess you won't buy a Mac or an iPod.

Big companies equal big time legal action. Just a fact of life.

If you really want to stop the foolishness, let's talk tort reform.
by rapier1 February 9, 2009 9:50 AM PST
There is one problem with the linked article that may have an impact on the analysis. The in the ZDNet UK article the author states "Patents, you might remember, are designed to encourage innovation by the disclosure of information."

This is entirely wrong. Patents are actually designed to encourage innovation by giving innovators the exclusive rights to methods and technology thereby providing them with a market advantage and, hopefully, financial gain. They are published, in part, to disseminate information but mostly to give other innovators fair warning.
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by odubtaig February 9, 2009 10:18 AM PST
Both wrong.

In the US system at least, patents were introduced to encourage the disclosure of inventions so others could learn from the ingenuity of the inventor without the inventor risking his life's work being stolen and profited from by others (a good many historically famous inventors had their work stolen so all they ever got was their name in the history books).

The entire intention of patents was to put an end to trade secrets and encourage the sharing of information in a fashion which imposed no penalties on inventors.

It has also, of course, had the beneficial effect of allowing people to license their patents to companies with the financial backing to produce a product which would otherwise never have seen the light of day, all the while safe in the knowledge that no-one can (legally) use their idea, no matter how much they may have seen of it, withou permission.
by rapier1 February 9, 2009 1:13 PM PST
I stand corrected. It was always my understanding that the patent was mostly for the limited monopoly rights and that the publication was to reduce infringement.
by xcal78 February 10, 2009 10:26 AM PST
What Is a Patent?
A patent for an invention is the grant of a property right to the inventor, issued by the United States Patent and Trademark Office. Generally, the term of a new patent is 20 years from the date on which the application for the patent was filed in the United States or, in special cases, from the date an earlier related application was filed, subject to the payment of maintenance fees. U.S. patent grants are effective only within the United States, U.S. territories, and U.S. possessions. Under certain circumstances, patent term extensions or adjustments may be available.

The right conferred by the patent grant is, in the language of the statute and of the grant itself, ?the right to exclude others from making, using, offering for sale, or selling? the invention in the United States or ?importing? the invention into the United States. What is granted is not the right to make, use, offer for sale, sell or import, but the right to exclude others from making, using, offering for sale, selling or importing the invention. Once a patent is issued, the patentee must enforce the patent without aid of the USPTO.

There are three types of patents:

1) Utility patents may be granted to anyone who invents or discovers any new and useful process, machine, article of manufacture, or composition of matter, or any new and useful improvement thereof;

2) Design patents may be granted to anyone who invents a new, original, and ornamental design for an article of manufacture; and

3) Plant patents may be granted to anyone who invents or discovers and asexually reproduces any distinct and new variety of plant.

Reference:
http://www.uspto.gov/web/offices/pac/doc/general/index.html#patent
by seven7dust February 9, 2009 10:00 AM PST
Wonder why people don't have a problem with MS copying in the first place
the new Windows 7 taskbar is so KDE eske
and half of Vista's new features were bloated rip-off's of OSX
Reply to this comment
by CrashPad63 February 9, 2009 10:12 AM PST
Then your saying KDE is copying Windows 95?
by odubtaig February 9, 2009 10:19 AM PST
Because they all steal from each other these days.

I mean, where did Gnome and KDE get 'taskbars' from in the first place, eh?
by gregoien February 9, 2009 10:03 AM PST
There are dozens of companies that enforce their patents. Their standard pitch is we own the patent either sign and pay the agreement or we will sue. Why are you picking on Microsoft?

Next time look at how IBM defends its implementation of Unix - AIX or Apple enforces the Mac patents (seen many Mac clones lately?)
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by xcal78 February 9, 2009 10:52 AM PST
Good point. There is no substitute for a Mac except a real Mac. Apple has done very well to protect its' property.
by odubtaig February 9, 2009 11:38 AM PST
Yes, let's look at companies who don't hide behind bogus threats, empty promises or dubious statistics but take real action over patents that have more substance than a wet tissue.

IBM and Apple don't make with the highly public sabre rattling (which, BTW, could have had MS sued for defamation in the UK. Look up why), they wait until they have something provable and bring down the hammer.

Microsoft: The Corp. Who Cried Wolf.
by dune1953 February 9, 2009 10:03 AM PST
MS has developed other technologies that may be useful in a printer. A couple that comes to mind are XPS (XML Paper Specification) and HD Photo. Elements of XPS are no doubt patented. So, I think that it is likely that Brother licensed these technologies for inclusion into their printers.
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by shootthecops February 9, 2009 10:57 AM PST
microsoft has no valid patents to threaten linux with, all they have is a lot of money and enough lawyers to choke out competitors in court.
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by Vegaman_Dan February 9, 2009 11:33 AM PST
I don't like Microsoft's actions in this situation. But by muddying the waters, as they say, it may cause more confusion and doubt for all and that's something Linux has always had trouble with- getting any sort of consistent message through. It's too nebulous and unknown. With little leadership or concise direction, it is hard to determine what it is for the average person's perceptions.

I wish MSFT would leave Linux alone to grow or wither on its own merits and not by anyone else's efforts. We all benefit from the competition.
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by smarin820 February 9, 2009 8:46 PM PST
Microsoft will be found out if they are doing these things. I for one am glad I stopped using Microsoft Windows. There is no looking back and I tell a person a day (at least) about linux. It may take a while to get more folks on board, but anything is possible. Plus, maybe, just maybe it will make Microsoft produce a better, more stable product.

--Steve
Been using Linux and Unix now for 4 years...Microsoft free and loving it.
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by techninut February 10, 2009 9:04 AM PST
Microsoft should release a competing line of Windows operating systems that are available for free. (1) Server product and (1) consumer product.

I don't think it's necessary for Microsoft to completely release all of their code for inspection by the public. I understand why some people want that and many argue that Linux is still extremely secure, even with this knowledge available to everyone and anyone.

The point is that Windows is on 90+ % of the worlds computers. Microsoft has a bigger risk and many people have invested a lot of money on Microsoft licenses because of the security behind their product information.

Microsoft could put a small team on an open source Windows project. That team could start with the Windows XP source code and build on that OS to create the free Operating Systems needed to compete with Linux. This would be a cost-effective way for Microsoft to quickly jump into this.

I'm no insider on this. From a consumer standpoint it makes sense for Microsoft to get involved in open source with a free Windows Operating System. Especially in a time when the world economy is in such bad shape. Cost is a huge driving factor in why people choose Linux over Windows.
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About The Open Road

Matt Asay brings a decade of in-the-trenches open-source business and legal experience to the Open Road, with an emphasis on emerging open-source business strategies and opportunities. Matt is general manager of the Americas division and vice president of business development at Alfresco, a company that develops open-source software for content management. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure.

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