'PatentGate' one year later: MS against open-source world

Microsoft has played the 'good cop, bad cop' routine with the open source camp since claiming a year ago that users of open source software were violating its patents

It was just over a year ago that Microsoft dropped a bombshell of a claim: users of Linux and open source software were unwittingly violating as many as 235 Microsoft software patents.

"This is not a case of some accidental, unknowing infringement," Horacio Gutierrez, Microsoft's vice president of intellectual property and licensing, told Fortune magazine at the time. "There is an overwhelming number of patents being infringed."

Since then, critics say Microsoft has played the "good cop, bad cop" routine with the open source camp.

For example, promising not to sue customers of eight vendors that had signed cross-licensing deals with Microsoft for potential open source-related violations? Good cop. But continuing to refuse to publicly reveal what those alleged patent violations are? Bad cop.

Here's another: Announcing in March that open source developers will now be able to use hundreds of Microsoft software protocols without a license for noncommercial use? Good cop. CEO Steve Ballmer telling customers of licensing holdout Red Hat last October that they "have an obligation to compensate" Microsoft for IP violations? Bad, bad cop.

Gutierrez, interviewed late last week, says Microsoft's hot-and-cold engagement with the open source community is neither "intentional" nor "inherently contradictory."

"We spend $7 billion a year on research, development and cranking out innovations," he said. "We need to protect our innovations against people who infringe upon them."

But legal eagles in the open source camp argue that Microsoft's moves, even its ostensibly positive ones, have done little to bolster its patent claim.

"Claiming you have IP that folks are infringing isn't the same thing as proving it," wrote Pamela Jones, author of the open source legal blog Groklaw.net, in an e-mail. "I think they [Microsoft] are in a weaker position *because* they did the [cross-licensing] deals. It makes them look needy, like they can't make it any more without Linux."

"The [legal] threat [to open source] is no greater" today than a year ago, wrote Mark Radcliffe, a lawyer with DLA Piper's Silicon Valley office and the general counsel of the Open Source Initiative, which oversees the approval of open source software licenses, in an e-mail.

Take Redmond's attempts to persuade vendors to sign cross-licensing deals that include protection from potential open source patent lawsuits by Microsoft.

Besides Novell and Fuji-Xerox, which both had signed deals before PatentGate, other cross-licensees include Asian consumer electronics makers Samsung Electronics, Kyocera-Mita, and LG Electronics, and a trio of smaller Linux makers including Xandros and its Scalix subsidiary, TurboLinux, and Linspire.

The number of patent signees remains at 8.

In an interview last week, Gutierrez said that cross-licensing is vital because "customers don't want to buy an IP problem."

Moreover, it sets the necessary groundwork so that Microsoft and its partners can comfortably work together to make their respective products interoperate.

"Good fences make for good neighbors," he said. "This is not a religious issue, but a very practical one."

But critics claim cross-licensing is a sneaky attempt to get open source vendors to de facto admit that their software does violate Microsoft patents. Not that they think it actually bolsters Microsoft's case.

"The signing of cross licenses does not mean that the patents are valid," Radcliffe wrote. For instance, licenses can be signed "for a variety of commercial reasons to reduce risk" or to give one Linux vendor a perceived edge in the market.

Jones is more blunt. "I am not aware of any relevant Microsoft patents that have been court-tested. That would be the only way to strengthen Microsoft's claim that there is anything actually infringing," she wrote. "All they have proved is that some will cave rather than find out in court."

The last Linux patent protection deal Microsoft inked was more than half a year ago, October's deal with TurboLinux.

But Gutierrez promised more cross-licensing/patent protection deals soon. There are "ongoing discussions with U.S. software makers," he said. "They just can't be timed from a PR perspective."

Gutierrez thinks even a vocal holdout like Red Hat will eventually come around, once they "recognize that there are opportunities that they are missing out, as customers are increasingly demanding vendors come together and tackle interoperability challenges together," he said.

Red Hat did not reply to a request for comment. But Groklaw's Jones is skeptical.

"The world wants openness and interoperability, up to a point," she wrote. "I don't know anybody who wants to interoperate with Vista."

Moreover, "Red Hat is making money at least in part because it *didn't* sell out to Microsoft, in my opinion," she continued "Even if they [Microsoft] had a valid patent, going after Red Hat is like threatening to kill Dorothy's little dog Toto. You can't do it and have people like you."

Radcliffe argues that the heterogeneity of products -- that is, Microsoft and open source software -- in most corporate networks, which Redmond asserts leads to increased demand for interoperability, also immunizes open source vendors from Microsoft's legal threat.

"Most Linux users are not concerned about this threat," wrote Radcliffe. "Since they are also Microsoft clients, they believe it is unlikely that Microsoft will sue their own customers. We have not seen a significant shift from the 'licensed' Linux vendors to the 'unlicensed' ones."

Todd Weiss contributed to this story.  Computerworld is an InfoWorld affiliate.

This story, "'PatentGate' one year later: MS against open-source world" was originally published by Computerworld .

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