Slashdot Mirror


Linux vs. SCO: The Decision Matrix

hexidec writes "Haven't seen this here yet, though I may have missed it. Anyway... A group of Australian techies have put together an analysis matrix of the likelyhood of each SCO Unix claim being true, and what outcome would most likely result if so. Puts a lot of the various recent suppositions in one handy place."

26 of 457 comments (clear)

  1. Hmmm... by Tiresias_Mons · · Score: 2, Interesting

    ...all the linux is unaffected conclusions, while probably right, make is seem a little like the following line of analysis:

    1) Something here
    2) ...
    3) Profit!

    I don't know, just seemed like kinda a cheesy chart to me, although a lot of the points he made were decent enough, the analysis seemed cheesy.

    --
    "But that's just my opinion, I could be wrong" - Dennis Miller
  2. Look, they're not stupid. by s20451 · · Score: 5, Interesting

    I am distressed that most of the anti-SCO argument seems to be based on the fact that SCO continued to publish Linux after claiming infringement.

    David Boies is a smart man, and surely he or his legal team would have thought of this. They must have some sort of legitimate defense up their sleeve. Maybe a direct attack on the legitimacy of the GPL?

    I think it will run something like this: Linux is important to SCO's business. Even though they discovered violations in linux, they had to continue to release linux or suffer grave damage to their business. They should not be made to suffer for the malicious actions of IBM, and they did not voluntarily release their own source code, so the GPL should not apply to their proprietary code that somehow found its way into linux.

    --
    Toronto-area transit rider? Rate your ride.
    1. Re:Look, they're not stupid. by iabervon · · Score: 3, Interesting

      David Boies has only signed on to prove that IBM violated the terms of some private contract between SCO and IBM. SCO continuing to publish Linux after claiming infringement has no bearing at all on this question. SCO's claims, aside from this one issue, are merely press releases and personal comments intended to make SCO stock worth more; this doesn't require a legitimate legal defense for their actions, or even a legitimate justification of their claims.

      Linux will certainly be unaffected by the outcome of the SCO v. IBM suit, because it is not a party to the suit. SCO would have a number of problems bringing an IP-related lawsuit against someone over Linux, which is what would be required to have any effect legally on Linux; they don't seem to own any IP of significance, they've licensed any IP they do have to everyone, and they've refused to identify any IP they might own.

    2. Re:Look, they're not stupid. by eric76 · · Score: 2, Interesting
      I am distressed that most of the anti-SCO argument seems to be based on the fact that SCO continued to publish Linux after claiming infringement.
      Actually, that's just a minor aside to the argument.

      The real qeustion is "Could Linux developers or users have any liability to SCO?"

      So far, the answer is clearly "NO". There is no possibility of any Linux developer (apart from IBM) or users having any liabilities based on everything we have seen.

      The so-called SCO code in Linux has, so far, been the intellectual property of IBM, not SCO. SCO's argument is that because IBM used it in AIX, that IBM is somehow not allowed to apply their intellectual property to any other use outside of AIX.

      While it is possible that SCO might prevail, they would have to prevail against IBM primarily for using their code in violation of their contract. If it was a violation of the contract, and I seriously doubt it, than IBM would be the only ones on the hook because of their contract violation.

      The rest of us do not have contracts with SCO and have done nothing to violate any contracts with SCO. In other words, we have no duty to SCO for using any code contributed to Linux by another party when that party owns the code in question.

      By the way, has anyone called IBM's sales line number (888-746-7426 if I remember correctly) but with an 800 instead of an 888? It's a sex line! That really threw me for a loop when ordering a motherboard to replace one done in by lightning.

  3. Dubious. by Anonymous Coward · · Score: 1, Interesting

    If SCO is right and there is infringing code, then the fact that they willfully released any such code within their own Linux kernel distribution, even after they knew that there was supposed code infringement, released that code into the GPL forever, absolving it from any further claims by SCO.

