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How SCO Helped Linux Go Enterprise

An anonymous reader submits: "SCO may now have filed for UNIX copyrights and made various allegations about code-copying, but the actual complaint against IBM still seems to be focused around allegations UNIX-based enterprise technologies (such as RCU, JFS and SMP) being improperly added to Linux. Yet, reviewing the Linux kernel archives reveals some interesting and surprising background on just who helped put these technologies into Linux. PJ's GROKLAW blog has uncovered that 'Caldera Employee Was Key Linux Kernel Contributor,' including what looks like a lot of work on the early stages of JFS. The same employee's name also crops up when we look at RCU. When IBM posts RCU improvements, did he complain? No, he requests further improvements even helpfully providing a link to inspire the IBMer!"

"Lastly, definitely worth reading, Alan Cox on Linux SMP. He says that got he ideas from a book (which presumably can't be somebody's trade secret), invented his own implementation, and did this using hardware provided by Caldera (SCO themselves do acknowledge providing hardware to the Linux SMP team)." The article points out of Christof Hellwig (the Caldera-employed kernel contributor) that "He's likely a great guy, and he's undoubtedly been a trusted Linux contributor, so this is nothing against him. It's about SCO and their position in the lawsuit, and it's about IBM's affirmative defenses."

29 of 386 comments (clear)

  1. SCO didn't help Linux go Enterprise... by jkrise · · Score: 5, Funny

    It's trying to help itself from Enterprises that went Linux.
    Big difference.

    -

    --
    If you keep throwing chairs, one day you'll break windows....
  2. Just remember... by freeio · · Score: 5, Insightful

    For better or worse, this battle is based as much on the court of public opinion as anything else. The repeated accusations, the repeated lies on SCO's part, will do their damage, even though all of it may well prove to be baseless.

    As Deep Throat (of Watergate fame) said: "Follow the money."

    --
    Soli Deo Gloria
    1. Re:Just remember... by panda · · Score: 5, Insightful

      >As Deep Throat (of Watergate fame) said: "Follow the money."

      Yes, and when you do, you find that the board of SCO is not at all the same as it was when it was called Caldera. A major change happened in ownership last year. Bascially, SCO is run by a bunch of people who have a history of making money by suing people. I'm sure they are very ignorant of just what went on at Caldera and the commitment that Caldera had to contributing to Linux. I'm sure they want to be ignorant, because these guys are up to their business as usual tactics. (Don't believe me, just check it out for yourself. You can find the SEC filings and several newspaper articles about it online.)

      Don't worry. This will go to court. IBM will expose just how much Caldera contributed. It will be proven that Caldera is the same company that today calls itself SCO, albeit management has changed. It will be proven that Caldera approved of what was going on, and that if anything SCO should be suing itself. These guys will lose their trial (heh, David Boies ;-) and be stuck with huge legal fees.

      SCO will go completely broke over this and not even Microsoft will save them. They'll have to auction all their property to pay their debts, and I'll be buying the UNIX IP for a buck or two.

      --
      Just be sure to wear the gold uniform when you beam down -- you know what happens when you wear the red one.
    2. Re:Just remember... by Lord_Dweomer · · Score: 5, Funny
      "IBM employ some extremely good IP lawyers."

      Yes yes, we all know this. But what I want is a large poster to put on my wall that shows this years 2003 IBM legal team, in all their blue-suited glory. Maybe with them standing atop Daryl's corpse.

      --
      Buy Steampunk Clothing Online!
  3. Where it will all go by dhodell · · Score: 5, Insightful

    On alt.os.development, we've been discussing this somewhat humorously. It will eventually not be a problem. Linux will be able to simply rewrite its SMP handling (and other things that have allegedly been taken from SCO). In fact, at the OS level, working with 32 processors is no different from working with 2 (which Linux could already do before the alleged copyright infringement). However, handling 32 processors very well is a completely different story.

