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Through the Patent Looking Glass with Microsoft

Andy Updegrove writes "By now you've probably read more than you want to about Microsoft's announcement that it owns 235 patents underlying leading open source software, including many opinions about whether Microsoft's new assertions do, or don't, represent a real threat to Linux, OpenOffice, and other OSS. To get to the bottom of the issue, though, you have to take a deep dive into how patent cross licensing works these days. When you do, you realize that patents don't mean what they used to, and have far more defensive than offensive value in the marketplace today. It also becomes apparent that it really doesn't matter whether Microsoft has valid patents or not, because so many other companies do as well. Today, what companies worry about isn't asserting their patents against other companies, but maintaining their freedom of activity. In this case, the open source community can simply ride the coattails of the major vendors, because Microsoft doesn't hold enough cards to win the hand, much less the game." Relatedly The Register is reporting that the author of the main report being used by Microsoft to support their patent claims has come out against Microsoft's interpretation of his work and Jonathan Schwartz gives some free advice to the overly litigious.

32 of 187 comments (clear)

  1. Is this just repeating Ravicher's 2004 rebuttal? by toby · · Score: 4, Informative

    Back in November 2004, Dan Ravicher complained to Steven Vaughan-Nichols that Ballmer had misread his patent study, so I'm not sure that this is 'new' news.

    That Register link is dead (although even Google News indexed the article. wtf?) But many articles are repeating Ravicher's old remarks: Ravicher says his report proves the opposite of Microsoft's claims, The author of that report disowned Ballmer's remarks, etc.

    --
    you had me at #!
  2. No matter what MS says by zappepcs · · Score: 5, Interesting

    The resounding reply from all corners has been either 'so?' or 'They have nothing, and won't have or they would have already shown it'. What's more, Linus more or less dismissed the claims as nothing more than FUD. There are claims that this FUD is being used to help bolster MS's Q2 sales of Vista.

    Nothing but conjecture abounds as MS is doing a SCO and not saying what they have, nor why they want to even mention it. Yet others claim that the Linux vouchers MS is touting actually makes them a Linux distributor and thus subject to the GPL.

    The whole thing should pan out to be a very interesting chapter in tech history.

    Someone let me know when there is real news on this topic

    1. Re:No matter what MS says by ClosedSource · · Score: 4, Insightful

      "What's more, Linus more or less dismissed the claims as nothing more than FUD."

      But I thought Linus made a point of not investigating possible patent problems with Linux so that he couldn't be accused of deliberately violating them. If he hasn't looked into the patents, how could he possibly know that MS's claims are FUD?

      Of course, no matter what he might actually believe, Linus is obviously going to call it FUD just as Gates will obviously say it isn't. You're not going to get an unbiased response from people who have so much to gain or lose, so why bother to ask? It's like asking a politician "Do you think you can win?". You already know what the answer will be.

    2. Re:No matter what MS says by Trailer+Trash · · Score: 5, Insightful

      But I thought Linus made a point of not investigating possible patent problems with Linux so that he couldn't be accused of deliberately violating them. If he hasn't looked into the patents, how could he possibly know that MS's claims are FUD?

      That's an easy one. If they weren't just FUD, Microsoft would detail the patents and the infringement. This is directly analogous to the SCO case, where rather than showing which code was copied they just claimed that a bunch was.

      If you're truly being harmed by someone's infringement, you have a legal duty to let them know as soon as possible so that they have the opportunity to quit infringing. If, on the other hand, you're using FUD to muddy the waters...

    3. Re:No matter what MS says by Anonymous Coward · · Score: 2, Insightful

      But I thought Linus made a point of not investigating possible patent problems with Linux so that he couldn't be accused of deliberately violating them. If he hasn't looked into the patents, how could he possibly know that MS's claims are FUD?
      If you had read any of the articles, you'd know that the justification Linus provided for his opinion was not dependent on knowing which patents Microsoft held. He said he thought it was FUD because if they had a legitimate patent that FOSS couldn't work around there'd be no reason to play games where they don't disclose the actual patents.

