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February 21, 2008 12:22 PM PST

Microsoft's long history of open-source acrimony

by Stephen Shankland

Over the years, Microsoft statements toward open-source software have ranged from derision and threats to mollification and even cautious praise.

Microsoft's Thursday announcement of a significantly more accommodating approach to open-source programmers is just the latest refinement of the company's ambivalence. At the same time that Microsoft's new arrangement opens up previously secret specifications and protocols for use in open-source software, it also insists that companies planning on distributing or using that software need a patent license.

So to put the news into historical context, here's a chronology of some of Microsoft's statements and practices regarding open-source software over the years:

• On October 31, 1998, the first so-called "Halloween memo" from Microsoft suggested that some in the company saw open-source software as a major threat. "The intrinsic parallelism and free idea exchange in open-source software has benefits that are not replicable with our current licensing model and therefore present a long-term developer mindshare threat," the memo said, suggesting that one way to thwart open-source software would be to extend communication protocols with Microsoft-only changes.

• In May 2001, Microsoft Senior Vice President Craig Mundie derided the business model of open-source software companies that aim to sell support rather than software licenses, likening the practice to that of failed dot-com companies. "A common trait of many of the companies that failed is that they gave away for free or at a loss the very thing they produced that was of greatest value--in the hope that somehow they'd make money selling something else," Mundie said.

• In June 2001, Microsoft co-founder Bill Gates described the widely used General Public License as "Pac-Man-like," referring to the GPL's requirement that software tightly integrated with GPL components must by the license also be governed by the GPL.

• In a June 2001 interview with the Chicago Sun-Times, Microsoft Chief Executive Steve Ballmer said, "Linux is a cancer that attaches itself in an intellectual property sense to everything it touches...The way the license is written (the Linux kernel uses the GPL), if you use any open-source software, you have to make the rest of your software open source."

• A newer "Halloween" internal memo, based on research in 2001, warned that Microsoft's attacks on open-source software and licensing "are not effective" and are backfiring.

• In an October 2002 interview, Ballmer touted Microsoft's shared-source program, which initially emulated some open-source attributes without giving programmers full freedoms. "We're learning...from the Linux world...If you take a look at the Linux world...There are many more communities in the Windows world than in the Linux world. I don't think we have mobilized that community as effectively as the Linux community has."

• In June 2003, Pete Houston, Microsoft's senior director server strategy, said Microsoft had moved beyond its philosophical attacks and had begun trying to show customers the "business value" of Microsoft products. "I don't see the Linux community development model building the integrated offerings we have today," he said.

• A Microsoft executive, Richard Emerson, helped to arrange an October 2003 investment of $50 million in The SCO Group shortly after it began a high-profile but largely unsuccessful attack that argued Linux violated the company's Unix intellectual property, according to the head of BayStar Capital, which made the investment.

• In January 2004, Microsoft launched a "Get the Facts" ad campaign to try to show the cost advantages of Windows and other Microsoft products compared with open-source rivals.

• Midway through the decade, Microsoft softened its attacks and even began launching its own open-source projects.

• In June 2005, Ballmer said Microsoft isn't trying to compete with the philosophy behind Linux, only with it as a software product. "We come to work every day and we compete with products, we don't compete with movements," he said.

• In June 2006, Microsoft launched a site called CodePlex to host shared-source projects.

• In May 2007, Ballmer and Brad Smith, Microsoft's top lawyer, said Linux and other opens-source projects collectively violate 235 Microsoft patents. "We live in a world where we honor, and support the honoring of, intellectual property," Ballmer said in an interview with Fortune. Microsoft's open-source competitors must "play by the same rules as the rest of the business."

• In September 2007, Clint Patterson, public relations director for Microsoft's Unified Communications Group, said: "The open-source development model has yet to demonstrate the ability to support profitable software businesses that can drive the coordinated research and testing necessary to sustain innovation."