    In any case, this is a big inconvenience for many people using Linux in their companies. I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux. And why should I? Linux is supposed to be free. (All the more reason to use BSD, which I like more than Linux, but anyway...)

    SCO is screaming to be bought out by IBM, even though they say in a press release that this is highly unlikely. It seems obvious to me, in any case -- SCO's not had a very successful product in a very long time.

    Here's hoping that the case goes to a court where there are people who know what they're talking about are presiding on the jury.

    And somebody please fill me in, but is the SCO hotshot lawyer who lost the Gore case against Florida and worked against Microsoft such a hotshot? It seems to me that he's more of a loser.

    My 2 cents.

    --
    Kind regards, Devon H. O'Dell
    1. Re:Where it will all go by GammaTau · · Score: 5, Informative

      In any case, this is a big inconvenience for many people using Linux in their companies. I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux.

      It's rather simple: there is no reason to pay SCO any money if you use Linux.

      Whoever suggests otherwise should come up with proof. So far, no one has.

    2. Re:Where it will all go by perly-king-69 · · Score: 5, Interesting

      SCO is screaming to be bought out by IBM

      This is something which doesn't seem to be mentioned as often as it should.
      SCO are losing money big time. IBM have put significant $$$s into Linux and will be in trouble if SCO win.

      MS bet the firm on .NET
      Sun bet the firm on Java
      IBM bet the firm on Linux
      SCO bet the firm on Lawyers.

      --

      --
      This sig is inoffensive.

    3. Re:Where it will all go by Anthony+Boyd · · Score: 5, Insightful
      I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux.

      Wow. Without providing any evidence or winning a court case, SCO has got at least one sucker to buy into their FUD. How sad.

    4. Re:Where it will all go by blakestah · · Score: 5, Informative

      And somebody please fill me in, but is the SCO hotshot lawyer who lost the Gore case against Florida and worked against Microsoft such a hotshot? It seems to me that he's more of a loser.

      His rep stretches back further. He headed the antitrust case defense for IBM, stretching the proceedings out for so long the gov't finally dropped the case. A clear, big, win for IBM at the time.

      This time around, Boies is up against the law firm he worked for when he defended IBM.

    5. Re:Where it will all go by Arker · · Score: 5, Insightful

      I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux. And why should I? Linux is supposed to be free.

      Why in the hell would you stop development? That's just silly.

      You don't have to pay SCO any money to use linux. They're trying to shake folks down, they don't have a leg to stand on. You can read the license, and even if their case were not total bs, even if it turned out their allegations were true, you don't have any legal liability from using Linux under the license you have, until and unless SCO can get a court to say otherwise.

      This is no different than if I were to announce that Windows XP was actually mine, and start sending out letters to everyone I could find running it demanding that they buy a license for it from me. The appropriate response would be to laugh and chuck my letter in the trash.

      Even if I later proved that XP really was my code, MS would be liable, not the users I sent those letters to. They were using it with what they reasonably thought to be a valid license from the copyright holder. They would have no need to buy a license from me until after a court decided in my favour. And probably not even then, if historical cases (such as the suits back and forth between Stac and MS) are considered.

      The whole 'buy a license from linux from us' thing is just a scam. Don't give them money, and don't quit using linux, just laugh at them and go on.

      And somebody please fill me in, but is the SCO hotshot lawyer who lost the Gore case against Florida and worked against Microsoft such a hotshot? It seems to me that he's more of a loser.

      Indeed, his high fees certainly don't seem to be justified by his record, do they?

      --
      =-=-=-=-=-=-=-=-=-=-=-=-=-=-
      Friends don't let friends enable ecmascript.
    6. Re:Where it will all go by Lonath · · Score: 5, Interesting

      I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux.

      You can't pay SCO money to keep using linux.

      Look at it this way: Let's suppose that SCO loses. Then you don't owe SCO money.

      Let's suppose that SCO wins:

      SCO says that the 2.2 kernel is ok.

