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More on IBM's Project Monterey and SCO

karvind writes "Groklaw has posted another interesting article about AIX/Monterey/POWER research. The primary purpose of Project Monterey was to provide a stepping stone to Linux. IBM clearly stated this in promotional and technical materials, some of which SCO participated in publishing. It was always the plan that Project Monterey would be for POWER and SCO knew about IBM using SVR4 on POWER as far back as 2001. The article asks (and answers) some interesting questions: 'Where is the monetary damage to SCO? Where is there copyright infringement? Was SCO fully aware how quickly Linux would develop, that it would replace Unix, or did it take them by surprise?'"

18 of 128 comments (clear)

  1. Timeline by Virtual+Karma · · Score: 5, Informative

    Here is the timeline for SCO vs IBM and Linux: Click here

    1. Re:Timeline by RealProgrammer · · Score: 4, Informative

      Here is a more complete searchable timeline.

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    2. Re:Timeline by sik0fewl · · Score: 4, Funny

      Here is a timeline of people posting timelines:

      • 16:18 - Virtual Karma posts timeline for SCO vs IBM and Linux
      • 16:28 - RealProgrammer posts a more complete, searchable timeline
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  2. Monterey by bryan986 · · Score: 5, Funny

    Sounds cheesy doesnt it

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  3. SCO and IBM by UlfGabe · · Score: 5, Funny

    looks like ibm got the better of SCO

    data... check
    supporting information...check
    patents...gotta wait till the courts are out on this one
    copyright...check
    liscensing...check

    having lots of high priced lawyers.....priceless.

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  4. Ransom Love's Linuxworld 2000 Keynote Speech by NZheretic · · Score: 5, Informative
    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 RealPlayer8 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 (44:30 minutes into the videostream), Love was asked about the possible confict over Monterey and Linux IA-64. (A mp3 capture of the 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.

  5. Are we still maintaining the polite pretense... by ites · · Score: 4, Interesting

    ...that SCO actually launched this case on their own behalf and with some merit?

    I thought it was obvious from very early on that this was a proxy attack on behalf of Microsoft against its two main enemies, IBM and Linux?

    Also, clear by now that the attack failed, with heavy losses to Microsoft.

    The actual contents of SCO's case seem pretty irrelevant.

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    1. Re:Are we still maintaining the polite pretense... by ites · · Score: 3, Insightful

      1. Loss of a potential weapon against Linux, namely the "you stole IP" accusation.

      2. Loss of face. Microsoft paid SCO, SCO turned out to be little better than shakedown artists.

      3. Kudos to the opposition as a "worth opponent". Linux survived and became much stronger.

      Basically, the SCO case sealed Microsoft's fate as the loser in the commoditization of operating systems. Their only remaining defense is software patentability and if that battle fails in Europe, they are, basically, screwed.

      Heavy losses, yes.

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    2. Re:Are we still maintaining the polite pretense... by ites · · Score: 4, Interesting

      This from "ihatelinux.blogspot.com"?

      ROTFL.

      I never said Microsoft were evil or monolithic. Try thinking about what I actually said, not what you imagine are people's criticisms of your company.

      283 patents in the Linux kernel? Possibly. All complex software hits patents. The question is: are any of these patents enforceable, have they a basis that will stand up in court, and can they beat the huge patent portfolios that IBM is now making available to free software developers. Do you see what I'm saying? Each patent attack by Microsoft against Linux risks a volley of counterattacks from IBM against Windows.

      Microsoft's fate is sealed for a simple reason, nothing to do with marketing or opinion. Nothing you say, nothing I say, will change this reason.

      Linux repesents something. A sea change in the way software is made. A radical shift. It's not new in itself but the scale and efficiency has been rising exponentially. It was unstoppable in 1999, even long before that.

      Microsoft will either adopt that way, or they will be buried under it. There is no alternative.

      Think about it. Think about the stacks of CDs containing hundreds of millions of lines of high-quality, working, secure, and useful code. Think about the process that produces this software.

      Now think about the pain Microsoft has to produce comparable software. Where is Longhorn? Delayed again? You think patents are going to fix this?

      Microsoft is like a wealthy man dying of cancer. Money is no substitute for youth and health.

      Actually, it's starting to be sad, seeing people like you "defend" Microsoft when no-one is attacking. There is no hate anymore. We're just watching the old man die, even as he spits and tries to claw at us.

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  6. The horse is nearly dead.... by Dav3K · · Score: 3, Interesting

    ...but why stop beating it now? Since the conclusion is pretty obvious now, the announcement I am waiting for is the final judgement on the SCO cases.

  7. Linux Kernel Personality (LKP for SCO UNIX) by cyanics · · Score: 5, Interesting

    In the late 90's and early 00's, SCO was messing around with a product called LKP (Linux Kernel Personality) which was a method for allowing system calls from linux applications to the UNIX kernel.

    If SCO was so anti-linux, why would they make a move to incorporate linux into its own product. That step right there discounts any claims they might have regarding linux code source.

    1. Re:Linux Kernel Personality (LKP for SCO UNIX) by k98sven · · Score: 5, Insightful

      If SCO was so anti-linux, why would they make a move to incorporate linux into its own product. That step right there discounts any claims they might have regarding linux code source.

