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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."

29 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 Kenja · · Score: 5, Funny
      "If somebody decides to sue Linux for copyright infringement, who defends it?"

      SCO? I thought they owned Linux.

      --

      "Have you ever thought about just turning off the TV, sitting down with your kids, and hitting them?"
    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 spacefrog · · Score: 4, Informative
      • If somebody decides to sue Linux for copyright infringement, who defends it?
      IBM, Apparently.
    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 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

  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 maximilln · · Score: 3, Funny

      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.

      So lawyers are viruses?

      I'm not surprised...

      --
      +++ATHZ 99:5:80
    2. 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. 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

  3. Don't tell Darl by antikarma · · Score: 5, Funny

    "The 283 patents that the kernel could infringe have all gone unchallenged so far."
    In other words- Sco doesn't know about them yet.

  4. 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...
    --
    Visit Tim's Journal, yes?
    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

  5. 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?

    1. 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

  6. Re:Linus. by Anonymous Coward · · Score: 3, Funny

    You mean the mean, pissed off, angry horde of IBM, lawyers that the companies would likely offer to Linus in order to save their own business model?

    IBM lawyers vs. MS lawyers

    THUNDERDOME!

  7. 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
  8. 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).

    --
    I am the maverick of Slashdot
  9. 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...

  10. Re:Linus. by Anonymous Coward · · Score: 4, Funny
    Two claimants enter, one claimant leaves!

  11. 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.

  12. Re:Software Patents vs. Free Speech by maximilln · · Score: 4, Funny

    so AFAIK software patents have the possibility of stopping the business end of linux, but can't fundamentally be a threat to its existence?

    The fact that Linux users continue to use Linux, which is obviously an illegal rip off of proprietary systems, is analogous to those 12 year olds who continue to trade mp3s even after we explicitly told them that doing so was a felony. We will continue to implement hardware based DRM, we will deny a license for anything but the MS boot block, and we will continue to increase funding for the anti-piracy arm of the FBI so that we can raise multinational efforts to hunt down and prosecute, to the fullest extent of the law, anyone who continues to write this so-called "open source" software. We will use any and all available means, including invocation of the PATRIOT Act, to ensure that these hardened criminals do the maximum possible time behind bars as an example to our youth. We are continuing to lobby Congress for "three strikes and you're out" laws which make repeated "open source" violations a mandatory felony. The distribution of such "open source" code is also considered a felony. Distributing 1 kb of hardened binary code, based on open source, has a mandatory minimum of 5 years in prison and distributing more than 30 g of "open source" source code carries a mandatory minimum of 10 years in prison with up to a $50,000 fine.

    With your help, and the help of other concerned citizens like yourself, we will eradicate "open source" houses from our neighborhoods. We will hunt down "open source" dealers. We will prevent our children from using "open source" code. We have already implemented measures to make the distribution of "open source" code with 500 meters of a school an automatic felony, no matter what amount or who the distribution is to.

    'Nuff said...

    --
    +++ATHZ 99:5:80
  13. 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.

  14. 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

  15. 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).

  16. 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.

  17. 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.

    --
    My rights don't need management.
  18. 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.

  19. Why proprietary software is better... by russotto · · Score: 3, Interesting

    ...for the patent issue: Open Source's usual strength is its weakness here. Since anyone can look at the source, anyone -- including hostile IP companies -- can fairly easily find infringing code. With a proprietary OS, the patent-holder first has to reverse-engineer the code to find the infringement. Which isn't so easy.

    As for the claim above that no one has sued an end user: nonsense, of course. SCO has, for one. And one company was even successfully sued for a program which did not embody or use a patented process or device, but simply wrote one bit of data that, when inserted into another device, would cause it to execute the patented process in a manner violating the license granted to the manufacturer of the second device.