      In that case, if they win, all that they have done is show that 2.4 = 2.2 + SCO + other stuff.

      Combining terms,

      2.4 = GPL + SCO

      If SCO wins and puts the 2.4 kernel under GPL, you don't owe them any money. Everything goes on as normal.

      If SCO wins and they say 2.4 can't be under the GPL, then 2.4 is illegal. That's because 2.4 would be a derivative work of BOTH 2.2 and SCO, and any license on 2.4 must work with the 2.2 license and the SCO license. Since the only license that will work with the 2.2 code is the GPL, 2.4 is illegal if they choose not to put it under that license and can't exist. I also don't think they can temporarily remove 2.4 from the GPL and add it back in, because the moment they remove it, all derivatives up to the first "tainted point" become illegal...so SCO can't later on "donate" the code back to Linux because they don't own all of it.

      And they can't "gain control" of all of Linux by doing this either. It would be like MS putting some little utility in Windows illegally, then having the company that made the utility win a court case where they get control of all of Windows. Not gonna happen.

      I never realized how cool those clauses saying that you can't extend or alter the GPL were until this came up.

      So, to make it simpler, either everyone can use 2.4 for free, or nobody can use 2.4 at all.

      OTOH, if you intend to stop using Linux anyway, and you still don't want them to sue you, then you might pay them off. But realize that if you feel you have to pay them off, then you're admitting that you can't use 2.4 Linux.

    7. Re:Where it will all go by number6x · · Score: 5, Insightful

      In any case, this is a big inconvenience for many people using Linux in their companies. I have to stop development on one of my projects because I don't want to pay SCO any money to use Linux.

      There is no reason Linux users and developers should worry about having to pay one penny to SCO. Consider that after years of battling Sears in court, the patent holder for the adjustable wrench got a huge settlement from Sears for the theft of his patented invention, but the many owners of Sears Craftsman wrenches never had to pay him royalties. Even though many of the owners of wrenches may have been businesses that used the wrenches to make their own products. Sort of the way you are using Linux to develop a project.

      Think about how Paramount had to pay the copyright holder, Art Buchwald, for the copyrighted material they took and put in the Eddy Murphy movie 'Coming to America', but movie goers didn't have to each send Mr. Buchwald a check. None of the theater companies that made money showing the film paid Mr. Buchwald, even though they 'trafficked' in tainted goods!

      Now, before they even prove they own it. Before they even show anyone what they own. The SCO group want Linux users to pay up front. This is totally unprecedented.

      Overturning years of precedent and setting a new example like SCO wants to do would have a chilling effect on the software industry in America. The software giants in the industry will not let this become standard operating procedure.

      IBM is very good at the IP law end of the software business. I am sure they did 'due diligence', and made sure the code they put in Linux was their code and not stolen. I think it is highly unlikely that the SCO group will be able to prove otherwise, especially because SysV UNIX is so tainted with other open source code.

      But even if SCO wins a settlement from IBM, just like Sears and Paramount, the users of the 'tainted' product will not have to pay a single penny.

      It is easy for us geeks to poke holes in SCO's arguments about code origin. Don't any of these Wall street analysts have enough business sense, and experience in past cases to call SCO's bluff?

      I now that all these costs eventually get passed down to the consumer level, so software users will pay for the extra legal work needed in the future to develop software. But this just adds to the cost of developing software within the USA. SCO is bad for the economy. Free market oriented software development like Linux and Apache are much better for helping to create a robust competitive economy.

      Support freedom of choice.

      Support free enterprise.

      Support free software.

  4. This by stephenry · · Score: 5, Interesting

    What thing I've learned from all this malarky surrounding SCO, and I'm by no means an expert, is that to find reason and logic behind it is pointless. Many people have tried to analyse and investigate SCO's claims, most have failed. Even watching the cnet interview, McBride comes over as a babbling idiot; no one is convinced.

