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In open source, an unexpected trap
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By Kevin J. O'Brien International Herald Tribune
FRIDAY, DECEMBER 9, 2005
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BERLIN
As open-source software spreads to personal computers, servers and
Internet networking equipment around the world, so too is the misuse of
the rules governing the software - a product that is commonly but often
mistakenly thought to be free and unprotected.
Such plagiarism, experts say, has led to a string of lawsuits, created
hurdles to technology mergers and opened up a market for products meant
to guard against violations.
"Open-source compliance is a big issue," said Mitchell Baker, president
of the Mozilla Foundation, which distributes Firefox, the world's most
widely used open-source Web browser, installed on 60 million personal
computers, or 11 percent of the total.
The problem is that despite its name and reputation, open-source
software is distributed with strings attached. While it is true that
the software's source code - its binary DNA, so to speak - is open for
any programmer to read, adapt and change, there are restrictions and
conditions on its use.
Harald Welte, a 26-year-old software developer in Berlin, was peeved in
2003 when he learned that a company in Irvine, California, was selling
software that used Netfilter/iptables, a program he had created with
five software developers in Australia, Japan, Canada and Germany.
The California company, Linksys, had failed to honor to a critical part
of the General Public License, or GPL, the most common of about 90
open-source licenses in use today. Under the GPL, any product that
includes a licensed program must publish its underlying source code,
that is, the computer instructions as written in a programming
language. To make matters worse, Linksys had just been bought for $500
million by Cisco Systems, the world's biggest maker of networking
equipment.
After the Free Software Foundation, holder of the GPL license, wrote to
Cisco and Linksys to criticize the license breach, Cisco published the
source code of the Linksys product, thus giving credibility to the idea
of enforcing open-source licenses and spawning new caution among
sellers of software.
"This kind of infraction is not as uncommon as one might think," said
Welte, whose efforts have also forced Deutsche Telekom, Siemens and
smaller European software makers like Allnet, Sitecom and Fortinet,
among 50 others, to publish source code because they were selling
products based on his software. "Violations are getting more common all
the time."
Open-source software is used widely. This year, 69 percent of all Web
servers run on open-source software developed by the Apache Foundation,
according to NetCraft, an industry research company based in Bath,
England.
The open-source Linux operating system runs one-quarter of all file
servers in the United States and one in five in Europe, according to
International Data Corp. MySQL, an open-source database program
developed by a Swedish company, is on six million corporate file
servers and claims to have one-third of the global database market.
But Welte and other experts question whether the companies that use
these products understand the licensing requirements. Even if the
violations are inadvertent, as some watchdogs believe, they are still
violations.
The GPL's main requirement is that developers who incorporate
open-source software into new products agree to publish the revised
source code in its entirety. This is intended to guarantee that
open-source software and the innovations it inspires remain open.
Some open-source licenses, like the one Mozilla attaches to its Firefox
browser, do not require developers to disclose the entire software code
of subsequent innovations, just the relevant subset of binary
information used in its new product. By narrowing the disclosure
requirement, Baker said, Mozilla aims to accelerate the use of its
software by overcoming copyright concerns.
Georg Greve, president of the Free Software Foundation Europe, said
complaints about the handling of open-source software and its licenses
were rising, although he was unable to quantify the increase. "We have
four full-time people who investigate these," he said. "That's not
enough."
Welte said he is pressing 35 other complaints against companies accused
of misusing his team's open-source router software. Welte was so
incensed by the violations he uncovered that he started
GPL-violations.org, a Web site to report open-source license violations.
The Free Software Foundation plans to revise the basic terms of the GPL
next year for the first time since 1991. The first public meeting on
changes is to be held Jan. 16 at the Massachusetts Institute of
Technology.
Companies like MySQL can profit from their open-source software in two
ways: by maintaining the software for clients or by selling private
versions of the software, not covered by the GPL, that companies can
manipulate for their own purposes without having to disclose their
work.
Heather Meeker, a lawyer who specializes in intellectual property
issues at the firm Greenberg Traurig in East Palo Alto, California,
said that open-source compliance is becoming crucial in some mergers
involving technology companies. Often, sale prices are negotiated
lower, Meeker said, if companies cannot vouch that their licenses are
in order.
"Tech companies are increasingly using open-source software to
fast-track their own development," Meeker said. "These days, every
single tech company is using open source in their products."
That is why Lloyd's of London, the world's biggest seller of
specialized insurance to businesses, began offering "open-source
compliance insurance" last month to companies involved in mergers and
acquisitions. The coverage, up to $10 million, offsets losses in
valuation caused by open-source violations. The policy costs 1 percent
to 3 percent of the total amount insured, said Matthew Hogg, an
underwriter at R.J. Kiln, the Lloyd's subsidiary underwriting the
software insurance. "What this does is enable people to feel more
comfortable about open source and embrace it further," he said.
Ian Lewis, director of science and technology at Miller Insurance
Services, a Lloyd's unit that is selling the insurance, said the legal
risk of misuse has been growing. Over the last two years, Lewis said,
30 acquired companies have been sued after the buyers learned they had
purchased products that violated open-source licenses. "Often, the
companies themselves are not aware whether their products comply,"
Lewis said.
Some, like Cisco, which was forced to publish the code of the router
software after its purchase of Linksys, are no longer taking chances.
This year Cisco hired Palamida, a San Francisco-based company that
screens code for matches against its huge archive of open-source
software.
Palamida's search service costs $5,000 to $250,000 a year, depending on
the size of the company and the searches needed, said Mark Tolliver,
chief executive.
"The use of open-source software is extraordinarily widespread today,"
said Tolliver, a former chief marketing officer at Sun Microsystems. "I
think that most organizations would find that there is open-source
software being used in their companies or products that they are not
aware of."
That companies as large as Cisco are screening their products for
license violations shows that open-source software has come of age,
Tolliver said.
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