    This isn't necessarily the case. SCO has quite a lot of leeway based on the fact they can claim their GPL rerelease of code taken from the linux community was a mistake, having not realized their own code was in there. The fact that they'd make a statement like that and not point out it's a dodgy argument casts doubt on this entire document.

  4. Chance of SCO success? by DeadSea · · Score: 4, Interesting
    For SCO to get anywhere on this lawsuit:
    1. If SCO doesn't own the copyrights that it claims --> Lawsuit fails
    2. If there isn't any infringing code in Linux --> Lawsuit fails
    3. If SCO can't prove that IBM put the code there --> Lawsuit fails
    4. If SCO can't convince a court that they were duped into distributing the infringing code under the GPL in their own Linux distribution --> Lawsuit fails
    5. If SCO can't convince a court that there should be monitary damages --> Lawsuit fails
    So what if there is infringing SCO code in Linux and SCO manages to play the duped victim with their own distribution under GPL?
    1. Linux developers replace the code and release a new version. Any infringing sections are rumored to be in the tens (not hundreds or more) lines. This should happen very quickly.
    2. Linux users upgrade to the newest version and would no longer be in violation
    3. SCO could try to sue more people for past offenses, for which they would likely be awarded very little as the infringement is so small and users were not aware of the infringements (even after the lawsuit was announced as SCO isn't telling what infringes).
    1. Re:Chance of SCO success? by eric76 · · Score: 2, Interesting
      Now you're left with two distinct types of users, both much more prevalent than the previous examples. First, you have people running Linux on production machines or machines that otherwise need to remain stable. Not only does updating the kernel mean downtime for a reboot (if you're only allowed ~15 minutes of downtime a year, a reboot can cut into a huge chunk of that budget), but this is new code. Adequate stress testing would need to be performed, pushing deployment back several weeks (assuming that no issues crop up to delay the deployment). The remaining type of user encompasses everything from the greenest newbie to non-zealot power users. They're the people that either don't know (newbies) or don't care (people that want to get work done, rather than spending all of their time compiling and deploying kernels). The latter can be mitigated somewhat with the auto-update tools available now, but those still require user intervention.

      However, presumably anyone running such code is probably using an older version without the so-called offending code in it. Anything they have with the latest code would likely be in testing and not running production equipment.

  5. Sticking their heads in the sand by siskbc · · Score: 4, Interesting
    A lot of what they say is complete bullshit. I would love to see Linux come out of this stronger than ever, I really would, but this guy's way off the mark on a lot of things.

    First, he claims that Linux is fine becuase SCO indemnified users. No, only customers of SCO linux. There's a big difference there.

    Then, he claims that Linux is OK because it only affects IBM from a breach-of-contract standpoint. Yeah, except for it establishing a finding of fact that can be used in later suits against linux users/distros.

    Finally, he makes the old, tired argument that the GPL saves us. That's all well and good except that the GPL, being a bit of a non-standard contract, has never been tested in court.

    A great deal of what they wrote is either false or misinterpreted. Like the article in Forbes (I think) last month said, the linux community is NOT served by sticking its collective head in the sand and expecting IBM and the GPL to come riding in on their respective white horses to save us. There are real risks here - granted, some of them are farfetched, but stranger things have happened.

    --

    -Looking for a job as a materials chemist or multivariat

    1. Re:Sticking their heads in the sand by Trailer+Trash · · Score: 4, Interesting

      Finally, he makes the old, tired argument that the GPL saves us. That's all well and good except that the GPL, being a bit of a non-standard contract, has never been tested in court.

      I cringe every time I see this point being made. The GPL isn't relevant, really. If the GPL doesn't "stand up in court", then no problem, standard copyright law takes over. SCO has no other right to distribute the Linux kernel under copyright law beyond those given by the copyright holder.

      What this means practically speaking is that if SCO violated the GPL, and the GPL is declared invalid, then SCO has instead violated standard copyright law. The statutory damages are $150,000 per incident. Everytime someone downloads the Linux kernel source from their website, ka-ching. Every sale that they've made, ka-ching. Pissing off Richard Stallman suddenly sounds like the better way off, eh?

