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Why Consider Linux Kernel Patent Risks?

chromatic writes "After the hoopla about OSRM's study of patent risks in the Linux kernel, I talked to Dan Ravicher, the patent attorney and free software afficionado who conducted the study. Contrary to my initial reaction, I've come to believe that the study is actually very valuable. Linux and Patent Risks on the O'Reilly Network explains why."

17 of 226 comments (clear)

  1. Linus and patents by blogtim · · Score: 5, Informative
    Linux founder and leader Linus Torvalds has taken that approach. "Finding patent infringement has always been a responsibility of the patent holders," he said in a 2003 interview. "It is a fact that I do not encourage engineers to look up patent information
    Actually, I read an article in Wired maybe a year ago quoting Torvalds as saying that he personally avoids looking at patents because willful violation leads to triple damages. Better just to close your eyes and do whatever...
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    1. Re:Linus and patents by Bruce+Perens · · Score: 4, Informative
      Imagine if my lawyer does some research and finds out that my technology potentially violates several patents. And then I tell him, don't tell me, I want to be protected.

      This would be covered under attorney-client privilege. Neither you nor your attorney can be made to testify about what your attorney told you. However, what I tell you as a consultant rather than an attorney is not similarly protected. I have indeed told some customers that they should not see my findings because my findings were not favorable for a court case they were considering. What they didn't see, they would not have to testify about. They agreed, thanked me for being so careful regarding their interest, and happily paid me for a report I never delivered!

      In this case, if you know you are infringing, the amount of damages you may have to pay goes up by more than three times. That's how the law works. It sure isn't OSRM's fault.

      Bruce

  2. Re:Linus. by MarsDefenseMinister · · Score: 4, Informative

    Linus owns the trademark to the kernel, but not the copyright, except for the portions he wrote himself. As far as I know, Linux does not require copyright assignment as a condition for code inclusion.

    Copyright != Patent != Trademark.

    --
    No weapon in the arsenals of the world is so formidable as the will and moral courage of free men.-Ronald Reagan
  3. Re:Software Patents vs. Free Speech by OwnedByTwoCats · · Score: 4, Informative

    It seems to me that an individual with ordinary skill in the art of developing software, coming up with a patented solution to a problem, poses as much a problem for the owner of a patent as it does for the individual developer.

    One of the requirements for granting a patent is that it describe an invention or process that is nonobvious to one skilled in the art...

  4. Re:Would it be illegal? by ron_ivi · · Score: 4, Informative
    " First you would have to have the source code. I suppose it could be de-compiled? I don't know how that works. Are there laws against that?"

    Even proprietary vendors make their source code available to important customers "to conduct security reviews of the products" - why shouldn't they do the same for Intellectual Property Rights?

    Furthermore, you could have third-party auditing companies provide that service in the same way they audit other confidential information such as company finances.

  5. Re:implied patent license by killmenow · · Score: 4, Informative

    Also, thanks to Groklaw, I learned about this thing called Promissory Estoppel that would pretty much stop them from bringing a patent suit at this point.

  6. Re:Would it be illegal? by chromatic · · Score: 2, Informative

    One problem with the U. S. Patent system is that looking for patent violations in your source code makes you liable for charges of willful infringement. I'd be surprised if any companies actually did this.

  7. Re:So.... by spacefrog · · Score: 4, Informative
    • If somebody decides to sue Linux for copyright infringement, who defends it?
    IBM, Apparently.
  8. Re:Has anyone audited non-free OS's for patents? by Bruce+Perens · · Score: 2, Informative
    Because of the way patent law works, if you don't intend to license every patent you find, and that's insane because most of them are not inventions, it is best not to look.

    Bruce

  9. Re:implied patent license by Bruce+Perens · · Score: 4, Informative
    To a great extent IBM has avoided distributing GPL software directly. We think this is because they don't like the patent terms of the GPL.

    Bruce

  10. Re:It's a MAD World!!! by Bruce+Perens · · Score: 3, Informative
    It does not help that IBM, HP, and MS violate each others patents, because they are already cross-licensed with each other.

