SCO, Novell: Grokking Where Credit is Due

The verdict is in: Novell owns Unix copyrights, not The SCO Group.

By Brian Proffitt  14 comments

...And about 12:30 MDT Tuesday, it was over. The great SCO debacle, which spanned a large portion of the first decade of the 21st Century, ended when a US District Court jury decided in favor of Novell in the case of SCO v. Novell.

The key decision, of course, was whether The SCO Group actually owned the copyrights to Unix--a claim they tried to use to their advantage by claiming that anyone who worked on or even used Linux would need to cough up some dough.

First they sued IBM for violating trade agreements, then later copyright violation. Then the Utah-based company, former producers of Caldera Linux and SCO Unix, decided to go into the litigation business, setting up a licensing division called SCOsource to "[introduce] the SCO Intellectual Property License Program to make binary run time licenses for SCO's intellectual property available to end users. The license gives end users the right to use SCO intellectual property contained in Linux, in binary format only. End users who purchase this license will be covered for their use of SCO's intellectual property in binary format in Linux distributions on the licensed system. The license applies to all commercial users of Linux."

In other words, if you use Linux, pay us.

Surprisingly (well, not really), some companies actually purchased licenses from SCOsource. Remember them? Sun Microsystems and Microsoft were two of the more prominent licensees. Glad that worked out so well for them.

When the rest of the planet laughed at SCOsource, they started suing other companies, notably AutoZone and DaimlerChrysler. Red Hat jumped in with a preemptive strike of its own, but all the lawsuits came to a screeching halt when Novell raised its metaphorical hand and said something to SCO along the lines of:

"Er, guys? We never sold you the Unix copyrights."

That was in 2003.

Today's unanimous jury decision invalidated SCO's claim to the Unix copyrights, so pretty much every one of these other cases will get tossed out, except for the countersuits SCO's targets launched. I have a sneaking suspicion that a whole slew of new lawsuits could come out of the woodwork, particularly from those suckers customers who actually bought a license from SCOsource.

Or maybe they'll be too embarrassed to try.

SCO, ever the optimists, have indicated through their lawyers they may continue the IBM lawsuit based on some alleged contract violations, so they're still twitching. But, as nearly every observer of this case's conclusion has pointed out, there is no longer any danger SCO can pose to Linux.

I have to wonder though, how things might have worked out if things has gone SCO's way.

Remember, when this all started in 2003, Linux as a commercial venture was still (endlessly) classified as "upstart" at best. There were a lot of players in the Linux sector, but with the exception of IBM and perhaps Red Hat, there wasn't a really strong player in the market at the time.

In fact, in an effort to square off against the growing power of Red Hat, SUSE Linux, Turbolinux, Conectiva, and Caldera Systems formed a consortium to create the common distribution known as United Linux to an effort to attract independent software vendors.

Caldera Systems, you may recall, would soon change its name to The SCO Group.

Whoops.

Looking at this environment, the executives at SCO must have concluded that the Linux community was too diverse to meet a calculated litigious assault via licensing programs and legal action. Only IBM, which had a couple years later invested billions in Linux development, stood to become a problem, and SCO demonstrated pure chutzpah going after them first. After all, if this David could make a serious run at Big Blue Goliath, then what chance would other Linux vendors and users have?

I have a theory about how things were expected to go. Given the presumption they owned the Unix copyrights and had convinced several analysts and industry observers that there was Unix code in Linux, SCO expected they would have to launch just a handful of lawsuits before one of two things happened: the rest of the Linux community rolled over and bought the licenses (making SCOsource lots of money) or customers abandoned Linux (opening up a big opportunity for SCO Unix sales). Either way, SCO was poised to win, and win big.

I think, had events gone in that direction, they could have done a nice, quiet deal with Novell when they would eventually come forward about the ownership of Unix copyrights. After all, in early 2003 Novell hadn't bought SUSE Linux GmBH yet--Novell was just starting to publicly move towards Linux. I am 99 percent sure that at some point SCO must have tried to cut a closed-door deal with Novell that would have cut Novell in on a piece of the licensing action and made both companies a bunch of money.