      The bottom line is that SCO continues to distribute the Linux source code. As such, they're either agreeing to distribute it under the terms of the GNU GPL (which don't allow extra burdens to be placed on the code) or they are directly violating copyrights. They are far better off if they get off with a simple GPL violation; $150K/download adds up quickly.

  6. SCO vs. IBM vs. [INSERT YOUR NAME HERE] by oaf357 · · Score: 3, Interesting
    It is a tad biased. However, if you take away the editorial it can be very helpful to public analysis of the case.

    Perhaps someone could release a "spin-free" version of this document and then let readers draw their own conclusions. I imagine that a few of the conclusions would correlate with this matrix.

    This matrix seems like a shot at SCO's attempt to win this case in public as opposed to in court. We all know that this is going to take quite some time to muddle through the court system. We also all know that the courts will have the final decision in this matter.

    1. Re:SCO vs. IBM vs. [INSERT YOUR NAME HERE] by Anonymous Coward · · Score: 1, Interesting

      However, if you take away the editorial it can be very helpful to public analysis of the case.

      Um, if you took away the editorial parts, you would only be left with "Linux r00lz!!!"

  7. Re:One trick pony table. by tlk+nnr · · Score: 2, Interesting

    The argument contained within this table leans heavily on the "continued distribution of GPL code after realization of the consequences thereof".

    The whole block is bogus:
    SCO makes two independant claims: that IBM violates their contract with SCO, and that Linux contains source code from the SCO Unix code base without authorization. They began with their lawsuit against IBM on March 6th, and at that time SCO board members said that this is about SCO-IBM, not about Linux.
    The claims that the kernel contains copyright violations came later, I don't remember the exact date.
    Additionally, SCO distributes a version of the 2.4 kernel, and that it's possible that the infringing code is only in 2.5.

    _If_ there is a chance to claim that SCO placed their IP under the GPL by knowingly distributing, then it is the support program for their current customers: SCO said that they will continue to support them, and on the Usenix conference session about SCO-Linux one of the speakers mentioned that the source is still avaliable from their support download site.

    Are there any SCO Linux customers around? Can anyone download the kernel sources and check if COPYING is still inside?
  8. Re:One trick pony table. by Godeke · · Score: 2, Interesting

    Hmmm. I don't think that the courts would put up with "we were distributing this code under the GPL, but we didn't read it first" defense. Ignorance is one thing courts rarely factor in, and in the case of corporate contracts, almost never. Deception is a different case, but I doubt anyone can say the GPL is deceptive - it states its intentions pretty clearly.

    The fact that they had the GPL on the code makes the understanding of the ramifications a moot point. What SCO has said was they didn't know their code was in the product, and that *might* fly. The fact it was left in distribution for probably ~3 months after such discovery (assuming it took a month to fire the lawyers up and do the groundwork) is the interesting factor.

    I was commenting more on the fact that this was about the *only* interesting thing the table had to say.

    --
    Sig under construction since 1998.
  9. Re:Preaching to the quire by RickHunter · · Score: 4, Interesting

    I have several friends at various Linux vendors who claim that sales are down and that customers have mentioned the suit very often as a reason to hold off on adoption of open source software. The BSA is lobbying foreign governments to avoid open source because of this case, even as we speak. We may be able to fix a few lines of snarfed code in 15 minutes and end the whole ordeal, but Linux may never get its credibility back if contributors can be shown to have caused the problem.

    And finally, we come to the root cause of the suit. No, there's no any infringing code. There never has been, and there never will be. But now that SCO's made the accusation, it will be impossible to dispose of. Whenever someone mentions Linux, the "but didn't they steal code from Unix?" question will pop up. Whenever a Microsoft sales rep is talking to a PHB, and the PHB mentions "open source", or "Linux", or even (yes, even) "BSD", the sales rep will be able to say "Ah, but what about that stolen code?" And as the MPAA, RIAA, and BSA have proven so well, stolen's a little red-flag word. No-one wants anything to do with stolen. And not only is Linux tainted, but SCO's nebulous assertions about "Unix" and "SysV" derived works make all Unix-descended systems seem tainted. Which leaves guess who as the sole survivor?

