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CowboyNeal writes "Last week, Oracle announced that they were making Oracle Linux available free of charge, and also provided a script that makes switching to Oracle Linux nearly painless for existing CentOS users. What makes Oracle Linux unique, and why would anyone want to use it? Read on to find out, as I delve into what Oracle Linux has to offer."

What is Oracle Linux?

On its face, Oracle Linux feels like just another Red Hat Enterprise Linux (RHEL) derivative. It uses anaconda for an installer. It uses yum for handling packages. Configuration is handled just like RHEL, CentOS, or Scientific Linux. To be honest, the reasons why anyone would switch to Oracle Linux aren't immediately apparent after installing. It feels like nearly any other Linux with the Oracle name bolted on. Under the hood, however, are some rather compelling features.

The Unbreakable Enterprise Kernel

I have to start off with saying that I hate the name "Unbreakable Enterprise Kernel." I've seen enough crazy stuff in my time, to know that no software is truly unbreakable. It might be pretty good, but unbreakable is like calling the Titanic unsinkable. Given a poor enough captain, or in this case, an administrator, I don't have any doubts that the kernel could be broken in at least some fashion. However, I suppose that "Unbreakable Enterprise Kernel" sounds a lot better than the "Pretty-dang-tootin'-robust Enterprise Kernel," and with a target like enterprise customers, terms like "Pretty-dang-tootin'" just won't get stuffy execs to authorize using Oracle Linux.

With that off my chest, let's see what the Unbreakable Linux Kernel does have to offer. Oracle has added a number of their own enhancements into a Linux 2.6 kernel. These include networking optimizations, NUMA optimizations, and enhancements for OCFS2, asynchronous I/O, SSD disk access, OLTP, and more. They clearly work pretty well, as back in March, Oracle submitted a TPC-C benchmark for a Sun Fire server that was the fastest x64-based non-clustered system.

Ksplice: Update Your Kernel Without Rebooting

Ksplice was acquired by Oracle roughly a year ago, and as a result is married to Oracle Linux rather nicely. Ksplice is the holy grail for any administrator who is obsessed with uptime. It gives you the ability to update your kernel, with no downtime necessary. This is by far the best reason to use Oracle Linux, but it also comes at a steep price. While support for Ksplice is present in the Unbreakable Enterprise Kernel, it does nothing without the Ksplice Uptrack service enabled.

How does one get Ksplice Uptrack? It's only included with an Oracle premier support contract. While Oracle is quick to note that it costs less than a similar-tier RHEL support contract, it's also still more than most people would want to pay for just reboot-less kernel updates. Sure, there's also actual support included in the contract, but the lack of an ala carte option for just Ksplice Uptrack doesn't make a premier support contract any easier to swallow.

I should note here, that regular package updates via yum, and regular kernel updates via yum, are still totally free. If you don't mind rebooting, Ksplice isn't a must-have. If Oracle wanted to attract more customers, an ala carte option for Ksplice Uptrack would be a step in the right direction. If they wanted to really build some good will with the Linux community, they'd make Ksplice Uptrack free for everyone. I know it may sound weird to mention Oracle and good will together, but I'd never thought I'd see Oracle and "free" mentioned together either. As it is, it feels like Uptrack is being used as the bait for a support contract, when the support contract should really be able to stand on its own.

DTrace: Debugging and Troubleshooting in Real Time

To be fair, the DTrace modules can be plugged into a lot of Linux kernels already out there, but Oracle Linux has done the leg work for their users. Maybe you're not doing the sort of development that requires DTrace, but it's still something handy to have in the toolbox when something breaks. It's also a handy way to profile already running processes at any moment, with little to no impact on performance when tracing a process. Oracle maintains a long list of DTrace resources on their OpenSolaris site.

Should I give this a look?

If you're already perfectly happy with your RHEL or CentOS Linux install, Oracle Linux is a hard sell, even at the price of free. After toying about with the system, I'd say it's at least worth a hard look. As it is, you get the benefits of CentOS or Scientific Linux, with Oracle's own stuff bolted on, and their enhancements, even minus Ksplice, make a compelling argument to use Oracle Linux. If you are setting up a machine to use Oracle's database software, Oracle Linux is the best choice, since it's been designed to support Oracle DB, and is the same Linux that Oracle uses in-house. While Oracle's premier support contract is cheaper than the RHEL alternative, the actual cost of switching from RHEL to Oracle in a given case may not be. While this release is a good first step for Oracle, more options, like free Ksplice Uptrack, or even a Ksplice Uptrack subscription, would make it an easier sell.

