Microsoft and Open Source

There’s an interesting article in InformationWeek, entitled “Microsoft’s Bill Hilf Reveals Its Open Source Strategy”, interviewing Bill Hilf of Microsoft. He’s described as Microsoft’s “leading light on open source”. It’s mostly about Linux.

http://www.informationweek.com/news/showArticle.jhtml?articleID=203100965

They say he’s involved with Microsoft’s strategy for “dealing with” Linux. That reminds me of John F. Kennedy telling the CIA that they should “deal with” Fidel Castro. And it reminds me of the way Microsoft decided to “deal with” Netscape, when they were competing with its browser — Microsoft’s strategy was to “suck the oxygen out of Netscape”. But that’s just free association on my part! More seriously:

Hilf says “When people buy commercial software, really what they’re buying is a guarantee. You’re buying a guarantee that what you have will perform, and has been tested and there’s someone you can call up, and if things go really bad someone’s liable if something doesn’t work.” Is that so? Look at the end-user license agreement for Windows Server, for example: “LIMITATION ON AND EXCLUSION OF DAMAGES. You can recover from Microsoft and its suppliers only direct damages up to the amount you paid for the software. You cannot recover any other damages, including consequential, lost profits, special, indirect or incidental damages.”

What does a “guarantee” mean? Surely it does not mean “certainty”: plenty of commercial software sometimes performs poorly or has bugs. Does it just mean “there’s someone you can call up?” But that’s true with actively-maintained open source software, too.

Prof. Gerry Sussman of MIT, for whom I have tremendous respect, once tasked me with putting together a plan for a company that would provide open source software that really did come with a legal guarantee. The idea is that the software would be quality-assured really, really well. The goal was to help reassure potential users of open source (or free) software. I wasn’t able to figure out how to make this work, and I’m not sure it would solve the problem it’s intended to solve, but maybe someone else co8uld do better than I could.

The real question is whether the particular open source software in question has higher quality/performance, and whether you get better response time for bugs, than some particular commercial alternative. I don’t think there’s any way to generalize for all open source software. A relatively small number of open source products have a lot of diligent maintainers, and even Q/A people, sometimes paid full-timers; a larger number are written by one person and often abandoned. There’s everything in between. Linux is the most extreme example I know of a very powerful open-source community.

Hilf goes on to say that their big customers have “chosen Linux or Apache or open source in general because of a few simple reasons: either price, or functionality, they want a more modular system or they want something that has a smaller footprint, there are certain needs that they have that are satisfied by that type of software.” Well, those are some pretty good reasons! I’ll add that when I was at BEA, our customers were also interested in the idea that if they needed fast turnaround on a bug, they could attempt to fix it themselves. And when I was at eXcelon, I found that some of the commercial software we bought had woefully inadequate documentation, and I was forced to decompile Java code in order to figure out how the product worked.

There’s another interesting article about Microsoft versus open source: an interview with the authors of a study called “Dynamic Mixed Duopoly: A Model Motivated by Linux vs. Windows”, which has just been accepted for publication in a special issue of “Management Science”.

http://hbswk.hbs.edu/item/4834.html

It’s all based on a simplified formal economic model, assuming that the main benefit of Linux is the shorter development cycle, while Windows’s main advantage is its larger installed base. Under these assumptions, Linux never drives out Windows (they don’t explain why in the interview). But then if you assume governments and large corporations start using Linux because they can audit it for security, and that companies such as IBM support Linux specifically to diminish Microsoft’s dominance, then Windows could get driven out of the market. They add, “This may be one main reason why Microsoft has been providing chunks of Windows’ source code to governments.” The support of IBM et. al. is important because there are tedious portions of the code that would rarely be developed spontaneously by members of the Linux-developer community.

I don’t know how much we can make of a formal model at all, let alone one with such simplified assumptions, as having actual predictive value, but it’s the only thing I’ve seen like this so I thought it was worth looking at.

Their outlook on why developers are motivated to contribute to open source projects in the first place is: “First, some developers see software as scientific knowledge to be shared ‘like the sharing of recipes among cooks.’ In fact, some describe software developers more like artists seeking fun, challenge, and beauty in their work than like calculative, square-minded engineers. Second, some individuals find it fun to go against Microsoft. As the OSS/free software movement gains momentum and developers foresee that victory is within reach, they increase their effort to accomplish this. Third, because most OSS projects have a log file listing all contributors to the code, some developers find it desirable to participate in OSS projects to signal their ability and to enhance their chances of promotion and professional advancement. Finally, user-developers sometimes fix bugs that they find and then release the improved code so that everybody can benefit.” I’d add that some are paid to develop open source software.

Among their list of things Microsoft could do, the juicer ones are: Let governments access the source code. Give binary away free to organizations and individuals who are not willing to spend money on Windows but would be willing to use Linux (this is like what the airline industry calls “revenue management”: charge less to people who can afford less, using various tricky means to identify these people). Make it as hard as possible for Windows applications, and MS Office documents, to work on Linux. “Promote” Linux’s code forking. And finally. “Infuse fear, uncertainty, and doubt into the Linux user community. For this to work, the statements must be perceived as credible. Credibility requires some past FUD announcements to be realized.”