    SCO has no proof. IF this suit ever gets to court, and doesn't just vanish into the mist, they'll get smacked down so hard by IBM that they won't know what hit them. But that possibility will always be out there. After all, Linus cannot check every submission to make sure it wasn't "stolen" from some piece of proprietary software. Its impossible. Neither, however, can Microsoft check to make sure that one of their coders didn't "steal" code from proprietary software, or even a GPL'd program. Its a red herring, designed to make Linux look tainted and criminal for a problem that's common to ALL software.

    I think everyone's first thought was right - SCO is looking to get bought out. But not by IBM - by Microsoft. The executives and top investors know they're on a sinking ship, and are currying favour with MS to try and get on what they see as more sure footing. And making a bundle off their investments while they're at it, by inflating their stock price and selling during the high.

    I sincerely hope these suckers get smacked down hard by an FTA investigation, and whoever's backing them gets nailed with criminal charges.

  10. Re:A year? hahahahaha by cybermage · · Score: 3, Interesting

    IBM is going make sure to drag this out and make it as expensive for SCO as possible. By the time any decisions will have been rendered by a judge, it will likely be irrelevant.

    Here, here.

    In all likelyhood, IBM will drag it out until SCO is dead. It's the only sensible response.

    If SCO wanted to save face, and perhaps live on, they'd do better to turn 180 degrees and contribute to Linux. They could actually make a market for an SCO Linux distro and port their proprietary applications to run on their Linux distro and keep licensing the apps the way they always have.

  11. Catch-22 in SCO argument by cait56 · · Score: 5, Interesting

    For SCO to prevail it will have to establish that it owned the code, and that it was included in Linux distributions with malice and/or a callous disregard for the property rights of the code's true owners, but that SCO's "accidental" release of the same code under the GPL was not deliberate and shouldn't be held against it.

    It seems to me that SCO was in a far better position to recognize that the code being distributed as part of Caldera was in fact part of SCO's property than it was for other Linux distributors who did not have access to that confidential code.

  12. Copyright standoff doesn't protect redhat. by siskbc · · Score: 2, Interesting
    I cringe every time I see this point being made. The GPL isn't relevant, really. If the GPL doesn't "stand up in court", then no problem, standard copyright law takes over. SCO has no other right to distribute the Linux kernel under copyright law beyond those given by the copyright holder.

    You're right, but that's not quite where I'm going with it. I'm just saying that the GPL isn't a savior in this case, I don't believe, despite that people want it to be.

    What this means practically speaking is that if SCO violated the GPL, and the GPL is declared invalid, then SCO has instead violated standard copyright law. The statutory damages are $150,000 per incident. Everytime someone downloads the Linux kernel source from their website, ka-ching. Every sale that they've made, ka-ching. Pissing off Richard Stallman suddenly sounds like the better way off, eh?

    Well, they're betting the company anyway, so if they lose then Stallman can get his $150,000 after all the other creditors have picked over the carcass. In other words, heads they win, tails don't matter anyway.

    The bottom line is that SCO continues to distribute the Linux source code. As such, they're either agreeing to distribute it under the terms of the GNU GPL (which don't allow extra burdens to be placed on the code) or they are directly violating copyrights. They are far better off if they get off with a simple GPL violation

    Potentially, although I still don't think that this situation gets all linux users/distros out of the woods. In other words, SCO might be on the hook to Linus (who owns copyright on the kernel), but Red Hat et al might be on the hook for distributing SCO's code - and they don't have any copyrights to fight back with (well, none that matter here). And I don't know how that will shake out - I don't know for sure that they cancel. Basically we have a Mexican standoff, but Red Hat doesn't have a gun. The question might be how far Linus would go to protect them.