    In the end however, it all boils down to this: SCO cannot really do anything. Okay, they paint a nice picture, blag a good story, but nothing -nothing- stands up to the evidence. Sure they could sue over copyright, patents (or what ever they've decided upon that day); but, linux is an international collaboration, and although it may have hit a hitch in the USA, it hasn't anywhere else. Linux will continue to move from strength to strength, SCO will die.

    Steve.

  5. maybe they'll sue based on these by CyberNomad · · Score: 5, Informative

    here's some actual donations from the SCO folks as well. http://www.caldera.com/developers/community/contri b/ is this the code??

  6. Excommunication by ultrabot · · Score: 5, Funny

    How long do we have to wait for the total excommunication of SCO from the tech industry?

    IBM, HP, Dell and friends could easily drop support for SCO Unix on their hardware, all OSS should refuse to compile on SCO unix (print an URL to a website explaining why). A lot could be done by adjusting autoconf or whatever.

    Their representatives would not be allowed to enter premises of any company, their IP packages would be silently scrapped by routers on the internet.

    Darl and Sontag would be kicked out of their yacht clubs.

    Essentially, they would be told that everybody hates them. Money matters, but let's not underestimate industry recognition.

    --
    Save your wrists today - switch to Dvorak
    1. Re:Excommunication by mkweise · · Score: 5, Funny

      How long do we have to wait for the total excommunication of SCO from the tech industry?

      I think the duty of spanking this naughty brat into submission rests upon Novell. Both as the previous owner of Unix and as fellow Mormons, I can't help but feel they're somehow responsible.

      --
      Gentlemen! You can't fight in here, this is the War Room!
  7. More on the new SCO plan... by Torulf · · Score: 5, Informative

    ... see NYT and c|net

  8. Fighting back. by pubjames · · Score: 5, Interesting

    I can't be the only one frustrated that there isn't an effective way I can fight back at SCO at the moment.

    Could there be grounds for a class action suit here? There are lots of developers that make their living in some way from linux. SCOs actions could well be a genuine threat to their livelihoods.

    SCO is basically using the legal system as a weapon. Perhaps we used be using it back on them? I propose a campaign whereby:

    1) Everyone that SCO thinks should pay for Linux should instead be encoraged to donate a sum to a legal fund.

    2) Developers who work with Linux should find a lawer who would be willing to represent them in a class action against SCO.

    Just an idea.

  9. SCO goes after Sequent Code by MuParadigm · · Score: 5, Insightful

    Oh, this is wonderful.

    It became apparent in yesterday's new that SCO was going after the Sequent SMP code that IBM donated to Linux.

    Why the Sequent code? I'm guessing that Boies finally realized that the IBM sideletter gave IBM all rights to its own derivative work, which would burst most of SCO's claims. But the Sequent code would not have been protected from ATT's derivative works clause since Sequent didn't appear to have a side agreement like IBM's.

    Of course, if Caldera/SCO had a programmer actually working on the code, as this article suggests, then Caldera/SCO is an equal partner in donating and modifying the SMP code for Linux.

    Forget about whether they donated the code through "inadvertently" GPL'ing it. This proves they donated the SMP code knowingly, and even helped modify it for use with Linux. That's a much stronger case than relying on any of GPL's so-called viral qualities.

    1. Re:SCO goes after Sequent Code by jodo · · Score: 5, Interesting

      I talked with a former SCO employee (15 years - high rank) He told me they were well aware of the mixing of code. And that they (this is the previous regime) made the business decision to allow this. I assume they saw it as being in their interest at the time. This article indicates they even pushed it. Afterall, they expected to make money with Linux.
      IANAL but I believe this will be decided as a poison tree - poison fruit case. SCO poisoned itself. And deserves to die a horrible death.

