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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."

24 of 226 comments (clear)

  1. So.... by evan_th · · Score: 3, Insightful

    If somebody decides to sue Linux for copyright infringement, who defends it?

    1. Re:So.... by irokitt · · Score: 2, Insightful

      One would assume the FSF is in a position to help. If by Linux you mean individual distros, some of the larger ones are probably capable of beating off most attacks (that is, ones that aren't bankrolled by people like Microsoft).

      And don't forget that the free software community has a history of helping groups that fall under legal trouble (the aftermath of SCO is making free software users more aware of legal risks). So passing the hat around would also be an option. The worst cas is that Microsoft could simultaneously sue free software groups in different countries, over a multitude of different patents. That sort of attack would be very difficult to beat off.

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    2. Re:So.... by sloanster · · Score: 5, Insightful

      If somebody decides to sue Linux for copyright infringement, who defends it?

      I think you are a little confused, perhaps... When you say someone will "sue linux", exactly who do you mean is being sued? Novell? Linus Torvalds? IBM? Red Hat?

      Once you apply a bit of clear thinking, and decide who is being sued, the answer to your question will follow naturally.

    3. Re:So.... by Anonymous Coward · · Score: 1, Insightful

      "If somebody decides to sue Linux for copyright infringement, who defends it?"

      You have to ask yourself the question: How would corporate America handle this issue?

      They would use things like little offshore corporations to present a difficult legal target, and then even if there was a suit, and even if they lost, the corporation would "sell" Linux to the next corporate entity, and then leave the original entity to pay the judgement, which means declaring bankruptcy and not paying. If there was a huge class-action, they would offer discount coupons for future downloads of Linux.

      I would hate to see such sleazy tactics become mainstream, but at the same time I wonder why we don't make software patents irrelevent by having all software projects "owned" by mysterious offshore corporations.

    4. Re:So.... by Bruce+Perens · · Score: 3, Insightful
      You can sue anyone. Indeed, lawsuits are generally brought against a list of defendants and "John Does 1 through 1000", so that more defendants can be added later. So, suing all known kernel mailing list subscribers would not be impossible.

      Bruce

    5. Re:So.... by killjoe · · Score: 2, Insightful

      If they sue you then you switch to BSD and they have wasted all their money. More people they sue the more money they have wasted.

      BTW in the history of the world nobody has ever been sued for actually using a product that infringes on a patent. NEVER EVER.

      You need to take a course or two in risk management. Getting paranoid about extrememly unlikely scenarios and changing your business practices to avoid unlikely events is just a "BadIdea"

      --
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  2. Has anyone audited non-free OS's for patents? by ron_ivi · · Score: 5, Insightful
    I would still like to know if anyone's audited the source code for any of the proprietary OS's for patent violations.

    Seems Linux will be one of the safest kernels from a (patent point of view) to run, since it has had the most companies scouring it's source code looking for infringements.

    1. Re:Has anyone audited non-free OS's for patents? by Anonymous Coward · · Score: 2, Insightful
      So what happens if you buy a proprietary OS that infringes on someone's patent. I can think of a few possibilities.
      1. If your license also includes indemnification or insurance, your vendor might pay you (but AFAIK, noone actually does this, do they).
      2. Your vendor might be prohibitied from selling their OS, leaving you out in the cold. (at list with Linux you could hire people to code around the infringing parts)
      3. You get sued and have to license the patent.
      Sounds like you're better off with Linux that proprietary.
    2. Re:Has anyone audited non-free OS's for patents? by Anonymous Coward · · Score: 1, Insightful
      "Sounds like you're better off with Linux that proprietary"

      Actually, it sounds safest if you don't have a homogenious network. Just like for viruses there's value to having diverse operating systems incase one of your systems gets shut down due to not only Viruses, but also IP-laws, vendors stopping support, etc.

    3. Re:Has anyone audited non-free OS's for patents? by static0verdrive · · Score: 2, Insightful

      I agree whole-heartedly. I have said the same thing in different words before; all these companies are worried about the validity of linux, but should they be a hell of a lot MORE worried about these closed-source, proprietary bastards that, if caught with pants down, could sink your whole ship of a business? It seems to me open source implies "NOTHING TO HIDE" in blaring, obvious letters.

