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Deven Kampenhout's Tech Blog

Experiences of a Web Infrastructure Architect in the Hosting Industry
Linux Is No Longer "Free"

Today I came across an interesting article written on the History of Linux. The article quotes the famous newsgroup posting in which Linus Torvalds first announced his operating system project to the world. Notice how he calls it a "free" OS. It is clear that he grossly underestimated the future of this OS:

 From: torvalds@klaava.Helsinki.FI (Linus Benedict Torvalds)
Newsgroups: comp.os.minix
Subject: What would you like to see most in minix?
Summary: small poll for my new operating system
Message-ID: <1991Aug25.205708.9541@klaava.Helsinki.FI>
Date: 25 Aug 91 20:57:08 GMT
Organization: University of Helsinki

Hello everybody out there using minix -
I'm doing a (free) operating system (just a hobby, won't be big and
professional like gnu) for 386(486) AT clones. This has been brewing
since april, and is starting to get ready. I'd like any feedback on
things people like/dislike in minix, as my OS resembles it somewhat
(same physical layout of the file-system (due to practical reasons)
among other things). I've currently ported bash(1.08) and gcc(1.40),and
things seem to work.This implies that I'll get something practical within a
few months, andI'd like to know what features most people would want. Any
suggestions are welcome, but I won't promise I'll implement them :-)
Linus (torvalds@kruuna.helsinki.fi)
PS. Yes - it's free of any minix code, and it has a multi-threaded fs.
It is NOT protable (uses 386 task switching etc), and it probably never
will support anything other than AT-harddisks, as that's
all I have :-(.

Linux certainly was born "free", in a day when you could download the source and use the "free" GCC compiler to create your own executable. It was a hackers dream to have unfettered access to source code. Nonetheless, as the distribution of this hacker OS grew, and commercial enterprises like RedHat and SUSE came into the picture, a change in the landscape was inevitable.

For quite some time, distributors such as RedHat operated on the model that they could maintain a competitive business by providing "free" software sans licensing fees, profiting by offering paid training and support of their distributions. As Linux became a buzz and usage grew out from the hackers and into the common marketplace inside corporations, it became obvious to the major Linux distributors that their original profit model wouldn't work

The dillema for the major Linux distributors lies in the fact that their initial distributions were designed around the open community. As the number of different software packages included in the distributions grew, so did the effort required to maintain the distributions. Thus, it became increasingly difficult (and costly) to maintain legacy distributions. As the major Linux distribution companies began to end-of-life support for legacy versions of their distributions, this created a problem for commercial users of their Linux distributions; Migration from legacy Linux distributions is not necessarily trivial, so the time and cost for enterprises to upgrade to current distributions proved extremely painful.

The need for Enterprise level support for the major linux distributions was seen as an opportunity by the distributions to fix their profit model by charging licensing fees for the use of "Enterprise Level" distributions. The distibutions would provide sofware, support, and updates for an ongoing service fee. Thus, one can no longer get "free" version of major enterprise Linux distributions like RedHat or SUSE. The source is still open, and source versions of the software are free for download, but pre-built binary packages, updates, and technical support are only available to those who pay for the enterprise distribution. Thus, the distributors satisfy the needs of both the "hacker" and the enterprise.

I find it both amusing and interesting how eventually the major "free" linux distributions had to turn to a service based licensing model. It only makes sense, as the axiom my mother taught me when I was young still holds true: "There ain't no free lunch." With Enterprise level support requirements, comes Enterprise level licening fees. New studies now show that licensing and support costs do not significantly differ between Windows Server 2003, Red Hat Enterprise Linux 3, or Novell/SUSE Linux 8.

With this fact in mind, we should quit thinking of Linux as "free". Sure, it's out there for the hacker to play with, but when the rubber hits the road for Enterprises, we need to look at the other factors outside of licensing fees and support. Don't get me wrong, I like Linux. I enjoy "hacking" with open source software as a hobbyist/computer geek. Nonetheless, there is a major difference in the needs of an Enterprise organization and someone like me tinkering around on my home network. Let's start to look at the real issues like indemnification, supporatability, interoperability, security, and all of the other myriad of challenges that will differentiate a good platform/solution from a bad one on the Enterprise level.


*Disclaimer* The opinions represented within this posting express the views of the blog Author, and are not sanctioned by any of the parties discussed  herein.