      --

      "Don't Follow Leaders." Bob Dylan
  10. Mirror, before the poor blog dies... by Gori · · Score: 5, Informative


    Caldera Employee Was Key Linux Kernel Contributor

    Christoph Hellwig has been, according to this web page, "in the top-ten list of commits to both the Linux 2.4 and Linux 2.5 tree". The page also mentions another fascinating piece of news, that he worked for Caldera for at least part of the time he was making those kernel contributions:

    "After a number of smaller network administration and programming contracts he worked for Caldera's German development subsidiary on various kernel and userlevel aspects of the OpenLinux distribution."

    In 2002, he offered a paper on "Linux-ABI: Support for Non-native Applications" which is described like this:

    "The Linux-ABI project is a modification to the Linux 2.4 kernel that allows Linux to support binaries compiled for non-Linux operating systems such as SCO OpenServer or Sun Solaris."

    Back in 2002, he was described, in connection with his appearance at the Ottawa 2002 Linux Symposium, like this:

    "Christoph Hellwig
    "Reverse engineering an advanced filesystem
    "Christoph Hellwig is employed by Caldera, working on the Linux-ABI binary emulation modules. In his spare time he cares for other parts of the kernel, often involving filesystem-related activities."

    So, in short, he was contributing to the kernel and working for Caldera on Linux/UNIX integration at the same time. His work for Caldera was on the Linux kernel ("he worked for Caldera's German development subsidiary on various kernel and userlevel aspects of the OpenLinux distribution"), and he also did work on his own on the kernel. Did Caldera know about his freelance contributions, in addition to knowing about his work for them? What do you think? He used his hch at caldera.de email address when doing it. All contributions to the kernel are publicly available anyway. They certainly could have known. As for his job, his signature on his emails back in 2001 was:

    "Christoph Hellwig
    Kernel Engineer Unix/Linux Integration
    Caldera Deutschland GmbH".

    He used the email address hch at bsdonline.org sometimes too, and here you can see some of his Linux-abi contributions. Here are some of his contributions to JFS, Journaled File System. Yes, that JFS. Here he is credited as sysvfs maintainer, and he confirms it in this email, writing, "I've run native sysvfs tools under linux, but as now that I'm Linux sysvfs maintainer I'm looking into implementing free versions of it."

    Here is a list of the operating systems that use or can handle the file system sysvfs:

    "sysvfs: UNIX System V; SCO, Xenix, Coherent e21
    "operating systems that can handle sysvfs: FreeBSD (rw), LINUX (R), SCO (NRWF)"


    Here's a page listing by author (alphabetically by first name), with his emails to linux-kernel in June 2003, so he is still contributing.

    Here he is listed on the Change log for patch v2.4.17. Here he tells Andrew Morton in 2002 that he will

    --
    Complexity is a measure of our ignorance...
  11. Copyright notice in the RCU patch by richie2000 · · Score: 5, Interesting
    * Read-Copy Update mechanism for mutual exclusion
    *
    * (GPL boilerplate)
    *
    * Copyright (c) International Business Machines Corp., 2001
    * Copyright (C) Andrea Arcangeli <andrea@suse.de> SuSE, 2001
    *
    * Author: Dipankar Sarma <dipankar@in.ibm.com>,
    * Andrea Arcangeli <andrea@suse.de>
    *
    * Based on the original work by Paul McKenney <paul.mckenney@us.ibm.com>
    * and inputs from Andrea Arcangeli, Rusty Russell, Andi Kleen etc.
    * Papers:
    * http://www.rdrop.com/users/paulmck/paper/rclockpdc sproof.pdf
    * http://lse.sourceforge.net/locking/rclock_OLS.2001 .05.01c.sc.pdf (OLS2001)
    *
    * For detailed explanation of Read-Copy Update mechanism see -
    * http://lse.sourceforge.net/locking/rcupdate.html
    *
    */
    Let me run that one by SCO again: Based on the original work by Paul McKenney (paul.mckenney@us.ibm.com)
    --
    Money for nothing, pix for free
    1. Re:Copyright notice in the RCU patch by ecki · · Score: 5, Informative

      I hope I get all the pieces correctly together... Paul McKenney was working on RCU for Dynix already at Sequent before they were bought by IBM. Dynix is a SVR4 licensed derivate, and if SCO claims are correct, SCO owns the IP to all SVR4 derivates, including code added by the licensee. The question is of course how the agreements between Sequent and SCO were affected after IBM bought Sequent.

