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November 02, 2006 | Comments: (0)
Ballmer's new weapon against Linux is...Linux
I was in meetings and flights all day, but when I got off my last flight of the day, there were scads of emails waiting for me on my phone.
"I hope you haven't sold all your Novell stock!"I figured the Red Sea had parted to allow Ron Hovsepian and Steve Ballmer to pass, holding hands and singing kumbayah."We have GOT to talk about this!"
and
"Red Hat is screwed now!"
Nope.
What I learned, once I got to my computer, was that Novell and Microsoft have agreed to do what the market has already been forcing them to do: interoperate and not sue each other. Am I missing something? Oh, yes. "Sales support." I'm not yet sure what that means, but I guarantee it doesn't mean doing anything to promote Linux, as Ballmer said:
"If you want something, I'm still going to tell you [to buy] Windows, Windows, Windows."He has a fiduciary duty to sell Windows, Windows, Windows, and to partner with whatever companies he thinks will help him sell more...Windows and with those that help him kill...Linux. Which camp does Novell fit into? Not sure, but I don't think it's in Novell's shareholder interest to help Microsoft with either goal. This isn't about helping Linux (SUSE Linux or otherwise), but rather about killing the only real threat to Microsoft's dominance in the operating system market:
Red Hat.
On the technical integration, it's fairly focused, as reported by ComputerWorld:
Microsoft and Novell plan to work together on three key areas of technical collaboration: virtualization, Web services management and the Open Document Framework spec. Specifically, the companies will build technology that will allow customers that want to run Windows on top of IT environments that primarily run Linux and vice versa.Sounds rosy...kind of like when Microsoft made BIG NEWS about its truce with Sun. Anyone remember much coming out of that? Me, neither.
The most interesting thing about the news is all that was left unsaid, namely:
- Microsoft clearly does not view Novell as a threat. You don't link up with those that threaten to crush your business, not unless customers are demanding it. Given the relative market shares of Red Hat and Novell, it's a near certainty that if Linux and Windows integration is desirable (and it is, and customers are asking for it), then the most desirable partner for Microsoft (from a customer standpoint) would be Red Hat. Which brings me to...
- Red Hat is clearly doing just fine without Microsoft. People like Rob Enderle are foolishly calling this the end of Red Hat's road. Red Hat is at the top of its game, and has massive market share. Will the Oracle move and Microsoft's buddying up with Novell cause some pain for the company? Sure. But the real news is why Oracle and Microsoft felt the need to act in the first place.
Why did Oracle choose to dump on Red Hat? Because Red Hat is a perceived threat. Why? Because Red Hat is dominating the Linux market. In related fashion, Microsoft is partnering with Novell because it gives them a way to show good faith to customers without actually impacting its business negatively. Does anyone really think Microsoft would do anything to jeopardize its Windows business? Of course not.
So, when you hear Ballmer say this:
"We want those customers who are coming to Windows and Linux to chose the Novell SUSE product line, and we are going to put our marketing behind that."
and you're a would-be customer of Linux, is your decision really going to be driven by what Ballmer wants you to do? Am I the only one that feels his seal of approval for a technology he'd dearly love to kill is clearly disingenuous and designed to support a weaker competitor in the hopes that both Novell and Red Hat will die? - Microsoft wasn't going to sue Novell, anyway. A little remarked, but still true fact is that Novell has long held patents that go to the heart of Microsoft's Office business. Whatever saber rattling Microsoft might do about Linux, it knows that Novell has a great "counter argument." This announcement was little more than public acknowledgment of an uneasy truce. And it's a truce that helps Red Hat as much as it does Novell...
- The patent protection applies to Red Hat, whatever Ballmer might say. Specifically, he said:
"Novell is acting as a proxy for its customers, and only its customers. If they (businesses) want patent peace and interoperability, then they'll have to look to Suse Linux."