But two things happened to diffuse this hypothetical chain of events: Novell itself, which surely was already planning to expand its business with the acquisitions of Ximian and SUSE Linux, decided to take the high road and publicly challenge SCO's claims instead of going along with SCO's plan. (Again, it's my speculation that they were even invited, but given the potentially billions of dollars at stake, I have trouble believing that SCO wouldn't privately try to hedge their bets just in case Novell had a valid claim.)

The next thing that ruined SCO's plans? Groklaw.

Had things stayed in the boardrooms and courthouses, I do believe that the outcome of all of these cases might have turned out differently. Facts would have stayed buried. Companies might have been tempted to settle. The sheer arrogance of SCO might have been hidden behind friendly sounding press releases.

That, I'm sure, is the way SCO wanted it to happen. And again, looking at the Linux community in 2003, that's what very likely could have happened. Remember, there was no central Linux organization to respond to this sort of thing. SCO would have quietly maneuvered its way through all of these lawsuits, even the claims made by Novell, and they may have had a better chance.

But Pamela Jones and the community she built at Groklaw was the Linux response. Writing tirelessly alone at first, then gaining incredible volunteer support and contributions, Jones was able to build an incredible repository of information surrounding all of the cases involving SCO. Now, when claims were made, their veracity would be publicly examined and then confirmed or denied.

I have to admit, I am not always in agreement with Jones. I have an old-school journalist's sense of fair play that would get rankled sometimes at the energy Jones and the Groklaw community would throw against SCO, even if I personally believed SCO deserved it. However, I have always felt free to discuss differences in opinion with Jones, and I believe she would say the same.

I write this because she's about to disagree with me again. She will very likely send me an e-mail saying that it was a team effort that made Groklaw what it is today.

Pamela, with great admiration, I say "shush."

Yes, Groklaw is a team effort, but every great team has a great coach. The efforts you have devoted to Groklaw have been staggering--physically, mentally, emotionally. Today Groklaw is more than a mere "SCO watcher"--it is one of the best legal watchdog sites in the world, with expanded coverage of all legal challenges to Linux, free software, and open source software.

I would to extend public congratulations from myself and (I suspect) quite a few members of the Linux and open source community for a job well done. You, your site, and the community that surrounds Groklaw demonstrates what it truly great about open source: that the positive collaboration of ideas and skills will always lead to something greater than its makers ever intended.

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Brian Proffitt is a veteran Linux and open source journalist/analyst with experience in a variety of technologies, including cloud, virtualization, and consumer devices.