If you'd like to give Oracle Linux a try, without having to jump through a lot of hoops, the Oracle Linux Wiki has a list of download sites.

mysidia writes "Last month, it was mentioned that the OpenSolaris governing board issued an ultimatum to Oracle. It turns out that Oracle continued to ignore requests to appoint a liaison after the governing board's demands. This morning, the board unanimously passed a resolution to dissolve itself. Source code changes are no longer available, and it would appear that OpenSolaris and community involvement in the development of Solaris have been killed as rumored. We recently discussed a 'Spork' of OpenSolaris called Illumos. Perhaps now, this will have a chance at becoming a true fork."

ywlke writes "A few hours ago, an internal Oracle memo was leaked to the osol-discuss mailing list at opensolaris.org. It details Oracle's plans for Solaris and OpenSolaris; namely that OpenSolaris, the distribution, is dead. Solaris Express has come back from the grave, and source code will still be CDDL, but won't be released to the public until some time after it is incorporated into a binary release. What happens to the community now is anybody's guess." The full text of the memo is available on the mailing list, as well as apparent confirmation from an Oracle employee. That said, no official announcement has yet been made.

ywlke writes "A few hours ago, an internal Oracle memo was leaked to the osol-discuss mailing list at opensolaris.org. It details Oracle's plans for Solaris and OpenSolaris; namely that OpenSolaris, the distribution, is dead. Solaris Express has come back from the grave, and source code will still be CDDL, but won't be released to the public until some time after it is incorporated into a binary release. What happens to the community now is anybody's guess." The full text of the memo is available on the mailing list, as well as apparent confirmation from an Oracle employee. That said, no official announcement has yet been made.

An anonymous reader writes "Since Oracle's acquisition of Sun, all open source projects that now have Oracle as their primary sponsor are worried about their future, and FUD is spreading quickly. Very few public statements have been made by Oracle executives, particularly regarding OpenSolaris. The community is arguing about the difficulties of forking the code base when most (if not all) of the developers are employed by Oracle. Now Oracle wants the community to prove that open source can be made profitable. What arguments can the Slashdot crowd provide to convince Oracle about that?" Reader greg1104 tips related news about licenses for Solaris. According to an account manager, "Solaris support now comes through a contract on the hardware (Oracle SUN hardware)."

jjrff writes "Phoronix has a little piece about the future (or lack thereof) of OpenSolaris. It appears based on the current support lifecycle, OpenSolaris may be going away. There is a fun thread (read: mild flameage) on a ZFS list about it."

BBCWatcher writes "Microsoft has long claimed that the mainframe is dead, slain by the company's Windows monopoly. Yet, apparently without any mirror nearby, Microsoft is now complaining through the Microsoft-funded Computer & Communications Industry Association that not only are mainframes not dead, but IBM is so anticompetitive that governments should intervene in the hyper-competitive server market. The Wall Street Journal reports that Microsoft is worried that the trend toward cloud computing is introducing competition to the Windows franchise, favoring better-positioned companies including IBM and Cisco. HP now talks about almost nothing but the IBM mainframe, with no Tukwila CPUs to sell until 2010. The global recession is encouraging more mainframe adoption as businesses slash IT costs, dominated by labor costs, and improve business execution. In 2008, IBM mainframe revenues rose 12.5% even whilst mainframe prices fell. (IBM shipped 25% more mainframe capacity than in 2007. Other server sales reports are not so good.) IBM mainframes can run multiple operating systems concurrently, including Linux and, more recently, OpenSolaris."

BBCWatcher writes "When Sun released Solaris to the open source community in the form of OpenSolaris, would anyone have guessed that it would soon wind up running on IBM System z mainframes? Amazingly, that milestone has now been achieved. Sine Nomine Associates is making its first release of OpenSolaris for System z available for free and public download. Source code is also available. OpenSolaris for System z requires a System z9 or z10 mainframe and z/VM, the hypervisor that's nearly universal to mainframe Linux installations. (The free, limited term z/VM Evaluation Edition is available for z10 machines.) Like Linux, OpenSolaris will run on reduced price IFL processors."