      Of course, no matter what he might actually believe, Linus is obviously going to call it FUD just as Gates will obviously say it isn't. You're not going to get an unbiased response from people who have so much to gain or lose, so why bother to ask?
      That is insulting to Linus and a good fraction of the human race. Your implicit assumption that a person cannot strive for an unbiased and honest statement about something of interest to that person says more about you than whomever you're talking about.

      It's like asking a politician "Do you think you can win?". You already know what the answer will be. "Win"? As in win an election? Presumably he wouldn't be running in the election if he didn't think he could win. What does that "analogy" have to do with anything.
    4. Re:No matter what MS says by LWATCDR · · Score: 4, Informative

      Easy. Microsoft is claiming 240+ plus patents are infringing on Windows.
      Later they claim less than 50 are in the Linux kernel with the other in the GUI and OpenOffice.
      That right there is FUD since OpenOffice isn't part of Linux and frankly more people use OpenOffice on Windows than on Linux.
      Also Linux doesn't have a GUI. Gnome and KDE are not part of Linux and run on other OSs as well as Linux.

      Finally they refuse to what patents are infringing but say the will show them to known Linux users and some distro makers.

      Well I am a Linux users which is no known. Show them to me.
      Microsoft will not show them because they want to use them to bet money from companies that use Linux or sell Linux. If they show them then they would bet challenged or written around.

      That is FUD.

      --
      See my blog http://ilovecookes.blogspot.com/ for light hearted technical information.
    5. Re:No matter what MS says by TheRealMindChild · · Score: 2, Interesting

      I know for sure, one of the patents (more or less) is how FAT stored long file names. For those not too clear on what that actually is, FAT long filenames are stored in regular "folder entry" structs with volume ID, read-only, system, and hidden attribute bits set, preceeding the initial entry for up to 20 entries (260 byte file name). Example:

      LFNStruct|LFNStruct|LFNStruct|LFNStruct|LFNStruct| LFNStruct|Normal File Entry

      Now Microsoft can, to a certain degree, claim this is "innovative" for the simple fact, I have NEVER seen another implementation of long file names in FAT. But the issue quickly comes to light, "How can I possibly implement a correct, COMPATIBLE FAT file system driver without using MS's long file name method?". Well, you can't. And FAT being what it is, there is no entity in the world that will give MS exclusive rights to implement long file names on FAT... even if they DID come up with it.

      --

      "When life gives you lemons, don't make lemonade. Make life take the lemons back!" -- Cave Johnson
    6. Re:No matter what MS says by just_another_sean · · Score: 2, Interesting

      It's not really about asking Linus or wanting his opinion. What is important is that the lead developer of the supposedly infringing product has come out and stated "prove it". At this point, until MS puts up or shuts up, it's his word against theirs. If MS can create uncertainty with their claims in the business community then it's nice to see Linus counter that with some uncertainty about MS's claims.

      --
      Creationist Textbook Stickers Declared Unconstitutional by CowboyNeal
    7. Re:No matter what MS says by sconeu · · Score: 2, Informative

      Lanham Act. In particular, Section 43(a)(1)(B).

      --
      General Relativity: Space-time tells matter where to go; Matter tells space-time what shape to be.
  3. $699 by GillBates0 · · Score: 3, Funny

    The queue starts here folks, please have your $699 ready and don't shove.

    --
    An Indian-American Hindu committed to non-violent thought/speech/action alarmed by the global explosion of radical Islam
  4. The "defensive patent" theory is flawed by ClosedSource · · Score: 5, Informative

    "Today, what companies worry about isn't asserting their patents against other companies, but maintaining their freedom of activity."

    Last year IBM sued Amazon over IBM patents and it had nothing to do with "maintaining freedom". The whole theory of defensive patents is just an excuse for patent-mongers like IBM to continue to restrict competition.