14 comments

    Anonymous 1 year ago
    In any event, there is always one person who is the right person at the right time with the right idea. As sgtrock said, we all owe PJ more than we could ever repay.Thank you
    Anonymous 1 year ago
    Assuming SCO had been granted the copyrights (and as of this writing they've _still_ a motion in front of the judge to grant them the copyrights in spite of the jury verdict) it's questionable how far they'd have gotten in their litigation business.They would have 3 major problems going forward.1) Copyright protects source code, not ideas. Linux is written from scratch so there's not likely to be any Unix source code in it, aside from the standard Posix declarations and the like which are not subject to copyright because, essentially, there is only one way to express these ideas. If there, somehow, was such code the Linux community would remove it and write new code.2) The "BSD case". This suit effectively put much of the original Unix code into the public domain. The documents that prove this were hidden for years, but were flushed out in the course of SCOs litigation -- and of course are now archived on groklaw.3) The GPL. Because SCO/Caldera distributed Linux under the GPL any Unix source code that was included automatically was covered under the GPL and so anyone is free to distribute and use such code. This pretty much eliminates any possibility of anybody suing someone for Unix in Linux. It's almost too bad the SCO lost because it'd sure be interesting to see IBMs lawyers prove this an effective defense and have the argument be established in case law in a prominent case.
    Anonymous 1 year ago
    Thanks is nice, but donations pay the bills ;-)
    Anonymous 1 year ago
    In one of her very early posts, she talked briefly about how Groklaw came to be. It started out essentially as a side project to learn about blogging on the behalf of a lawyer she was working for as a paralegal. She picked the SCO/IBM case to write about because it struck her as an interesting case that happened to impact on one of her private interests; FOSS software in general and Linux in particular.Shortly after she started writing and almost out of idle curiosity, she checked the stats and discovered that she had somehow picked up 10,000 readers almost overnight. She described how stunned and overwhelmed she felt when she grasped for the first time just how many people shared her interest and found her little blog so compelling and so useful. She almost shut it down right then and there because she didn't feel deserving of the admiration of all of us. Fortunately for IBM, Red Hat, Novell, and Linux users worldwide, she decided to soldier on. Her dedication, incredible attention to detail, clear analysis, and open minded attitude have served all of us.PJ, we all owe you more than we could ever repay. Thank you.
    Anonymous 1 year ago
    Wow, can't believe I didn't know about Groklaw till now. I've followed SCO vs. Novell for years though not as closely as some of you here. I was repulsed by what SCO was trying to do.Thanks for ending my ignorance and a big thanks to Pamela and Groklaw for helping. I know who you are now!
    Anonymous 1 year ago
    The court documents brought a fact that many, including myself, thought about Maureen O'Gara and her "reporting" ... that she was a SCO sycophant. Why would a journalist abandon journalistic standards and integrity, and deliberately agree to plant malicious and fictitious stories about PJ? Or, to constantly spin SCO PR releases and "news" stories (many of which we now know were planted) against Linux and FOSS.We can surmise that the answer is money. The question then is "How much?"
    Anonymous 1 year ago
    I have to fully agree that Pamela Jones did an outstanding job and my full respect. I fully feel that if she hadn't brought a lot of the facts to light, the result may have been much different.She tackled a monumental task and I thank her for it.
    Anonymous 1 year ago
    Linus trademarked Linux, didn't patent it. The difference is something I learned on Groklaw.
    Anonymous 1 year ago
    "The key decision, of course, was whether The SCO Group actually owned the copyrights to Unix--a claim they tried to use to their advantage by claiming that anyone who worked on or even used Linux would need to cough up some dough."At the end of the day, or at the end of the SCO case, one thing I still fail to understand is about how many entities can claim to have rights over Linux. SCO did, because she claimed she had Unix copyrights. M$ does, because she says it infringes their IP. Linus does, because he patented Linux.SCO is done. And M$, how can one make them to get done to ?
    Anonymous 1 year ago
    Hi Brian,I believe that PJ made every effort to be a fair journalist. If you go back and look you can see time and again where she had invited the Scofolk to state their case... I would say that she had done an incredible job of being fair when that side seemed to be favored in every way(maybe the Hatch's had something to do with that). You can also see it when she asks commenters to be respectful and polite... I myself have added comments and have to had to restrain as I am not so fair a person and would rather have just lynched them. ;-)She deserves more than that comment from you!
    Anonymous 1 year ago
    One more, and what I think might be an even more like impetus for filing the now infamous billion dollar lawsuit against IBM was to simply prod Big Blue into purchasing Caldera/TSG lock, stock and barrel. Landing Darl and company the old "take the money and run" package.Congratulations to PJ is an understatement in my book. Along with what she accomplished in/for the community, she's also prompted quite a few young techies out there into the legal profession. She's taught many that our judicial system is understandable, approachable and not so intimidating. I have always seen her as much a teacher as a journalist, and her humility after all she's accomplished is an inspiration.
    Anonymous 1 year ago
    "...that at some point SCO must have tried to cut a closed-door deal with Novell that would have cut Novell in on a piece of the licensing action and made both companies a bunch of money..."Yep, they did. That's one of the docs you cand find on Groklaw...
    Anonymous 1 year ago
    Yes! PJ does deserve a LOT of credit for the work she has done.One thing I think you might have missed about how this might have played out, is that the SCOflaws are greedy bastards. You note that they might have (possibly did?) approach Novell in 2003 with a win-win scheme to shakedown the Linux market. One problem, SCO owed Novell a WHACK-O-MONEY and refused to pay or account. That's really the way to win respect from your potential partner (otherwise described as a 'footgun' move). It could never have worked out that way once Darl McBride got involved.
    Anonymous 1 year ago
    As an avid reader of Groklaw.net, I wish to extend my appreciation of your recognition to a truly great JOURNALIST, Pamela Jones. Her constant reminder of what Groklaw.net represents is what makes it so credible. Thank you

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