Given that most of the code in SUSE Linux is (gasp!) exactly the same as in Red Hat Enterprise Linux, it's hard to see what lawsuit Microsoft could launch against Red Hat (or Ubuntu, or Debian, or....) that wouldn't land on Novell's SUSE Linux, as well. So they won't. It's a clever gimmick, but only that.And if Microsoft tried to restrict its patent protection to SUSE Linux it would run afoul of Section 7 of the GPL, for the reasons above and below...
- The patent protection may violate the GPL on another count. First, as Eben Moglen argues
If you make an agreement which requires you to pay a royalty to anybody for the right to distribute GPL software, you may not distribute it under the GPL. Section 7 of the GPL requires that you have, and pass along to everybody, the right to distribute software freely and without additional permission.
Oops. Guess Novell's and Microsoft's lawyers didn't catch that one.
Clearly, this news will help Novell...for a few months. But every time partners have tried to prop up Novell (like IBM's investment a few years back), the market has voted Red Hat. Steve Ballmer's vote is not going to stem Red Hat's rise.
What would? Well, maybe if Novell would stop hedging its open source bet with "mixed source" and go full throttle. I understand the need to support its legacy products, but if Novell can't wean itself from its legacy, that's all it will ever be. Legacy. The green screen of software companies.
I left Novell precisely because the company refused to play hardball with Red Hat. Its mixed source message sends mixed signals, and has long given Red Hat free rein to woo customers and dominate the market. A Faustian bargain with Microsoft isn't the way to revive Novell's chances. It needs to lead, not follow, and certainly not follow the monopolist it fought for so long.
Novell has been doing great things in the data center, and has a solid and growing cadre of name-brand companies buying into SUSE Linux. This is the message it needs to be trumpeting. It needs to be pushing, not shelving, innovative open source projects like Hula and iFolder. Instead, it keeps retreating into its proprietary, legacy past under the guise of "mixed source" and interoperability.
You can do better than this, Ron. You need to lead the market.
Posted by Matt Asay on November 2, 2006 08:06 PM
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- COMMENTS
Well,
As we predicted. First SCO then Novell was goes down. They try to earn money form tricks. Thats not happen in open source world...
And that Ballmer still does not understand the status.
This is not going to work against us. If you want to beat us, you have to better than us.
Question: Is Microsoft has better software than OSS.
Answer: NO
Thats simple.
We change rules, you still want play old rules fool
Posted by: Delifisek at November 3, 2006 01:24 AMMatt, I hope you did keep your Novell stocks, because they may make up for any of your Red Hat investments! :-)
I agree that Red Hat is the target here because they have been successful. But Red Hat's growth and success has been at the expense of Unix (Solaris, AIX, HP-UX) more than at the expense of Windows.
Re. Section 7 of the GPL:
I wouldn't be surprised if Novell/Microsoft took a page out of the Red Hat book here. Since Novell SLES is a GPL'd product, Novell could choose to provide the same patent protection for everyone, i.e. none. Now, if you purchase Novell SLES SUPPORT contract, then the Novell agreement with Microsoft will ensure that Microsoft does not sue you for patent infringement issues as long as you are a SLES Support customer. Man, talk about lock-in!!
I quickly ran this by a lawyer friend and she said it could be possible. It was a 20 second IM session, so don't bank on it, but I'm sure that the Microsoft & Novell lawyers would have spent some time reviewing the GPL before making the deal ;-)
So, if I'm correct, then there is a way for Microsoft to go after Red Hat customers, or ask Red Hat to license the Microsoft technology. And now, if I'm a customer, I think I'd rather get my patent-coverage indemnification from Oracle for RHEL than from Red Hat (deeper pockets = less worry for me). But then the customer will have to deal with Oracle support I guess.
Either way, this can't be good for Red Hat.
Posted by: Savio Rodrigues at November 3, 2006 06:38 AMUpdate to my previous post:
See CRN Article on the deal. At the very end of the article, Brad Smith, Microsoft's chief legal counsel, says:
"Every customer who purchases a subscription for SUSE Linux Enterprise will get not only service and support from Novell but a patent covenant from Microsoft"
Again, IANAL, but sounds like you have to buy the subscription to get the protection....and I bet you have to keep the subscription current also. Holy lock-in batman!