An anonymous reader writes "DragonFly BSD 2.0 has been released! It includes HAMMER, DragonFly's brand-new file system supporting advanced features like history, snapshots and various other cool things. Will it become the new ZFS? Since it is BSD licensed it could also be integrated into various other operating systems."

Lally Singh writes "The Linux-friendly OpenSolaris Indiana has been released! A new, modern package manager and all the goodies of Solaris: ZFS, DTrace, SMF, and Xen on a LiveCD that was designed for Linux users. 'Why use the OpenSolaris OS you ask? It's pretty simple, you'll find it full of unique features like the new Image Packaging System (IPS), ZFS as the default filesystem, DTrace enabled packages for extreme observability and performance tuning, and many many more. We think you'll be quite happy to came by to take a look!'"

Derkjan de Haan writes "I am glad to see progress is being made on the the ability of OpenSolaris to boot from a ZFS filesystem: 'This putback provides the ability to boot the Solaris Operating System from a ZFS root file system on both x86 and SPARC platforms. Full ZFS boot and install support will be available in a subsequent build. Because of the phased putback, we recommend waiting for the full boot and install support rather than attempting to use the ZFS boot features separately.'"

eldavojohn writes "Ian Murdock (Debian author & Sun's OS Chief) made some comments about Project Indiana that many have said is an attempt to make Solaris simply "more Linux-like." But Murdock quashes any concerns that this is just another Linux clone — muddying up the waters of distribution selection. He says that it's more a 'best of both worlds' attempt to make an OS that appeals to a broader audience. From the article, "Project Indiana will include a revamped package management system, which should prove popular with developers unaccustomed to Solaris. The OS has some clunky, archaic aspects, and Murdock thinks the new package system will modernize Solaris.""

Fjan11 writes "Sun's Jonathan Schwartz has announced that Apple will be making ZFS 'the file system' in Mac OS 10.5 Leopard. It's possible that Leopard's Time Machine feature will require ZFS to run, because ZFS has back-up and snapshots build right in to the filesystem as well as a host of other features. 'Rumors of Apple's interest in ZFS began in April 2006, when an OpenSolaris mailing list revealed that Apple had contacted Sun regarding porting ZFS to OS 10. The file system later began making appearances in Leopard builds. ZFS has a long list of improvements over Apple's current file system, Journaled HFS+.'"

hoggoth writes "As a common everyman who needs big, fast, reliable storage without a big budget, I have been following a number of emerging technologies and I think they have finally become usable in combination. Specifically, it appears to me that I can put together the little brother of a $50,000 NAS/SAN solution for under $3,000. Storage experts: please tell me why this is or isn't feasible." Read on for the details of this cheap storage solution.

Get a CoolerMaster Stacker enclosure like this one (just the hardware not the software) that can hold up to 12 SATA drives. Install OpenSolaris and create ZFS pools with RAID-Z for redundancy. Export some pools with Samba for use as a NAS. Export some pools with iSCSI for use as a SAN. Run it over Gigabit Ethernet. Fast, secure, reliable, easy to administer, and cheap. Usable from Windows, Mac, and Linux. As a bonus ZFS let's me create daily or hourly snapshots at almost no cost in disk space or time.

Total cost: 1.4 Terabytes: $2,000. 7.7 Terabytes: $4,200 (Just the cost of the enclosure and the drives). That's an order of magnitude less expensive than other solutions.

Add redundant power supplies, NIC cards, SATA cards, etc as your needs require.

hoggoth writes "As a common everyman who needs big, fast, reliable storage without a big budget, I have been following a number of emerging technologies and I think they have finally become usable in combination. Specifically, it appears to me that I can put together the little brother of a $50,000 NAS/SAN solution for under $3,000. Storage experts: please tell me why this is or isn't feasible." Read on for the details of this cheap storage solution.

Get a CoolerMaster Stacker enclosure like this one (just the hardware not the software) that can hold up to 12 SATA drives. Install OpenSolaris and create ZFS pools with RAID-Z for redundancy. Export some pools with Samba for use as a NAS. Export some pools with iSCSI for use as a SAN. Run it over Gigabit Ethernet. Fast, secure, reliable, easy to administer, and cheap. Usable from Windows, Mac, and Linux. As a bonus ZFS let's me create daily or hourly snapshots at almost no cost in disk space or time.