  5. Re:Is Schwartz alluding to SCO and Microsoft.? by slashthedot · · Score: 2, Informative

    RedHat could be the third one, according to this Register article.
    http://www.theregister.co.uk/2007/05/15/schwartz_b log_microsoft/

  6. Not 2004 Rehash [correct formatting] by twitter · · Score: 2, Informative

    Back in November 2004, Dan Ravicher complained to Steven Vaughan-Nichols that Ballmer had misread his patent study, so I'm not sure that this is 'new' news.

    This looks recent to me. I journaled the interesting parts of the Register article. The statements were presented as recent and are identical to those running in the stories you point to:

    Dan Ravicher, says that is not what the report said, and that it did not claim that open source software faces legal problems. "Open source faces no more, if not less, legal risk than proprietary software," Ravicher told technology news site eWeek. "The market needs to understand that the study Microsoft is citing actually proves the opposite of what they claim it does.

    The Register article also quoted Ballmer citing a paper published "last summer" by a nameless "Open Software" group so this is not a rehash of the 2004 events, other than committing the same offense. Microsoft is like that. When a lie does not stick, they tell it again.

    --

    Friends don't help friends install M$ junk.

  7. Re:Is this just repeating Ravicher's 2004 rebuttal by MindKata · · Score: 4, Insightful

    From the main article, "have far more defensive than offensive value in the marketplace today" and from the parent post "MS. They are not used to being in competition"

    Microsoft could well be using this "patent news" in a very underhanded, but very tactical way to scare corporations away from adopting open source tools and/or OS, in an attempt to tip the balance so corporations buy Vista. Non-technical Corporation bosses would be afraid of this kind of underhanded sabre rattling tactic of Microsoft, as they would fear wasting time and effort on Linux and so go the "safe" route of using Microsoft tools & OS. ("Safe"=What M$ tell them is safe).

    Its blatant scare tactics hidden behind a supposed news story, which Microsoft's own PR departments created the news story.

    --
    There are 10 kinds of people in the world... those who understand binary and those who don't.
  8. Major correction for you by Mateo_LeFou · · Score: 5, Insightful

    "there is almost no difference between this "everyone has defensive patents" world, and the "no one has any patents at all" world. In both cases, companies that hold a bunch of patents are free to operate as they see fit"

    See the important difference. It's the *thousands of companies who don't hold a bunch of patents. They are not free to operate as they see fit in the former case, and in fact live in a Damoclean situation where their continued survival is dependent on being below the radar of the patent oligarchy. In the latter case, they are free to operate as they see fit.

    Or did you have some plan for providing these defensive patents to "everyone"?

    --
    My turnips listen for the soft cry of your love
  9. Delaying tactic. Nothing more. by ushering05401 · · Score: 4, Insightful

    After digesting this issue for a couple days I have come up with this...

    Intentionally or not, Microsoft has trained corporate America to wait until the first service pack or two before adopting their new operating systems. The new hardware specs for Vista will provide a further incentive for companies to delay the 'upgrade.'

    Microsoft has come up with a short-term pump-up for Vista that was briefly referenced in another thread here and was supported by a friend of mine who is in CS @ a local university... students recieving free installs are being run through an e-commerce application with the price fields zeroed... which means they are being counted as sales. I wonder how many other individuals are recieving free licenses through this method for corporate evaluation etc...

    Microsoft then releases public attacks to slow corporate adoption of competing products. In 9-12 months the market will naturally have reduced the overhead for upgrading to Vista and Microsoft will have time to release some major patches.

    Profit!!!

    Vista is not the only product they are using delaying tactics with. In 4th Qtr '06 MS dropped Virtual Machine licenses from $499 for corporate to $99 after announcing the delay of Viridian, their new upgrade.