      Now that we know M$ is attempting to undermine linux by training themselves rather than spewing FUD, ... oh, wait; there's no where for that argument to go because linux developers just keep spewing better software.

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    4. Re:Has anyone audited non-free OS's for patents? by Bruce+Perens · · Score: 4, Insightful
      Yet it seems customers (perhaps Daimler/Chrysler, since they're now sensitive to the issue), would start demanding that proprietary software they buy gets audited for IP rights.

      They could demand this, but what they would get would be indemnification or insurance. Their motivation is to reduce their legal risk, so either of these would be acceptable.

      You really can never complete a patent search. Because of the vagueness of patent claims, it is difficult to say conclusively that a patent can't be asserted against a particular body of code.

      Bruce

  3. It's a MAD World!!! by grunt107 · · Score: 5, Insightful

    With the gloom of the patent infringement reports, the one bright spot is the Patent machines of IBM (and HP). It is doubtful that other major patent holders (MS) do not violate any of IBM/HP (and vice versa), so the threat of mutually assure destruction is the only seeming deterrent.

    Who are the commies in this scenario?

  4. Re:implied patent license by chromatic · · Score: 2, Insightful

    I think you're confusing the notion of having a valid case versus actually bringing a case. You don't have to have a good chance of winning to file a suit. You just have to be stupid, arrogant, or really unfriendly.

  5. Re:implied patent license by d_jedi · · Score: 3, Insightful

    It's only a patent license for those who *distribute* the GPLed software. Linux is still vulnerable to patents owned by any company that does not release a distribution (and AFAIK, IBM does not.. but it would be stupid for them to try to enforce their patents, given their investment in Linux).

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  6. Uh... by sjvn · · Score: 2, Insightful

    >I would still like to know if anyone's audited the source code for any of the proprietary OS's for patent violations.

    If they could be publicly audited for patent violations they'd be open-source, yes?

    Steven

  7. Re:But, if they do find someone to attack by chromatic · · Score: 2, Insightful

    Did you read the article? Your post is full of inaccuracies.

    Defending against a patent lawsuit is expensive and time-consuming. Sure, the courts throw out around half of all contested patents, but that means they uphold around half of all contested patents.

    Unwitting infringement does not mean that the patent is bogus, it means that you can show reasonably well that you did not know that you reinvented something someone else had patented.

    Where did you come up with the idea that patent damages include royalties?

    Where did you come up with the idea that because you can't sue everyone associated with Linux you can't sue anyone? That's completely false.

  8. The law is loaded. by Skiron · · Score: 2, Insightful

    Patents are given out willy-nilly as we know from 'M$ 3000 patents' a year pledge.

    Then to find a programmer 'unwittingly' coded something similar that treads on the patents' toes, it is beyond the financial means of the coder to say 'Hey, I done that 5 years ago!' in a court of law.

    The law is an ass.

  9. High risk for any company suing... by bani · · Score: 3, Insightful

    the rewards of 'enforcing' a patent against the linux kernel would have to outweigh the risks of being a permanent pariah.

    given the fact that so many patents are revoked upon challenge, the fact that many patents are trivially circumvented via minor changes, and the fact that attacking one company over a 'patent infringement' in kernel code is in effect attacking millions of end users worldwide, the risk is extremely high and the rewards extremely low.

    to me it seems rather unlikely any company would attempt this, unless they have nothing to lose (eg SCO).

  10. This is the most important quote from the article by Anonymous Coward · · Score: 2, Insightful

    Though many developers prefer to ignore patents, the current laws (at least in the U.S.) provide minimal legal defense for unwitting infringements. Worse yet, though a project may have pedigreed and documented prior art that could easily convince a court to overturn a patent, the cost of such an action is out of reach for most developers -- and many companies.

    Microsoft knows this. It is why they are filing 10 patents a day (reported on Slashdot before - you look it up). They have, rather correctly in my opinion, identified a profound weakness in the system and are hell-bent to use it to crush the opposition.