Posted: Friday, January 07, 2005 1:25 AM by devenkamp

Comments

Tangible Thoughts said:

# January 7, 2005 3:15 AM

Adarsh Bhat said:

Looks like you have a very wrong idea of the spirit of Free/Open Source Software. It may interest you to know that the Free Software Foundation (FSF) used to (and still does) sell Emacs on CDs. That in no way means Emacs isn't "free" anymore. As Stallman puts it, its free as in freedom, not as in free beer.

I agree with your opinion about the "real issues". But shouldn't you really let people evaluate platforms for themselves, rather than make up statements like "Linux is no longer free?"
# January 7, 2005 3:16 AM

Brant Gurganus said:

This is a mixed statement. First, there are two definitions of 'free', one is money, the other is freedom. Second, when you say 'linux', what is meant? Is it the distribution, is in solely the kernel which is what Linux is referring to since he definitely doesn't control all the GNU utilities used in GNU/Linux systems.

Additionally, companies that profit from free technologies generally do so in some sort of service-based model instead of a product-based model. They generally don't own the software and even if they did, it is free (in either sense of the word) and doesn't make much sense to seell it. The way to make money with open source software is through providing service through support or consulting which is what RedHat, VALinux Systems, etc. do.

You might be interested to read Frank Hecker's Setting Up Shop: The Business of Open Source Software at http://hecker.org/writings/setting-up-shop. It is a derivative essay that he wrote to encourage other managers that the Netscape browser should be open source.
# January 7, 2005 5:49 AM

Marcus Libäck said:

Another one who doesn't get it right...
Linux and the other open source unices and programs are free as in free speech, not free beer.
# January 7, 2005 7:17 AM

Paulo Aboim Pinto said:

You are not right about all you say.

Linux was born free .. and still free.

RedHat and SuSe use the free Linux Kernel, but, the final producto maybe not be free.

Usually what we pay for a Linux Base system is the maintance and not just a licence. In Window$ we buy the rights to use Window$ and all the bugs that he have at the stage, and Micro$oft does not resposabilise for bugs that you found or the Blue Screens thar you got. When you got a problem with windows (wirus, blue screen, slow) you have to pay people to resolve our problems, then Micro$oft get the licence momey and does not help us.

In Linux base systems, what you pay is for paying the people that responde your emails or the people thta answer the phone helping you in you normal tasks then Linux base systems get our money and have helpdesk to help us.

The best part is, if you don't want maintenace you can have the Operation System.

What is the diference ??? If you can't see that ... no one can.


(())
Paulo Aboim Pinto
Odivelas - Portugal
# January 7, 2005 7:19 AM

Diego said:

Er...you can go to check yourself ftp.redhat.com and download all the sources of Redhat Advanced Server 3.0 or any other source code of any redhat version. Same goes for Suse, mandrake, etc.

Yes, you've to pay for support. Ie: If something don't works, you've a phone number where you can call and where someone will solve your problem. That's why people buys Redhat.


You're confusing "free" as in "free beer" and "free" as in "free speech". Linux can be both - but if you want support you'll pay for _support_, not for code. Code continues being free, and Redhat and IBM engineers continue pushing their patches through public mailing lists. You really don't seem to understand what "open source" means.
# January 7, 2005 7:38 AM

linux is still free said:

Look, yes it is still free.

Just because you can buy a service contract
doesn't make it not free.

http://linuxiso.org/finddistro.php

I find it amusing how you guys try to discredit linux.

If you hire a lawyer does that make the the English language no longer free?

# January 7, 2005 8:00 AM

Deven Kampenhout said:

I can see a theme developing here from some of the commentors. I wonder if they read through my whole article or quit reading the second I began to point out some of the problems facing the current "Enterprise" Linux distributions. When I make the statement that "Linux isn't Free", I'm referring to the cost of operation, licensing, support, etc. I'm also referring to linux distributions, and not the kernel, the source of which is certainly still available free of any charge. I'm not confusing or debating the "open source" status of Linux and the major Linux distributions.

But many people do confuse this topic. The main purpose of my post is to point out that just because the distributions are "Open", many people still operate under the assumption that they are "Free" when it comes to licensing and support. I know very well that you can download the source for the major distributions such as RedHat (I even mentioned this fact in my post, which is why I wonder if you read all the way through).

Don't get me wrong. I like Linux. I just think that Enteprise level adoption of Linux has brought new issues and problems to light and am trying to point them out. Running linux on your pet system in your garage is a different thing from deploying Enterprise level solutions based on the Linux platform. When it comes to Enterprise level support, the open source model runs into trouble, which is exactly why the major distributions can and do charge large licensing fees for their support contracts.