    Sad thing is... these tactics will probably work. Good thing is Microsoft does not appear to have a winning legal strategy. Not that they need one, but we probably won't be seeing C&D notices out of this.

    I hope this is all that's behind this.

    Regards.

  10. Groupthink? by Hemogoblin · · Score: 2, Insightful

    Ever since MS made that announcement about the 250 some patents that Linux supposedly infringes on, there have been a number of articles on Slashdot pointing out the flaws in MS's argument. In addition, almost every single comment I've read essentially parrots TFA or previous articles. While I'm not pro-MS by any means, it would be nice if someone could find an article that argues from the other point of view. Essentially, I think we should really try to have a debate on the issue, rather than just continuing the groupthink.

    Keep in mind that I don't personally agree with MS's argument. I just think we'd all benefit from being open minded and having an actual debate on the topic. This applies to all topics we cover, but this one struck me as particularly obvious.

    1. Re:Groupthink? by unapersson · · Score: 2, Informative

      It's not really possible as there is not enough information for the other side. MS is holding all the cards to their chest. Such an article would need to list all those patents and that simply isn't going to happen. It's also very hard to defend the old, "you're infringing our IP but we won't tell you what" approach they're taking. The pro-MS comments I have seen have been inflammatory nonsense and I doubt if you'll get much else until Microsoft shift from its protection racket stance.

    2. Re:Groupthink? by nuzak · · Score: 2, Insightful

      What is the other point of view? That Linux infringes on some patents? It almost certainly does, as does any program bigger than "hello world" (heck, the C prelude probably infringes on patents too, so I'm not too sure about that). Or is it in defense of Microsoft making vague legal claims while deliberately withholding the substance of the accusation?

      The world is round. And despite the twisted dialectic that modern journalism would lead you to subscribe to, there is no other side to that story.

      --
      Done with slashdot, done with nerds, getting a life.
  11. Never sue someone with no money by rimcrazy · · Score: 4, Interesting

    This is simply good marketing coupled with an opportunity when OSS is finally in a position where real money is finally being made. I've worked in semiconductors for over 30 years. In that business if you start a new company, if you are not a direct threat to the big guys....they all just simply sit back and wait until you are finally making some money. Once that happens the lawyers from Intel, TI, IBM, etc., etc. etc. all line up at your door. They come in and say "Gee, we think you are violating our patents. Tell you what, we've decided the stack you violate is 8' high. Now, we can litigate each one...............or for today only, we will offer you this screaming deal of 30K/inch plus a royalty of 0.05% on every product you make........hell, we will even throw in a set of Ginsu Knives with the deal cause we are such nice guys!"

    The have enough clout in the marketplace to make you look bad with their FUD. They can shut you down. This is simply legal extortion plain and simple. Tony Soprano would be proud.

    --
    "TV, a medium as it is neither rare nor well done." Ernie Kovacs
  12. All patents are offensive, always by dmeranda · · Score: 4, Insightful

    There is no such thing as a defensive patent; that just does not make any sense at all. The whole point of a patent is offensive; it is a restriction placed upon the rest of humanity that they may not do something. It does not matter whether anybody gets sued, the mere existence of the patent has already done the most harm. Suing someone is just looting the body after you've already killed them.

    And it is not just a software-only issue, patents are just as dangerous in many other fields. For a much deeper understanding of how patents are harmful, please read Against Intellectual Monopoly by by Michele Boldrin and David K. Levine. http://www.dklevine.com/general/intellectual/again stnew.htm

    This is quite a long read, but it is very important.

  13. Does the end user pay? by fermion · · Score: 2, Interesting
    The point of the MS announcement was to promulgate the theory that end users would either be required to pay compensatory damages to MS, or the products would no longer be allowed to exist, thus disrupting business.