Total cost: 1.4 Terabytes: $2,000. 7.7 Terabytes: $4,200 (Just the cost of the enclosure and the drives). That's an order of magnitude less expensive than other solutions.

Add redundant power supplies, NIC cards, SATA cards, etc as your needs require.

RLiegh sends us the second piece of news today featuring Debian founder Ian Murdock. In an entry on his blog, Murdock announced that he is joining Sun Microsystems as their chief operating platforms officer. As he put it in his opensolaris post, this "...basically means I'll be in charge of Sun's operating system strategy, spanning Solaris and Linux." In all likelihood one of his first priorities will be "closing the usability gap" between Solaris and Linux.

MaverickFire writes "OpenSolaris isn't a true open-source project, but rather a "facade," because Sun Microsystems doesn't share control of it with outsiders, executives from rival IBM say. "Sun holds it all behind the firewall. The community sees nothing," Dan Frye, the IBM vice president who runs the company's Linux Technology Center, said. Sun could do "simple things" to build a real OpenSolaris community if it were serious about doing so, Frye said. "They would push their design discussions out into the forums, so people can see what's going on," he suggested." I talked to one of the OpenSolaris developers at the project's LWCE booth in the "dot-org ghetto," and though it wasn't in response to this article, he pointed out that OpenSolaris takes contributions from all comers, has active public mailing lists, open IRC channels, and several online communities, so Frye's description seems at least overblown.

MaverickFire writes "OpenSolaris isn't a true open-source project, but rather a "facade," because Sun Microsystems doesn't share control of it with outsiders, executives from rival IBM say. "Sun holds it all behind the firewall. The community sees nothing," Dan Frye, the IBM vice president who runs the company's Linux Technology Center, said. Sun could do "simple things" to build a real OpenSolaris community if it were serious about doing so, Frye said. "They would push their design discussions out into the forums, so people can see what's going on," he suggested." I talked to one of the OpenSolaris developers at the project's LWCE booth in the "dot-org ghetto," and though it wasn't in response to this article, he pointed out that OpenSolaris takes contributions from all comers, has active public mailing lists, open IRC channels, and several online communities, so Frye's description seems at least overblown.

Udo Schmitz writes "Apples Filesystem Development Manager, Chris Emura, is looking into porting Sun Microsystems' file system ZFS to OS X. At least this is what Sun's Eric Kustarz states on the ZFS mailing list. Is this a glimpse of hope for all those of us who think HFS+ isn't up to par for a 21st century OS? Next thing you know and they'll rewrite the Finder ..."

AKAImBatman writes "While everyone was busy with the holiday season, Sun Microsystems quietly announced the start of the OpenSPARC project. Unlike previous CPUs that were based on the "Open" SPARC specifications (such as LEON), Sun is releasing the complete Verilog source code to their latest and greatest microprocessor. Their current time frame for releasing the source code to the public is in March of 2006. Given their success with the OpenSolaris project, it seems that this is likely to be more than just vaporware. So get out your Virtex FPGAs and your Verilog compilers, and let's get ready to hack some hardware!"

An anonymous reader writes "Sun's engineers have been blogging today that Sun has finally released its next generation filesystem, ZFS today by pushing out the "community" (i.e. testing) build 27 of OpenSolaris in source and binary form. There is also documentation and a a source code tour available on their site."

An anonymous reader writes "Sun's engineers have been blogging today that Sun has finally released its next generation filesystem, ZFS today by pushing out the "community" (i.e. testing) build 27 of OpenSolaris in source and binary form. There is also documentation and a a source code tour available on their site."