    Bottom line is you are completely correct, but I'm not sure that it matters, because standard copyright doesn't ultimately protect Linux users and redistributors - only the GPL would do that by effectively open-sourcing SCO's stuff.

    --

    -Looking for a job as a materials chemist or multivariat

  13. Ransom Love's Linuxworld 2000 Keynote Speech by NZheretic · · Score: 4, Interesting
    The SCO group, and both Old SCO and Caldera before it, directly acknowledged and assisted IBM with the scalablity of Linux

    In August 2000, just days after Caldera purchased the Old SCO server division, the then CEO of Caldera, Ransom Love, made a keynote speech at LinuxWorld 2000. A RealPlayer video stream of the event can be found at DrDobbs Journal's Technetcast

    In the question and answer session at the end of the keynote, Love was asked about the possible conflict over Monterey and Linux AI-64

    A mp3 capture of the following transcribed portion

    Q: What happens about Project Monterey, because that conflicts with the IA-64 Linux, 64-bit Linux?

    Love: OK. I don't -- if we do our job right in making Linux scale over like UnixWare to the degree that everybody, that we know we can... May I ask, some people have said, "Well, people have tried this in the past, but they haven't been that successful," may I suggest: we don't have any ulterior motives for not making it successful. Technologically has not been the reason why it hasn't done it before. There's always some other motive, right? And so to talk about Monterey, clearly we want to make sure we have the same level of Linux integration on Monterey that we would have in our Unixware product. Now, we don't control, I mean, we have a great relationship... it's a joint development relationship with IBM which we intend to preserve ... but they have similar interests and so this is really a very synergistic, uh, this transaction is great for all of the major partners as they have already wanted to embrace Linux moving forward.

    Now, let me address one other aspect of your question, which is that the Monterey Project is in conflict with the IA-64 Linux Project. I don't believe it's in conflict at all. Now, clearly, we have tremendous vested interest in the IA-64 Linux Project and with the acquisition of SCO, they've been doing a lot, so you combine those, and we've got one of the more comprehensive offerings, I believe, on the IA-64 Linux. So that's clearly an area that we're very committed to. But like Unixware, there's elements of the Monterey kernel that are more scalable, OK? Now, on the IA-64 platform, I don't know how long of window that is, but today, it's a little bit more robust and more scalable than the IA-64 Linux is today. Now, I'm not saying that over time that won't change.

    But, and let me address one other thing. Sorry, (laughs) you're getting all of it through one question. But clearly we are going to add components back to the Linux kernel on both IA-32 and IA-64 platforms. We'll work with Linus and everyone in order to make that available. That will take some time. And as I mentioned earlier, I don't know that over time you can have a single kernel -- in fact I know you can't -- that will scale, you know, the breadth of IT technology needs. So I think we're looking, in the Linux community, at having multiple kernels, so...

    Q: Multiple Linux kernels? Or multiple UNIX kernels?

    Love: Multiple Linux kernels as well, over time.

    Q: Thank you.

    Love: You bet.

    SCO has NO effective case against either IBM, HP or anyone else.

  14. So what if this guy is wrong. by Crazy+Eight · · Score: 2, Interesting
    Does anyone doubt Linus and company could rewrite any offending code out of the kernel? One might suppose that by the time a decision is reached in court the code in question (if it exists) will have morphed beyond (infringable) recognition.

    Side note: Suppose that dark day comes and certain kernel versions are deemed illegal to use. imagine the bandwidth spectacle that would follow as Linux users worldwide upgrade to "vmlinuz-2.6.x-clean".

  15. Trade Secrets by feenberg · · Score: 2, Interesting

    I thought the basis of SCOs claim was that IBM
    had revealed trade secrets. In that case, SCO
    has a strong obligation to take care that the secrets are not revealed, as would IBM. But once the secrets become public knowledge, they are freely available to anyone - SCOs only recourse is against IBM for damages. The fact that SCO published the secrets themselves would be a difficult problem for them to overcome if they sought to prevent a third party from using the material. Perhaps they could appeal to copyright law to protect the former secrets, but they would have to reveal just what they thought had been copied, even under DMCA.