• In October 2007, after Red Hat Linux had declined to enter into a patent licensing-deal the way rival Novell had, Microsoft's Ballmer told an audience that customers using Red Hat Linux need to pay Microsoft for its intellectual property. "People (who) use Red Hat, at least with respect to our intellectual property, in a sense have an obligation to eventually to compensate us."

• In October 2007, the Open Source Initiative grants official open-source status to two Microsoft licenses, meaning that projects governed by those licenses may be called open-source software.

• Finally, here's how Ballmer described Thursday's move: "Our goal is to promote greater interoperability, opportunity, and choice for customers and developers throughout the industry by making our products more open and by sharing even more information about our technologies."

Stephen Shankland writes about a wide range of technology and products, but has a particular focus on browsers and digital photography. He joined CNET News in 1998 and since then also has covered Google, Yahoo, servers, supercomputing, Linux and open-source software, and science. E-mail Stephen, or follow him on Twitter at http://www.twitter.com/stshank.
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Software is written in the torrent
by BALTHOR1 February 21, 2008 1:02 PM PST
If the al-Qaeda weren't there we'd be able to write our own operating systems.
Reply to this comment
Full support to standards.
by feranick February 21, 2008 1:41 PM PST
I don't get this, really. Open standards already exists. The least thing MS should do is to conform to them. Start with web standards, even Internet Explorer 8 is not fully compliant. Than adopt the ODF standard in MS Office. Don't try to push your format (MS-OXML) which is not a standard and it has being heavily criticized for not being fully open and documented.

Being open doesn't only mean opening up some protocols/formats of yours. It means fully supports and embrace internationally recognized formats and protocols.

Those two small steps would be something in the right direction. Everything else it's just a spin, coming from a company which is not new in this sort of "bling bling" campaigns.
Reply to this comment
???
by MadKiwi February 21, 2008 2:29 PM PST
This is the second non-sensical comment I have read by this contributor and it's even more non-sensical than the first...
Reply to this comment
microsoft's long history of . . . what?
by the_piano_man February 22, 2008 8:21 AM PST
Wow, now monkey boy and his minions are trying the covert approach - the serpent is alive and well in Redmond Wa: "Trust us; we really are nice and won't hurt anyone." Some of the gullible will fall for this bs. Some just like ms because they don't or can't know anything else. Can't people get it through their heads - if it's seems to good to be true it's probably a big lie. Somebody tell these jerks at ms its not ok to abuse people for 20 years and then offer up the profit they made from others pain as a redemption for their lack of ethics.
Reply to this comment
Same old Story, Cry Wolf, Lie, Cheat, Steal
by educateme February 22, 2008 8:47 AM PST
There is nothing new here, same people, same game.

They lied and cheated for the whole history of the company, they are not about to get religion now. Once a crook and a cheat always a crook and a cheat.

They care about one thing only....Me Me Me. Its not about being open and fair. Its about Being Number One, two, three and Four, take all the spoils.

Dont trust them any further than you can throw them or Steve Ballmer's office chairs. They have cried Wolf for years, but the song remains the same. If they burned down and got a new staff then maybe they would change, otherwise, its not gonna turn out any different. Purely Lip service.
Reply to this comment
open source != binary lib+api
by cracm February 22, 2008 8:29 PM PST
Pitiful how the press is playing this, giving into Microsoft's lies and propaganda, expressing that opening up api's to binary libraries is akin to open source.

as a side note though, the worst abuser to openness is Apple using bsd for their kernel and giving back nothing. An obnoxious strategy not using the superior linux kernel, limiting the vast amount of open hardware drivers, plus their patent trolling of the canvas tag and true type font hinting, amongst other things.

both major software companies are pitiful in their disregard for developers which ultimately contribute to the success of their software and the advent of new technology.

Hopefully one day technology patents follow the medical patents and allow generics after a few years.
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About Underexposed

This blog sheds light on digital photography subjects such as cameras, photo editing, and Web sites. Shankland joined CNET News in 1998 after a five-year stint as a science writer. He's a lab rat who grew up in Los Alamos, N.M., and graduated from Harvard.

Contact Stephen at Stephen.Shankland@cnet.com

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