An anonymous reader writes "Sun's engineers have been blogging today that Sun has finally released its next generation filesystem, ZFS today by pushing out the "community" (i.e. testing) build 27 of OpenSolaris in source and binary form. There is also documentation and a a source code tour available on their site."

sunBoy asks: "A number of OpenSolaris-based Operating Systems are popping up on the map. BeleniX (screenshots), SchilliX and Nexenta (screenshots) are a few OSes which have hit the headlines in the past couple of weeks. Some say OpenSolaris has a leg up on Linux - 'For Linux, we're trying to push many distributions through to compress them into a standard. With OpenSolaris, we are already at the small end of standardization. What will follow is more OpenSolaris distributions spreading out from that core.' Is OpenSolaris really a threat to Linux?" Less of a threat and more of an alternative. Would more Unix-based alternatives on the market really be a bad thing?

v1x writes "An article at OpenSolaris examines three of the basic subsystems of the kernel and compares implementation between Solaris 10, Linux 2.6, and FreeBSD 5.3. From the article: 'Solaris, FreeBSD, and Linux are obviously benefiting from each other. With Solaris going open source, I expect this to continue at a faster rate. My impression is that change is most rapid in Linux. The benefits of this are that new technology has a quick incorporation into the system.'"

farble1670 writes "Sun Microsystems has released their Application Server 9.0 PE platform as open source, under the code name Glassfish. Version 9.0, when complete, will be J2EE 5 compliant. Code is released under Sun's CDDL (common development and distribution license), the same license used to cover the Open Solaris, the open-source Solaris operating system. This is most likely a response to the popular open-source application server JBoss, which has cut into profits for Sun as well as other major application server vendors such as BEA and IBM."

farble1670 writes "Sun Microsystems has released their Application Server 9.0 PE platform as open source, under the code name Glassfish. Version 9.0, when complete, will be J2EE 5 compliant. Code is released under Sun's CDDL (common development and distribution license), the same license used to cover the Open Solaris, the open-source Solaris operating system. This is most likely a response to the popular open-source application server JBoss, which has cut into profits for Sun as well as other major application server vendors such as BEA and IBM."

tezbobobo writes "Well, Open Solaris has only been available a matter of days and already there are new projects available. SchilliX is an OpenSolaris-based live CD and distribution that is intended to help people discover OpenSolaris. When installed on a hard drive, it also allows developers to develop and compile code in a pure OpenSolaris environment. More details are available on the author's blog."

An anonymous reader writes "Ten million lines of code and not a single profanity? Is that really possible? Apparently, yes, says OpenSolaris community manager Jim Grisanzio. He said even before Sun filtered the code, it was relatively free of profanity. 'They went through the code for a great many things,' he said, 'and I'm sure they cleaned a word or two. Or three.' But a careful look through the code will reveal some programmers' frustration." From the article: "The most embarassing comment came from a developer of the GRUB project who went only by the name of 'Gord'. 'This function is truly horrid,' he wrote. 'We try opening the device, then severely abuse the GEOMETRY->flags field to pass a file descriptor to biosdisk. Thank God nobody's looking at this comment, or my reputation would be ruined.'"

njcoder writes "C|net's news.com.com has reported that Sun Microsystems is releasing parts of the OpenSolaris code today licensed under the OSI-approved CDDL . The release consistes of over 5 million lines of code for the base system OS/Net (kernel and networking). OpenSolaris is based on Solaris 10, the current version of Sun's Unix Operating System. Back in January, Sun released the code for DTrace, a dynamic tracing tool for analyzing and debugging kernel and userland events. DTrace is one of the big features in Solaris 10. Some other highlights include the GRUB bootloader, SMF (Service Management Facility) which replaces init.d scripts, it starts up processes in parallel for faster boots (7 second boot on a dual opteron workstation I think that was the setup) as well as providing features for automatically restarting. OpenSolaris provides support for x86/x86-64 processors as well as Sparc. The Blastware guys are working on Polaris which is an OpenSolaris port to PowerPC. Sun has been working on opening Solaris for over a year now. The OpenSolaris project started with a pilot group of Sun and non-Sun users. During the pilot program a lot of info including screenshots could be found on various OpenSolaris member blogs. (My favorite is Ben Rockwood's blog). Teamware is the source code management system Sun uses for Solaris and OpenSolaris. Which was designed by Larry McVoy (now of BitKeeper) while he was at sun. No word yet on if Teamware will be available for OpenSolaris developers or not. Sun also uses CollabNet for it's Open Source project websites so that might be a possibility as well."