      What seems to be obvious to me is however that including RCU does not make Linux a derivate of SVR4, even if RCU were an integral part of SVR4. That would be very strange definition of derivative work... but you never know.

  12. Pay me, biotch! by cyphergirl · · Score: 5, Funny

    Microsoft has copied some of my code, and put it in Windows. Every Windows user must pay me a $700 licensing fee or I will sue them.

    What? I'm sorry, I can't show you the code -- it's a trade secret. Just trust me and sign that check.

    --
    --Insert catchy .sig line here--
  13. Red Hat's take on SCO: by dd · · Score: 5, Interesting

    http://www.redhat.com/advice/speaks_rhletter2.html

    From the article:

    "Below, we've provided answers to questions that may help clarify Red Hat's position. If you have additional questions that aren't answered below, please email us at legal@redhat.com."

  14. Re:Background by RevMike · · Score: 5, Informative
    If you can use a 2.2 kernel, you can go on with out much chance of trouble.

    Don't mix up press release and actual claims. SCO continues to distribute 2.2.x kernels, which means that the agree to the GPL as it applies to that code revision.

    SCO's accussations are realy that code was contributed to the 2.4.x kernel which is infringing. That is why the UnixWare license that they are selling specifically applies to Linux 2.4 and later.

    If you can stay at 2.2.x, you are home free.

  15. SCO also owns the trademark on TUX (WTF?) by tenzig_112 · · Score: 5, Funny

    SCO Trademarks Penguin Mascot, Offers Licensing Program to Linux Users


    LINDON, UTAH- Just weeks after asserting part ownership over the nominally open and free Linux source code, SCO Group sent another shockwave through the software community on Monday when they announced the discovery of a long-forgotten trademark for an amiable penguin mascot. The company's legal team happened to notice an uncanny visual similarity to another unix-based flightless waterfowl and reportedly grew so excited that they spat out several thousand cease and desist letters in a single afternoon.


    Fortunately for Tux fans everywhere, SCO has generously agreed to license the character to current users at a very reasonable rate. Without a license, SCO lawyers say the trademark infringing penguin must be removed from all t-shirts, screen-savers, undergarments and fine linens before the end of July or face stiff penalties.


    According to USPTO records dating back to the late 1870's, SCO has reportedly also patented a method for quantifying message board popularity. Upon hearing the news Slashdot reportedly linked to itself and subsequently exploded.



    There's more, but I didn't want to post the whole thing.
  16. Re:IANAKD* but... by RevMike · · Score: 5, Informative
    1. SCO helps out Linux development in a few small ways -- some hardware here, a few lines of code there

    2. SCO turns around and says it owns the other 99% of Linux it had nothing to do with because of the 1% that it did

    3. SCO is now trying to extort licensing fees from end users because it "owns" Linux

    Acutally it runs more like this...

    1. SCO helps out Linux development in a few small ways -- some hardware here, a few lines of code there

    2. SCO enters into a contract with IBM to jointly develop proprietary UNIX code.

    3. IBM contributes significant code to Linux 2.4 kernel.

    4. SCO claims ownership on the IBM submissions, on the theory that they are derivative of the code they jointly developed.

    4a. SCO makes wild PR claims that the own everything everywhere.

    5. SCO attempts to collect license fees from users of the 2.4 kernel, consistent with their claim of owning the IBM submissions.

  17. There's more by groklaw · · Score: 5, Informative

    I also found that SCO donated Unixware and System V code to IBM's AIX 5L project. This was the successor to Project Monterey. See evidence on this page. The SCO page has disappeared from their site, but I was able to retrieve it elsewhere.