    They don't care whether the new patents they file are legal or ethical, all they care about is a premise to drag competitors into court and bleed them so dry that they are no longer a threat. Most of the patents they are filing may eventually be struck down in court either because they are trivial or because of prior art; it doesn't matter. They know it doesn't matter! In the end, all that matters is that they become the only company allowed to write any new software.

  11. Maybe less dangerous than we think... by earthforce_1 · · Score: 4, Insightful

    The more patent heavy corporations that have vested interest in FOSS, the better. This way, if a FOSS unfriendly company decides to launch a patent attack that would be damaging to the bottom line of FOSS friendly companies (IBM, HP, Novell) then it is all the more likely that the attacker will be found in violation of somebody else's patents. We have a MAD (Mutually Assured Destruction) scenario, and the attacker will be forced to back down. Aside from a FOSS patent fund, the best defence is to have as many patent heavy corporate friends with a vested interest in the success of FOSS as possible.

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  12. Re:Linus and patents by iabervon · · Score: 2, Insightful

    I wouldn't be surprised if someone actually challenged the triple damages law on the basis that it makes it undesireable for inventors to look at patents, and therefore that the system violates the patent office's constitutional mandate. Of course, it would probably not be argued in front of the present Supreme Court, since they didn't seem to go for a similar argument in Eldred v. Ashcroft.

  13. Re:An observation based on the SCO stupidity... by flossie · · Score: 4, Insightful
    Couldn't this be a sign that attacking Linux on patents might therefore simply not be worth it based on the money & time that would be involved?

    Unfortunately, I think it is more likely that this is a sign that companies like Microsoft don't want to attack the competition with patents until they have succeeded in getting US-style patent law in force around the world.

    At the moment, it is very difficult to convince politicians how harmful software patents can be because most of the damage is theoretical. If Microsoft were to start suffocating Linux with patent threats prematurely, it would be much harder for them to get software patents introduced in Europe and Asia, thus reducing the effectiveness of their eventual attack.

  14. linux == can of worms == MAD by mabhatter654 · · Score: 2, Insightful
    Linux doesn't look because it provides him with some protection...without willing intent concequences are less. Also, at the time linux was written, Software patents were not valid in Europe..so again he wasn't breaking ANY laws where he lived.


    The other reason for not looking is that he wouldn't learn anything anyway. Most software patents [except for IBMs] are so vague that viewing the patent would only cause you troble...because most don't have ACTUAL implementaion...just "works-like-this". What ever implementations they DO have are locked up n copyright where nobody could ever see. That leaves many options for different intrepetations...look how many mousetraps are patented [versus 1 mouse catching device] Also, patents are invalid if the idea was published ANYWHERE prior to being patented.


    That last one is where MAD comes in. I'd bet a great many things were in Linux and OSS LONG before they were patented...too many to count. Remember, OSS is published INSTANTLY! Type your idea up and post a working model on sourceforge and it can't legally be patented...ever! Any upstart company trying to sic the patent lawyers on Linus would end up with all of OSS brought into court to start invalidating patents...and OSS goes Way back before software patents were even Legal! No company in their ritht mind [SCO excluded!] would open that can of worms... After the first 100 or so invalid software patents, the Judges would declare them all void and tell the PTO to stop creating junk! That would ruin the whole little game.

  15. Re:Linus. by Dogtanian · · Score: 2, Insightful

    When the FSF was having one of its funny turns and was proposing changes to the GPL that Linus was unhappy with, he stripped the "or at your option any later version" phrase from the licence

    Whoah... I never knew that. I remember noting that clause at one point and thinking it seemed pretty risky. I also remember thinking that, if I'd been working on something I intended GPLing at the time, I'd probably want to omit it (or replace it with "or at *my* option any later version"; but that creates problems with the chain of responsibility, since which version applies to other people's GPLed changes?).

    It appears that great minds think alike. Or, more likely, it didn't take a genius to figure out the problem with that clause; essentially "do I trust the FSF that much?".

    BTW, you said pretty much what I said; the only way to license the kernel on a non-GPL basis is to get *every* contributor to agree, which won't happen.

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