njcoder writes "C|net's news.com.com has reported that Sun Microsystems is releasing parts of the OpenSolaris code today licensed under the OSI-approved CDDL . The release consistes of over 5 million lines of code for the base system OS/Net (kernel and networking). OpenSolaris is based on Solaris 10, the current version of Sun's Unix Operating System. Back in January, Sun released the code for DTrace, a dynamic tracing tool for analyzing and debugging kernel and userland events. DTrace is one of the big features in Solaris 10. Some other highlights include the GRUB bootloader, SMF (Service Management Facility) which replaces init.d scripts, it starts up processes in parallel for faster boots (7 second boot on a dual opteron workstation I think that was the setup) as well as providing features for automatically restarting. OpenSolaris provides support for x86/x86-64 processors as well as Sparc. The Blastware guys are working on Polaris which is an OpenSolaris port to PowerPC. Sun has been working on opening Solaris for over a year now. The OpenSolaris project started with a pilot group of Sun and non-Sun users. During the pilot program a lot of info including screenshots could be found on various OpenSolaris member blogs. (My favorite is Ben Rockwood's blog). Teamware is the source code management system Sun uses for Solaris and OpenSolaris. Which was designed by Larry McVoy (now of BitKeeper) while he was at sun. No word yet on if Teamware will be available for OpenSolaris developers or not. Sun also uses CollabNet for it's Open Source project websites so that might be a possibility as well."

An anonymous reader writes "Sun have announced the OpenSolaris community advisory board, chaired by Roy Felding (co founder and director of the Apache Foundatation), two community appointed people, Rich Teer and Al Hooper (both members of the infamous gang of six that helped to get Sun to restart Solaris x86) and two sun employees - well known open source evangelist Simon Phipps and kernel engineer Casper Dik. No date for the code release as of yet, but it can't be far off now."

Mark Stone writes with a thoughtful look back at the year 2004 in open source, pointing out both major gains and inevitable uncertainties. He writes "2004 stands out as a year in which open source consolidated its position as a valuable and accepted approach to business and technology policy. A less obvious but significant trend underlies all of this: even as open source business models join the mainstream, the open source development model remains a mysterious process on which large technology companies struggle to capitalize. Key issues and developments have played out in four areas: legal, policy, business, and technology." Read on for the rest. Legal

The biggest non-story of the year was SCO's legal efforts. So far SCO has not been able to make substantial headway with a single one of its legal claims, and indeed has suffered a number of significant setbacks in court.

This is certainly good news for Linux and open source. Going back five or six years, clearly one of the major obstacles to widespread adoption of open source software was the uncertain legal status of both the software and the licenses. While this aspect of open source is still an unfinished saga -- more on that shortly -- the inability of SCO, through either legal or PR channels, to undermine Linux gives reason for confidence about the future.

The real story about SCO in 2004 has in fact been the telling of that story. While mainstream media coverage of SCO has varied widely -- sometimes accurate, sometimes resembling coverage of the OJ Simpson trial -- Groklaw has emerged as a steady voice of reason and objectivity adeptly defusing all attempts at "FUD" PR around the case.

2004 has been, especially as an election year, a controversial year for the phenomenon of blogging. Whether blogging will provide a sustainable alternate voice in journalism is very much an open question. A few blog sites, however, have shown what a handful of dedicated individuals can do in the face of much larger, and better funded PR machines. Groklaw is an outstanding example of the positive journalism effect that blogging can have.

The legal front brought other good news for the open source community. Norway's Supreme Court acquitted Jon Johansen, and the Norwegian Economic Crime Unit opted not to appeal the decision. In the United States the Digital Millenium Copyright Act still remains the law of the land, but the Recording Industry Association of America has made little progress in forcing ISPs to disclose the identities of alleged file swappers.

A more troubling legal trend is the shift in debate about the intellectual property status of open source software. The principles behind the "copyleft" approach have gained continued acceptance, and have even been leveraged as an integral part of some business models. The debate now, however, centers more around patents that copyright.

IBM has been out in front of the patent issue. Their open source license was the first to explicitly address patent licensing as an issue above and beyond copyright, and they've taken steps, even recent steps, to see that open source development is unencumbered by patent concerns. IBM is not the only company putting patents in the open source domain. Sun Microsystems recently announced they will make patents available under their recently approved Common Development and Distribution open source license (CDDL).

All of this would seem to be good news for the open source community, especially given that Poland's objections have put a temporary halt to the Europan Union software patent initiative. Appearances can be deceiving, however. IBM is a supporter of software patents. Sun's gesture is in fact intended to create a competitive advantage for OpenSolaris over Linux, since the patent protection Sun offers applies only to work licensed under the CDDL -- in other words, not Linux. In a recent News.com commentary, Bruce Parens said, "So while claiming to make the patents available to open-source developers, Sun can sue folks who work on Linux rather than Solaris."