Posted by: Savio Rodrigues at November 3, 2006 07:04 AMFirst, I think we need to call of the hounds. All of the details of this partnership have not been announced, and all the conspiracy theorists are digging for the hidden truth. Let's look at what we have documented so far. Microsoft has agreed to work with Novell (and vice versa) to provide customers with the ability to choose which platform works best for them. They have committed that they would work together for better interoperability between the two platforms via virtualization and the O.D.F., etc. Then to protect customers that decide to use Linux, Microsoft will not sue Novell customers and again vice versa.
Will MS continue to compete again Linux? The answer is an emphatic Yes, they will. However, they are willing to let the customer decide which is best for them. Now the decision can be made based less on F.U.D., but more on fact. Also, add in the fact that Microsoft will no longer say “Well that's not supported (running on virtualization software).� “Install on hardware and see if you can duplicate the problem.� That is huge.
In the final analysis I think the one that wins in this situation is the customer.
Concerned Novell Employee:
What planet do you live on? Happy Valley, I know, but since when are the hounds out (all the media I've seen on this has been rosy about how Microsoft has turned over a new leaf and loves SUSE Linux) and since when will decisions be based more on fact than FUD? Are you being intentionally naive? Do you really think Microsoft intends this as a way to place nice with Linux? Give me a break.
As I mentioned above, if this were for customers it would be for the huge percentage of the market that uses RHEL, not SLES. Or are you saying that SLES' customers, which represent less than 20% of the Linux market, should matter more than Red Hat's, which are 80%+ of the market? I didn't think so. Because if customers are the winners in this, we'd want to benefit the greatest number of customers, not the few that go with SLES (which, as I've pointed out in some frustration before, is Novell's own doing, and which I'd like to see changed, but Novell continues to screw up by fetishing over its old technology).
Posted by: Matt Asay at November 3, 2006 01:39 PMNovell Employee, it's all very fine to talk as if critics are being irrational. But look, irrational is when you refuse to base future expectations on past events.
OK, so, when was the last time Microsoft entered into a deal with another company and there *wasn't* something sinister going on? For that matter, when was the last time the other company didn't get it in the neck? You should indeed be "concerned"--concerned about what is likely to happen to Novell as a result of getting too close to a black hole.
End result will be one less competitor for RedHat :-)
Posted by: Kari Laine at November 5, 2006 11:25 AMNOW I'M PRETTY SURE, SUSE LINUX WILL HAVE A "START BUTTON"...
Posted by: Merlin Aldous S. Espinoza at November 6, 2006 06:25 AMLets hope the FSF finds that the GPL will be violated - and yank the plug on this big mess.
Posted by: Tony Nichols at November 7, 2006 09:21 AMThis BS that Microsoft and Novell are doing is exactly why my Companies totaling about 500 employees is pushing for a move away from Windows to a solid Linux shop they are currently about 50/50, the goal is to be 100% linux by mid 2009.
These so called huge powers that want to control the software and get rich need to remember one thing. Us the customers control what they do, if we dont like it we dont buy it. Like the Vista push from Microsoft is not going to happen.
I sit on the a state college board for reviewing information technology to be used in the future, with many other local and state business heads, They have all said they will not make the move to Vista and the college is even considering dumping Microsoft as its main OS for its infastructure and moving to a mix to try and handle the costs of the purposed new licensing schema from Microsoft.
RedHat does not write the open source code say for windows file sharing. It is merely included as a convience, they could just simply leave it out.
This would cause them to have to sue an individual person or group of people that developed on their own a way to cuminicate with a Microsoft protcol.
Another long shot, but who knows. What if hardware developers decided to start sueing Microsoft and Linux companies for writing drivers to comunicate on their hardware instead of buying the driver they wrote to work with the hardware on that OS.
Posted by: Jason Christman at December 16, 2006 12:05 PM
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