Can you imagine Microsoft infiltrating open source communities with agents provocateurs whose job would be to foment forks? The main deterrent I can see would be bad publicity if they were caught; but Microsoft doing questionable things is hardly news.

Meanwhile, Microsoft continues to maintain that Linux infringes on 235 of their patents, but apparently won’t say which ones! Could they be bluffing? (Citation: http://www.informationweek.com/news/showArticle.jhtml?articleID=199602086) It reminds me of Joe McCarthy’s claim of having a list of 205 communists in the State Department. (It was a bogus claim, but the specific number gave it credibility.) Could Microsoft convince companies that they need to pay Microsort royalties on Linux? Apparently Wal-Mart has paid up. Would Microsoft tie up Red Hat in lawsuits, until they are overwhelmed by legal expenses? Would IBM come to their rescue?

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9 Responses to “Microsoft and Open Source”

  1. Jeremy Says:

    It’s a little bit tangential, but I’m presently fascinated by dual-license (or N-license) products such as MySQL and Qt. Having a single commercial vendor lets people get as much of a “guarantee” as possible. Having the code out there in open form gives you the opportunity for community-wide audit. It also lets the vendor relax about source licenses — the source is already out there for the non-paying customers, so you might as well give it to the paying customers. This, in turn, lets the paying customers fix bugs in-house that the vendor might not be able to get around to right away. (Lack of source, plus bad service, is why I hope never to use Oracle again. Source, plus decent service, is why I’ll pay TrollTech again in a heartbeat next time I need a cross-platform GUI library.)

  2. newsham Says:

    Here’s another reason people support open source software — People do not spend their entire career at one company. Developers often want to ensure continued access to their work, and the ability to continue to improve upon software they’ve written commercially.

  3. Thomas Lord Says:

    Some new stack will come along that, basically, makes linux and windows irrelevant.

    -t

  4. localhost Says:

    “Some new stack will come along that, basically, makes linux and windows irrelevant.”

    Do you know if they’ve set a date yet?

  5. Andreas Davour Says:

    Dan,

    I think your last paragraph have summed up pretty well why people work on Free/Open software, at least myself and others. There are just so much about Microsoft’s business practices that spell out to “behave like a jerk”. If you like people around you to be decent towards each other you will tend to oppose Microsoft.

    It doesn’t explain if the development model is “better” in any way, and I frankly don’t care.

  6. dispatches from TJICistan » Blog Archive » busted Says:

    [...] http://dlweinreb.wordpress.com/2007/11/1…; [...]

  7. TJIC Says:

    this is like what the airline industry calls “revenue management”: charge less to people who can afford less, using various tricky means to identify these people)

    More generally, the term economists use is price discrimination.

    My favorite example of this was from ~ 10 years back. I was in Cambridge at a computer store, looking to buy a Zip drive. There were two pallets of boxes: one with the standard full-color printing, and a price tag of (let’s say) $100, and another with just black-and-white box art (identical to the first box art), and a price tag of $79, and a sticker on each box that said “may contain reconditioned parts”. I thought about this for a second, and realized that this new model Zip drive hadn’t been out long enough for units to be returned and reconditioned…this was clearly a price discrimination play. So I bought the black and white box, and never had a problem with the unit.

  8. Robert Goldman Says:

    One additional reason for contributing to open source: it can just be fun. I write software commercially, and i still find that contributing to open source can be fulfilling for a couple of fun reasons: First, I can either fix a bug or add a small feature with a very short turn-around. Getting something out to users in the kind of research-based software I write is very, very difficult, uncertain and slow. But if I contribute a few lines of code to someone’s Open Source Common Lisp library (or build a small algorithm library), it can be out there in hours, and actually used. Second, related to newsham’s point, I have found that a lot of the closed-source software I wrote, even some of the good closed-source software, just went onto a tape somewhere and got stuffed into a drawer, never to be seen again. That’s not very fulfilling. Authors like their books to be read; coders want their software run, and even read.

  9. rhyre Says:

    OK, I read the the interview (at http://hbswk.hbs.edu/item/4834.html, while the paper is
    at this URL: http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID439340_code030903590.pdf?abstractid=439340&mirid=1

    I’d be much happier to see a Forrester-style system dynamics model, with initial conditions set based on market shares. To be complete, it would have to compare Linux, *BSD, and Windows (Vista, ME, 2000, XP, etc).

    A good model will have predictive value, and can be back-tested. It’s going to be challenging to model how media inputs and the web have changed things. The market failure of Vista is an interesting study in itself.

    My personal experience is that only about 5-10% of people will switch to an Open Source stack, unless it comes with the computer that way. Amazingly, this occurs even in the face of the Microsoft tax, Microsoft security tax, etc. My brother in law spends $200/year on security updates for two systems. My sister and I spend closer to zero, because we runs MacOS and Linux.