The biggest patent concern comes from Microsoft. In a speech in Australia, Microsoft CEO Steve Ballmer claimed that Linux violated more than 200 patents. While this may be more hype -- or hope -- than fact, it does tip Microsoft's hand in terms of what tactics they are willing to use to meet the Linux competitive threat.

Policy

All other things being equal, customers prefer an open system to a closed one, and vendor choice over vendor lock-in. In the IT world in general, and between Windows and Linux in particular, all other things are not equal, which makes platform choice complicated. More and more, however, organizations are seeing Linux as a viable platform choice that

• Lowers up-front licensing fees
• Has the support and backing of significant technology vendors, whether small, medium (Red Hat), or large (IBM, Novell)
• Avoids vendor lock-in at both the platform and application level

These claims are independent of the more controversial claims about improving security and lowering total cost of ownership. 2004 has added an interesting additional element to the mix: the desire of government organizations outside the United States to not be dependent on a large, American technology company whose revenues exceed the gross national product of most nations.

This software declaration of independence has taken several forms. Sometimes it seems simply to be a negotiating tactic to force Microsoft to lower prices. India may be an example.

Sometimes, however, price is not the issue. Munich, for example, committed to making the switch to Linux despite direct lobbying efforts by Microsoft CEO Steve Ballmer. In the case of a high tech country like Germany, this decision is probably influenced by the reluctance to be dependent on an American company guilty of monopoly practices.

The situation in the developing world is somewhat different. Unshackled by significant requirements of backward compatibility, emerging economies like Venezuela's have a chance to make a clean start and avoid what they perceive as the pitfalls and inefficiencies in older IT infrastructures.

The policy approach in China is even more alarming to traditional technology vendors. China clearly does not want to build an economy dependent on outside production or services, whether it's factories or satellite launches. In the software world China has made it clear that it can and will build its own platform and application stack leveraging open source components, if that is what it has to do to maintain control of its software destiny.

Business

The North American market for computer technology has, in many ways, reached the saturation point. A Pentium 4, to say nothing of a 64-bit processor, is already overkill for most office desktop applications. Older versions of the Microsoft Office suite, and older versions of Microsoft Windows, are often quite adequate for business productivity needs. The problem for traditional technology vendors is aggravated by the fact that Linux, Open Office, and other open source software may now be good enough.

On the one hand this accounts for why policy issues and the international technology market have become so important: this is where technology vendors see the biggest opportunity to grow new business. On the other hand, open source is forcing some significant changes in the software market domestically.

The most visible effect of open source has been the commoditization effect. Microsoft, as we've seen, has been forced to acknowledge the competitive impact Linux is having, and to cut prices overseas in response to this competition. Yet even companies like BEA acknowledge that open source will have an increasing commoditizing effect, meaning that they will cede lower levels of the application stack to freely available open source software and seek to add value further up the stack.

The most dramatic concession to commoditization in 2004 has been the announcement that Sun is open sourcing Solaris. Said one Sun executive who asked to remain anonymous, "Do you think we'd be open sourcing Solaris if we had any other way to compete with Linux on price? Of course not."

If anything, the opening of Solaris reinforces that Sun has been unable to find a business model built around Linux. Given that competitors like IBM and HP have, with varying degrees of success, been able to integrate Linux into their business models, one suspects that there are deeper problems at Sun than the opening of Solaris can solve.

The bottom line is that Sun is still trying to compete with, rather than embrace Linux. The CDDL doesn't extend patent protection to anyone working under a different open source License, and the CDDL is incompatible with the GPL, meaning none of the Solaris code can be used to benefit Linux.

This move, of using a license as a competitive tool, is one of the more subtle but more important business trends to emerge from open source in 2004.

The most common approach is a dual-licensing scheme, utilized by Trolltech (for Qt), Sleepycat (for Berkeley DB), MySQL, and newcomer db4objects, among others.

In each case the company makes its core product available under the GPL, or else under a similar viral-type license. Since each of these software products is intended to be embedded within or combined with other software to create a derivative product, companies are forced to make their own product available as open source, or to approach the originating company about separate licensing under proprietary terms.