  16. Re:A year? hahahahaha by LinuxGeek · · Score: 3, Interesting

    Sounds more like a company that is grasping at straws on the side of the river bank as they are drowning. The 'license fee' that MS recently paid them amounts to throwing them a string that will only be helpful if someone else decides to tie a rope onto the string. My guess is that their only hope is for a judge to make IBM tie on that rope.

    --

    Kindness is the language which the deaf can hear and the blind can see. - Mark Twain
  17. Re:Mirror for the slashdot effect by Anonymous Coward · · Score: 2, Interesting

    Even if you replace the code immediately, you still have to pay royalties for your past infringements or be sued.

    Ahh, no. Read a bit about the doctrine of laches.

    Best case scenario (for SCO):
    if a judge decided that SCO's allegations were true, and decided that royalties need to be paid, then the royalties would begin at the time that SCO informed them..

    Worst case scenario (for SCO, assuming they win):
    Judge rules that because SCO refused to tell anyone where the alleged infringing code is, that the code has no value, and the Linux users don't have to remove it.

    Most probable scenario:
    Since SCO refuses to disclose the alleged infringing code, a jude would most likely rule the code in question has no monetary value, so SCO doesn't get any royalties, but it still has to be removed by a set date.

    Either way, the absolute best thing that can happen for SCO is that they gain nothing.

  18. interesting quote by walterbyrd · · Score: 4, Interesting

    "obviously Linux owes its heritage to UNIX, but not its code. We would not, nor will not, make such a claim."

    -- Darl McBride, CEO, The SCO Group. August 2002

    http://www.linuxjournal.com/article.php?sid=6293

    Check out the 8th paragraph.
    ----

    BTW: scox stock price has surged over the few sessions, and insiders are selling like mad. I think insiders just filed to sell 300K shares after the market closed.

  19. Rather One Sided by nurb432 · · Score: 2, Interesting

    People need to realize that they really could have a case here.. its pointless to embark on this stunt if they didn't feel they had a chance.. just beacuse we have not seen the evidence doesnt mean its real.

    If they win, we are all screwed. Even if they dont, the damage being done to public opinion about the OSS movement will take years to repair.

    Remember too, its not what *WE* believe, or what we feel is right or wrong, its what a judge decides.. and he wont give a damn about public opinion ( if has a decent judge ), but instead what the facts and arguments from both sides add up too..

    --
    ---- Booth was a patriot ----
  20. Re:That would be the worst thing for Linux by _Sprocket_ · · Score: 2, Interesting


    Legal is looking at IBM as a lawsuit target of their own if SCO turns out to be right and AIX can't be used. Legal will expect IBM to indemnify them, and sue if not so.


    So what you're saying is buy IBM Linux solutions.


    Who would this scenario apply to for Linux? Which distro were you going to use? Did they have a large enough [I assume] U.S. presence to be sueable if needed?


    Now this presents an interesting problem. You're going to want someone big enough to sue. But you don't want them too big or they'll have better lawyers. Of course, you don't want them to be too small or there will be nothing left to sue if you don't act fast enough.

    Maybe there's a better business strategy than "who can we sue".
  21. Re:Linux is unaffected? by spitzak · · Score: 2, Interesting
    In that case they have violated the copyrights of all other contributors to Linux. You are not allowed to distribute Linux except under the GPL, otherwise you are violating copyright.

    Their only possible excluse is to claim lack of knowledge of putting the code into Linux. However: their failure to immediately stop distributing it before or when they published their claims, their failure to provide instructions on how to remove the offending code from the previously-distributed versions and thus make them GPL-compliant, and most damaging their claim that their own customers are not in trouble but other users of Linux are, are all going to be very bad for them. Each of these is a good proof that they knowingly violated the GPL and thus the copyrights of thousands of programmers.