    They can't enforce their patents against each other except in unusual cases. MS contract with HP allows MS to enforce against HP in regard to specific free software, as we learned in the infamous memo, but that memo is all that we know of the MS-HP cross license. We do not know of any similar carve-out that would allow HP to enforce against Microsoft.

    Bruce

  11. Re:patents free for private use ? by Meowing · · Score: 4, Informative
    Yes, private use and research often qualify for royalty-free use of a patent, but beware that these exemptions are very narrow. More information here.

    Also, the international treaties covering patents are still evolving (there's a bunch of 'em -- not just WIPO but PLT, PCT, TRIPS and more I'm sure I'm forgetting), so it's still necessary to check out the local laws.

  12. Re:implied patent license by GoofyBoy · · Score: 2, Informative

    Huh?

    http://www10.software.ibm.com/developerworks/ope ns ource/linux390/linux-2.6.5-s390-06-april2004.shtml

    Click on the "Download" button and you have to agree to the GPL code.

    Section 7 on patents is there too.

    --
    The surprise isn't how often we make bad choices; the surprise is how seldom they defeat us.
  13. Re:Has anyone audited non-free OS's for patents? by Bruce+Perens · · Score: 3, Informative
    In Microsoft's case, we know that they have offered to indemnify their customers regarding patent risk in their software. So, even if MS has something to hide, the customer is theoretically off of the hook. In practice, the customer is potentially in the position of having to sue Microsoft in order to get them to make good on their indemnity. Even the Federal Government doesn't have much luck at suing MS, so the customer can only hope that MS pays without a fight.

    Most other companies could not offer to pay their own indemnities, and many of them believe this is covered by their liability insurance when that may actually not be the case.

    So, I think it still turns out that code that is open for all to view is better.Bruce

  14. Re:Linus. by Dogtanian · · Score: 2, Informative

    As far a I know, MySQL is also offered with GPL licensing.

    It is offered under GPL *and* non-GPL licenses. Which was *exactly* the reason I used it as an example.

    (Before I go on, bear in mind that IANAL). MySQL AB own the copyright to MySQL (AFAIK); thus they can release it under the GPL. All changes made to the GPL-licensed version are thus also GPL, and, unless all the authors of the new code get together with MySQL AB and come to an agreement, the branch of the GPL licensed version is GPL-only.

    However, MySQL AB retain the right to the original version they wrote (and all branches that exclusively include their code, I'd guess); thus they can offer it under a non-GPL license.

    Now, re: Linux. Let's assume that Linus doesn't own copyright on anything he didn't write. Unless all the authors (i.e. copyright owners) of a particular branch of the kernel agree, that kernel can only be released under the GPL. However, if, someday in the future, Linus received all the copyrights, he would have the copyright for the whole kernel and thus the right to offer Linux under a non-GPL license.

    This won't happen, of course- too many people own the copyrights- but if Linus had insisted from the start that he (or someone) was assigned the copyright to all the code in the kernel, then, even if that code had previously been GPLed, that person would have the right to offer a non-GPL version of Linux.

    This would not prevent use of the GPL license, but it *would* allow people to obtain Linux without the GPL.

    This is all academic, obviously. It won't happen, because too many people own the Linux kernel now to get together and agree to let this happen.

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  15. Re:So.... by Bruce+Perens · · Score: 3, Informative

    Well, in the U.S. it isn't necessary to figure out who is responsible for the infringement before you decide who to sue, because the patent title says that use is one of the infringing acts you can sue for. This is why there is even a question that users can be sued, we would just love to have a court rule that they can't be.Bruce

  16. Re:Has anyone audited non-free OS's for patents? by Bruce+Perens · · Score: 2, Informative
    But, because of the open nature of the code, any infringements that do exist in the code would probably be moot, because the patent holders have not shown due diligence in protecting their patents

    You are talking about the Doctrine of Laches. Look it up on the web. Generally it takes a 6-year delay of prosecution, although it has been won for less and lost for more. It's not easy to win a laches case. You can lose your shirt while doing so.

    Bruce