The result is a very low-cost distribution mechanism for the open source companies, as well as a cheap in-bound sales channel of pre-qualified leads.

Of course, to be able to dual-license, you must have created all the code in question, or have full rights granted to you for all the code in question. Thus this very successful open source business model is incompatible with the open source development model; each of the companies using the dual-license approach does all, or nearly all of their software development in-house.

Technology

What then of the open source development model? Has it enjoyed the growth and widespread acceptance that open source business models have?

Certainly 2004 saw a number of significant releases for open source projects. GIMP 2.0 was finally released, as was Gnome 2.6. Large companies as well as individual projects made strides. IBM announced the release of its Java database, Cloudscape, as open source. Novell released SUSE Enterprise Server 9.

The year's most significant releases were the 2.6 series of Linux kernels, and the 1.0 release of Mono. With 2.6, Linux now has many of the features needed to compete as an enterprise-class server: better multiprocessor support, failover and hot-swap support, better journaling file system support.

Mono is absolutely critical if the open source community is to compete in the application development market. C# and .Net will be important application building blocks for the forseeable future, and Linux and open source need to be viable approaches.

The Debian Project has undergone an interesting evolution in the last year. Long-time Debian users have often complained about the slow pace at which Debian moves, favoring security and stability over feature growth. The result is a very solid server system, but one that, for the end user, often lacks support for advanced hardware.

The solution, which seems so obvious now, is independent distributions that leverage Debian as a base but target the end user with ease-of-use features and hardware-support features that have yet to make it into Debian. Two successful projects heading down this path are Ubuntu, which follows the Gnome approach to usability, and Mepis, which follows the KDE approach to usability. Either distribution will give you an easy install, access to Debian packages and apt-based network updates, but with more advanced hardware support and an improved UI over stock Debian.

By far the biggest development story of the year, however, has been Firefox, the browser component of the Mozilla project.

Timing is everything. Security, privacy, and spyware have become major concerns in 2004. Microsoft has refused to significantly update Internet Explorer (IE) until Longhorn is released, which could be in 2006 (as in "Santa Claus could be real"). The Mozilla Foundation capitalized on this opportunity with a major fundraising blitz for the foundation and PR blitz around Firefox; this included a full-page New York Times ad.

In November, Firefox 1.0 was released, and to date downloads exceed 10 million. Mozilla has raised over $250,000 in its fundraising campaign. While IE's market share still hovers around 90%, Firefox has rapidly grown to 5% market share, and put a dent in IE's market share for the first time in years. Industry analyst Gartner Group has looked at the results of 2004 and declared the browser war open again.

Looking ahead to 2005, it's interesting to ponder the tech sector's differing response to open source business and open source development models. The business models are reasonably well understood and generally accepted now. Not everyone is leveraging open source as a business play, but everyone understands it is one viable strategy to pursue.

On the development side, however, the results of open source continue to confound the establishment. Why did no one see the Firefox phenomenon coming? Equally important, why isn't anyone (AOL) attempting to leverage Firefox's market success and technology advantages?

With Solaris, it's interesting to note that even supporters of OpenSolaris admit it sees no real development savings to opening Solaris; the benefits are all on the marketing side. Ben Rockwood blogs "It's going to take Sun more work to maintain it open source than it will to just leave it closed."

Yes, open source has become mainstream. But that mainstream presence needs to be more than a commodity benefit to companies willing to leverage the results of open source. Will mainstream technology companies figure out how to anticipate and collaborate with open source development as a deep part of their technology strategy? That's a big question that 2005 may answer.

Mark Stone is an open source consultant and freelance writer living in the Sierra Nevada region of Northern California. He can be reached at mark.stone@gmail.com.

An anonymous reader writes "Sun has launched the first version of opensolaris.org, featuring a small initial drop of source code. The idea is to make a display of good faith to the Solaris community while the rest of the source code due diligence is completed. The source code for Dynamic Tracing (DTrace) is available for download under the terms of the newly OSI-approved CDDL license."

A reader writes:"According to this week's Gentoo Weekly Newsletter, Gentoo is planning a port to Sun's partially-announced OpenSolaris. Something interesting to look out for, or just more hype from a developer often criticized even by Gentoo people for not looking before he leaps?"