    I believe that this historical attack on customers has been uniquely confined to the software industry, that is until the RIAA got a hold of the business model. For example, If I buy, in good faith, an unlicensed book, The author or his or her agent does not come after me and demand triple compensation. OTOH, if I, as a business, in goo faith properly license all my software, and conduct full due diligence to insure that no unlicensed software is installed, I can still be held in great financial liability. At one time such laws were used to stem the frankly rampant use of unlicensed software, but over the past 10 years the main objective was to allow vendors to spy on customers and make sure that competitors software is not being used.

    So this MS tactic is just an extension of previously United States certified monopolistic behavior. At first it was OSS was more expensive to integrate with MS software. Then it was OSS was unreliable when used with MS software. Now it is 'you have to pay MS either way, so why bother.' The funny thing is that no one is saying Zune and MS music are a dead end because of the patent disputes. No one is saying that MS users are going to have to relicense Windows due to the patent disputes. Is MS Windows and Vista going to pulled from the shelves and will every MS user have to upgrade their PC to remove the offending technology? Somehow I think that MS Will survive these patent disputes, and so will OSS.

    --
    "She's a scientist and a lesbian. She's not going to let it slide." Orphan Black
    1. Re:Does the end user pay? by masdog · · Score: 2, Insightful

      The funny thing is that no one is saying Zune and MS music are a dead end because of the patent disputes. No one is saying that MS users are going to have to relicense Windows due to the patent disputes. Is MS Windows and Vista going to pulled from the shelves and will every MS user have to upgrade their PC to remove the offending technology? Somehow I think that MS Will survive these patent disputes, and so will OSS.

      That's because no major player has threatened Microsoft with their patent portfolio yet, and I doubt that will happen until Microsoft makes its next move. I think the major supporters of Open Source, IBM, Red Hat, Google, OIN, etc, are all waiting to see what happens next. Will MS go after a distro? Will they go after a company that uses Linux? Or will MS just continue to bluff?

      The "patent war" is a cold one right now, and I don't think anyone wants it to go hot. It would be devastating to a lot of people and companies - Microsoft included. They know they have more to loose from this than the Free Software movement because they have a bottomline to watch and shareholders to appease.

  14. Re:M$ Balllmer and his FUDs by denis-The-menace · · Score: 2, Funny

    Like Hitler's speech, ballmer's speech is just like a good and beautifoul music but with crappy lyrics...

    "ENTWICKLERS, ENTWICKLERS, ENTWICKLERS, ENTWICKLERS"

    --
    Obama's legacy: (N)othing (S)ecure (A)nywhere and (T)error (S)imulation (A)dministration
  15. M$ : FUD or fact by PatentMagus · · Score: 3, Interesting

    Looking at the timing, a couple of countries recently announced a push for open standards and open software for government use. Then there is the wide adoption of OSS in some coutries like India, China, ... Huge huge threat to M$ short term strategy. I think their long term plan is to embrace and extend OSS though. Now, defensive patenting is a valid strategy for companies but doesn't work against trolls. You can't tell a troll that they are infringing your patent (except in rare cases). Having your own patents is kinda like having a gun in your pocket. Everyone with guns tries to be polite to other people with guns. There is occasional shooting. The unarmed regularly get robbed, raped, and beaten. Regardless, M$ isn't really trolling. I do think they are throwing FUD backed by the threat of an RIAA style witch hunt. Easy enough: 1. Hang dongles on some web sites to catch unwary linux users. 2. Trace the ip_addr 3. ??!!! 4. Profit!!! The problem they'll face is that some of us evil lawyers will happily attack their patents. Look what happened to SCO. The community really got engaged and gave lots of valuable information and insight. That gives the OSS side a huge advantage. The discovery phase of a case is often where the biggest bills are generated. In an OSS patent infringement action, the defendant simply hands over the code. The plaintiff, however, has thousands of pissed of people dredging up prior art and other ways to invalidate the asserted patents. A few hours effort from thousands of people translates into millions of legal fee dollars that the OSS defendant gets for free. Then a bunch of that gets handed to the plaintiff who spends millions trying to understand/rebut it. On the other hand, the community has done a horrible job finding a way to get rid of the one click patent. So, can M$ profitably sue? Yes, they can. They'll sue someone random and make lots of noise about it. Regardless of what the OSS community does, the bulk of the market will be frightened away from "risky" software. A few million is less than a percent of what M$ takes in. Cool, the lawyers get rich.