The bottom line is that the Open Source community has a problem admitting that Microsoft can be a viable option. I know because I used to feel that way too, until I decided to take an unbiased look at the whole issue. If you're not too blinded by your hate for Microsoft, you may be interested in reading my (future) posts about how I transformed from and Open Source advocate into a Microsoft proponent.
# January 7, 2005 8:29 AM

I'm Not Buying It said:

<blockquote>"When I make the statement that "Linux isn't Free", I'm referring to the cost of operation, licensing, support, etc. I'm also referring to linux distributions, and not the kernel, the source of which is certainly still available free of any charge"</blockquote>

When Debian, Slackware and Gentoo cease being free (in any sense you want to take that word), maybe you'll have a point. Until then, forgive those of us who know what we're about for laughing at your statements.

<blockquote>"The bottom line is that the Open Source community has a problem admitting that Microsoft can be a viable option."</blockquote>

Oh please! I've actually shelled out the time, effort and money to become and MCSE, and the fact is that in 90% of scenarios I'd recommend Linux over Windows without thinking twice, and for hard-headed reasons drawn from experience. If it makes you feel better to blame "blind hate" for this reality, go ahead and do so, but I'd like for you to explain why I'd put myself through the trouble of getting MS certified if that was what drove me.
# January 7, 2005 9:21 AM

monkeyboy said:

> If you're not too blinded by your hate for
> Microsoft, you may be interested in reading my
> (future) posts about how I transformed from and
> Open Source advocate into a Microsoft
> proponent.

I'd be interested in reading your advocacy posts, but you need to bring a stronger argument to the table. Realize that FUD coming from a MSFT blogger is even more transparent than the usual communication channels.
# January 7, 2005 10:30 AM

Alex Barnett blog said:

# January 7, 2005 11:13 AM

Sriram said:

Deven - this is hopeless. Trust me - the moment you say 1 bad thing about this stuff, you see trolls with their 'Micro$oft' comments crawl out of the woodwork. Ignore them
# January 7, 2005 12:04 PM

denny said:

"I'd be interested in reading your advocacy posts, but you need to bring a stronger argument to the table. Realize that FUD coming from a MSFT blogger is even more transparent than the usual communication channels."

? FUD: why is it "FUD" I did not see the author saying that Linux is Doomed, that it can't work etc...

I work with Linux stuff, with Microsoft STuff and have in the past done Sun and other systems....

every system has issues.

every system has good points.

let's leave it at that and go build some great systems and apps; ok?
# January 7, 2005 12:07 PM

mschaef said:

" I just think that Enteprise level adoption of Linux has brought new issues and problems to light and am trying to point them out. Running linux on your pet system in your garage is a different thing from deploying Enterprise level solutions based on the Linux platform. When it comes to Enterprise level support, the open source model runs into trouble,"

Of course, there are problems with the closed source model too. I spent the better part of four years working around a problem in windows (various service pack levels of NT, 2000) that apparantly wasn't cost effective to fix. With open source software, I could have either fixed it myself or hired somebody else to do it for me. Closed source software doesn't afford that option.

To me, that's the single biggest issue with open source software: you have to trust that the company providing the software is going to adequately support your needs. If they don't, well, I guess you're screwed...

The same thing goes for file formats and programming languages. Just ask a team trying to figure out how to handle a couple person-decades worth of effort sunk into a VB6 project. Thanks to the fact that VB6 is closed source and the vendor decided it wasn't strategic to continue with that product line, that team now has some difficult choices to make. With open source software, this risk of platforms disappearing out from under you is basically nil.


"how I transformed from and Open Source advocate into a Microsoft proponent. "

Microsoft offered you a job? This is what you're paid to say?

Maybe that's a low blow, but this whole "I've now seen the light and, by the way, just took a job at Microsoft" vibe lends itself to unflattering interpretations.

It's not like it hasn't happened before...
# January 7, 2005 12:53 PM

nathan maffeo said:

"you may be interested in reading my (future) posts about how I transformed from and Open Source advocate into a Microsoft proponent. "

Subscribed.
# January 7, 2005 1:37 PM

Diego said:

"I'm referring to the cost of operation, licensing, support, etc. I'm also referring to linux distributions, and not the kernel, the source of which is certainly still available free of any charge."

In that case, linux has NEVER been free, support has never been free since linux was started to use in companies, so "linux is no longer free" is certainly not true either.

There's certainly the possibility of being free: there's still people who download the source (there's a local government in my country which has developed their own debian-derived distro and there're people working and maintaining it, farmaceutic companies also do this according with taylor, the MS "open source" expert) and support the whole thing themselves and don't use any kind of external "support", so they waste 0 dollars on support.