      No it doesn't. They weren't incorporating Linux code. They were making a compatibility layer so you could run Linux apps; BSD has one too.

      But the main thing is: SCO was not at all anti-linux until Darl McBride entered the game as new CEO after Ransom Love. SCO was a Linux distributor, forchrissakes!
      (And that, however, may invalidate any claims they had on Linux code, since by distributing, they are bound to follow the GPL)

      However in reality they don't have any claims on Linux. Despite what they've been repeatedly telling the press, they haven't claimed in court that Linux infringes on their Unix copyrights. What they claimed in court was that IBM couldn't contribute to Linux since they had a Unix license. (Although the contract seems to indicate otherwise).

      They made some other claims, too, but in reality the SCO-IBM case has very little to do with Linux at all. IBM's counterclaims regarding SCO's public statements and GPL violations are actually the more directly Linux-related things in this whole mess.

  8. You give SCO of '98 too much credit by Alexander · · Score: 4, Interesting

    To the best of my ability to recall...

    in 96-97, SCO and HP and Intel were all joined in happy hands developing what was going to become Itanium.

    HP and SCO were going to merge their flavors of UNIX, as well - a move that fell apart (rumor has it) when SCO showed up to the table with something like 1/10th of the developers HP did.

    Remember that it takes a while for Monterey-like deals to be created from a BizDev standpoint, maybe as much as 6-12 months - so it's likely that Monterey came about as a response from SCO's viewpoint as a substitute for the aborted HP collab. (A quick google for Monterey will turn up all sorts of anti-HP language circa 1998). IBM had nothing to lose, AIX was already a poor performer - heck up until 2000 or so the largest Sun reseller was IBM (one of the smartest things IBM did was embrace Linux).

    And knowing SCO circa 1998 - I really doubt they thought of Linux as much more of a fad... a predominant source of income at that point being support contracts and services (NT 4 was the major threat to platform migration away from SCO at the time).

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  9. Actually... by schon · · Score: 3, Informative

    SCO actually launched this case on their own behalf and with some merit?

    Of course not. There was never any merit.

    this was a proxy attack on behalf of Microsoft against its two main enemies, IBM and Linux

    Actually, it started out as a way for SCO executives to bail out a dying company. They threatened IBM with a bogus suit, expecting to be bought out. When they weren't, they shopped it to MS as a way to continue to make IBM's life painful, and for MS to smear Linux.

    Both McBride and Sontag have publically stated this - they were "amazed" that IBM chose to fight, instead of taking the easy way out, and purchasing them.

  10. Re:For the clueless, here are some answers... by mindstrm · · Score: 3, Insightful

    Except there is no evidence at all that IBM used SCO's code to enhance linux, to date there has not been one shred of code that suggests this.

  11. Re:For the clueless, here are some answers... by argent · · Score: 5, Informative

    IBM was supposed to use SCO's code to develop Monterey, and instead, they apparently used it to enhance Linux.

    The word you're looking for is "allegedly", not "apparently". SCO alleges that this happened, but it doesn't appear that their allegations are correct. They have been asked to produce evidence that IBM took the code SCO provided for Monterey and put it in Linux. that's when they started saying IBM put code that IBM had developed but which allegedly (there's that word again) belonged to IBM because of some allegedly viral language in the license for System V. The problem is that IBM has explicit documentation that this is a misreading of the license and Novell who wrote the license backs them up on it.

    The issue is really quite simple. SCO is claiming ownership of any UNIX code developed by any company with a System V source license, whether the software in question was licensed System V code or not.

  12. Re:For the clueless, here are some answers... by LWATCDR · · Score: 4, Insightful

    "The issue is really quite simple. IBM was supposed to use SCO's code to develop Monterey, and instead, they apparently used it to enhance Linux."
    Except they have yet to show a single piece of SCO code that IBM included into Linux. If your statement is true then SCO would not need any source code from IBM to prove their point. They have the source to Linux and the source to Unixware. So as the man said, "show me the code".
    The last time I checked SCO was claiming that SCOs owns code that IBM wrote and that IBM put that code into Linux. Hence the reason that they need the source for AIX.
    I would say your answers are out of date at best.

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  13. Some more ammo for PJ by btarval · · Score: 5, Informative
    SCO's statment according to The Fine Article:

    "Unlike IBM, virtually none of these (Linux) software developers and hobbyists had access to enterprise-scale equipment and testing facilities for Linux development."

    This was back in 2001.

    Pardon me, but this is blatent nonsense. SGI had a significant push to put Linux on the Itanium Processor back in 2001. I don't believe that it was announced publically then, but it was a significant effort, and the NUMA stuff resulted from it (among other things). This is definitely Enterprise-class equipment, well beyond the price range for your average "hobbyist". And needless to say, this required Enterprise-class testing. I speak from direct experience, as I was involved with the project.

    So this statement alone is blatently false, and here's some more ammo for PJ to shoot down SCO's claims.

    Heck, 64-bit Linux appeared on Sun's 64-bit SPARC machines before SunSoft had completed it's 64-bitization efforts as well. This was back in the Solaris 2.7 timeframe, around 1998, IIRC. Most people would consider the 64-bit SPARCs to be Enterprise level as well.

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