    --
    I am a lawyer, but not yours. Anything I tell you might be a total lie intended to benefit my clients at your expense.
  16. The main MS patent, summarised by Flying+pig · · Score: 2, Funny
    We claim:
    • 1. A tubular structure made of various proteins
    • 2. A sponge-like structure between the inner and outer walls of the tube
    • 3. Means to introduce liquid under pressure into the sponge-like structure, and other means for removing the liquid
    • 4. A means to attach the said tubular structure to the lower abdomen of a male human being
    • 5. A means to connect the plumbing system described in Claim 3 to the interior plumbing of the human being
    • 6. Means to cause the tubular structure to oscillate and expand on demand.
    It will be appreciated by those skilled in the art that this invention will be of inestimable use to chief executive officers wishing to lay claim to exclusive access of their products to various markets.
    --
    Pining for the fjords
  17. Everything by TheUnseenthings · · Score: 3, Insightful

    Everything that can be invented has been invented.
    Charles H. Duell, Commissioner, U.S. patent office, 1899

    Edit: Everything that can be invented infringes on a existing patient, 2007

    --
    That which is seen is temporary, that which is unseen is eternal, therefore, focus on the unseen things.
  18. Solution by venicebeach · · Score: 2, Funny

    Clearly the solution to this whole situation is to have Microsoft play tic-tac-toe over and over again....

  19. Create a wiki to destroy the patent system? by sectionboy · · Score: 4, Interesting

    We all know how broken the current patent system is, especially the 'software patent' evil. Can we use wiki-like system to undermine it? Create a wiki for everybody to record something new, no matter how small/useless it might look like, and dedicate it to public domain. With properly managed time stamps, it can be a collection of all 'prior art'. (It's just like doing something oppsite to wikipedia, which stresses so much on unoriginality.)

  20. Re:Is this just repeating Ravicher's 2004 rebuttal by DECS · · Score: 2, Informative

    Microsoft's Unwinnable War on Linux and Open Source
    Microsoft, threatened by the encroachment of competition from open source, has long waged a detached propaganda war against free software and in particular Linux, but has recently escalated its conflict into a full blown attack. Here's what's happening, and why it will greatly accelerate the company's undoing.

  21. I have publicly challenged Microsoft to sue me by christian.einfeldt · · Score: 3, Interesting

    This Microsoft FUD campaign really needs to be challenged, IMHO. I am an attorney, and I don't think that Microsoft has valid patent claims against me personally, and I am using Edgy Ubuntu and Mepis 6.5 and SuSE 10.0 and SuSE 10.2. The Mepis 6.5 SuSE 10.2 I am using in my law practice; and the Edgy and SuSE 10.0 I am using to make a film about Microsoft's anticipated loss of market share due to the growing popularity of FOSS. The film is called the Digital Tipping Point, so you would think that if Microsoft has a desire to shut up anyone, I would be among them. At any rate, I have created a list of people who would like to be sued by Microsoft. Please feel free to sign up. The more the merrier! It's a wiki page. Here is the tinyURL:

    http://tinyurl.com/2wlemy

    Here is the full page:

    http://digitaltippingpoint.com/wiki/index.php?titl e=Sue_me_first%2C_Microsoft

  22. there's a huge difference by nanosquid · · Score: 3, Insightful

    So, in that context, there is almost no difference between this "everyone has defensive patents" world, and the "no one has any patents at all" world

    There's a huge difference.

    Existing companies with big portfolios and cross licensing agreements have a nice oligopoly, whereas new entrants have a really hard time to enter the market.