That's certainly not possible with Windows - even if you don't use the support you'd pay the license (it's also true that very few people works that way and that it's not the market Microsoft is targetting)

So I don't really know what you tried to say with "linux is no longer free", but I'm not surprised that you'll get lot of noise and trolls if you start all your blogs with such just-partially-true wording.
# January 7, 2005 3:12 PM

anonymous blogger said:

Pardon my naivity but is it truly possible that all software be open source. Were the first applications not created to produce a return for a company that was in the generate revenue in which case funding produced open source applications? Are there cases where propietary software generates funding for open source projects. For instance the production of a propietary operating systems which in turns produces funding for open source projects to produce applications that run on a particular OS? Can the two worlds not coexist. Would one thrive without the other?
# January 8, 2005 2:54 AM

mschaef said:

"Pardon my naivity but is it truly possible that all software be open source. Were the first applications not created to produce a return for a company that was in the generate revenue in which case funding produced open source applications?"

I just read an article by Don Knuth who talked about programming an IBM 650, back in the 50's and 60's. He even explicitly states that the prevailing atmosphere back then was to write code to share to help people get the most out of the computer. To quote:

"All of this software was given away free, of course. I don't believe my cohorts and I ever thought about making a penny from it. We were motivated by the fact that our programs made it easier for people like ourselves to use marvelous machines like the 650 more effectively."

It's hard not to miss that attitude with things like periodic legal attempts to build copy protection into computers, sue people based on trivial patents, and attempt to lock folks into one platform.

But more to the point, I think you're right. There needs to be both open and closed source in the market place. Both need to compete with each other and consumers need to decide. My hope is that this will force companies like Microsoft to open up their own software. My fear, which isn't unfounded, is that it'll only end up with Microsoft lobbying for legal restrictions that make open source a practical impossibility.
# January 10, 2005 5:46 PM

Alex said:

Red Hat, SUSE and others, how said other people that commented this, are making to pay for the services, and not for the license.

And I have to add, that this companies give more support, and makes responisbles theirselves, of possible bugs of the system. And Microsoft makes all the opposite, don't makes responsible of any , or loses causes by the system, and for example, it in Sapin is absolutelly illegal. Any business must be responsible of damaged caused to the client of their products.
# January 13, 2005 6:18 AM

Cristian Gutierrez said:

> When I make the statement that "Linux isn't
> Free", I'm referring to the cost of operation,
> licensing, support, etc. I'm also referring to
> linux distributions, and not the kernel, the
> source of which is certainly still available
> free of any charge. I'm not confusing or
> debating the "open source" status of Linux and
> the major Linux distributions

Ok, but you started with:

> Linus Torvalds first announced his operating
> system project to the world. Notice how he
> calls it a "free" OS.

So, unequivocally, you're referring to the "freeness" (as in: "no price") of the kernel. That hasn't changed. Linus was not offering free consulting and support services in his post, so you can't actually compare to current offerings for "enterprise" Linux.

> But many people do confuse this topic. The
> main purpose of my post is to point out that
> just because the distributions are "Open",
> many people still operate under the
> assumption that they are "Free" when it comes
> to licensing and support.

FLOSS 101. Software can be open or not, and can have a price tag or not. I guess "many people" correlates to "uninformed people" in some way or another (and those last ones correlate seriously to "MS customers" in some rather common scenarios, anyway ;-)

> When it comes to Enterprise level support,
> the open source model runs into trouble,
> which is exactly why the major distributions
> can and do charge large licensing fees for
> their support contracts.

What? "the open source model comes into trouble"... and that's because funding is needed? Who said OSS *must* be the result of *unpaid labor*? How does hiring developers to, uh, develop OSS mean that *the model* is in trouble? It's pretty much what the model is about, to transparently develop software for which its source is provided. Who said "at FLOSS camp, we take no money for doing what we do, doing that would be against our model/ideology". Even RMS, who is a believer in "good will" (I guess he hasn't been at an MS execs meeting :) doesn't mind receiving the good ol' buck. Really, I'd like to know how looking for funding of FLOSS development, *within* the boundaries of the model/ideology/what have you, goes against it.

> The bottom line is that the Open Source
> community has a problem admitting that
> Microsoft can be a viable option.

That's true. Not that MS' history is of big help with that, anyway. Trusting all you got to someone who couldn't care less about your options (actually, it cares a lot about you having only one) is a far cry (for a lot of people at least) from being a "viable option".

PS: where's that preview button! (aka: sorry if wrapping sucks :)
# January 18, 2005 1:09 AM
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