[Fwd: [DISCUSS] Leaked M$ Memo]

Duaine Hechler dahechler@mlc.net
Fri, 08 Nov 2002 16:39:40 -0600



This is an interesting article from Info-World today. The memo itself is on
opensource.org


Open source gloats over leaked Microsoft memo

By Gretel Johnston
November 7, 2002 12:36 pm PT

 OPEN SOURCE SOFTWARE advocates have concluded that a leaked Microsoft
memorandum detailing a survey it conducted of IT professionals on their
views of open source software shows that Microsoft's public relations
tactics on open source are failing and, to win out against the software
giant, open source software advocates just have to "stay the course."

The memo was posted this week at opensource.org, a Web site run by the Open
Source Initiative (OSI) as the fourth internal Microsoft memo dealing with
the company's strategy toward open source that OSI has released at its Web
site since October 1998, said Eric Raymond, president of OSI, whose mission
is to educate the public about open source software.

"The overall tone of the memorandum is very defensive," Raymond said in
advising open source advocates on his conclusions to the survey. It's "not
quite panicky, but the researchers are not able to name any argument with
the open source community that their own figures show them to be winning. In
fact, their figures indicate that we are winning. It looks like all we have
to do is stay the course."

In an interview Thursday, Raymond said the memo was given to him by a
source, but he declined to provide any further description of the source. He
said he was satisfied that the document is genuine. Microsoft spokesman Jon
Murchison declined to comment on the memo, citing company policy not to
comment on leaked or speculative reports.

The memo describes the results of a telephone survey of developers; system,
network and database administrators; and business executives who make
decisions on IT spending. The project was developed to provide a greater
understanding of how key "audiences" perceive open source, Linux, shared
source and general public licenses, and which messages will be effective
with each audience, an executive summary of the memo said. The survey was
conducted in the U.S., Brazil, France, Germany, Sweden and Japan.

The researchers who conducted the survey found that familiarity and
favorability for open source software (OSS) and Linux was high across
geographies and audiences. They also found that respondents cited open
source software's "low total cost of ownership" (TCO) as one of the best
reasons to support OSS, but because it is an "alternative to Microsoft" was
second. Forty percent of all respondents felt that a low TCO was the best
reason to support OSS and one-third of all respondents cited "an alternative
to Microsoft" as one of the best reasons to support OSS.

"I saw a lot of admission that (Microsoft's) PR tactics haven't been
working," Raymond said.

Among the OSI's other conclusions are that the messages and tactics the open
source community has developed over the last five years are working well,
according to Raymond.

OSI's messages about security, total cost of ownership and competitive
impact "have achieved deep penetration in Microsoft's survey population,"
Raymond wrote in his advice to open source advocates.

OSI also believes the survey shows that Microsoft's "fear, uncertainty and
doubt" attacks on open source have not only failed, but backfired, and the
open source community needs to "keep Microsoft's feet to the fire" on the
TCO issue.

"Their figures indicate that we're winning that battle," Raymond wrote.
"Microsoft will attempt to reverse this with all the money and marketing
clout it can muster. One effective counter would be to point out the time
and money overhead of keeping track of all your Microsoft licenses --
forever -- lest Microsoft send its jackbooted BSA (Business Software
Alliance) thugs to shake you down."

The survey signals that Microsoft is likely to go back on the offensive in
two ways, Raymond said. First, he expects that Microsoft will work harder to
try to win the TCO argument.

"That one doesn't worry me," he said. "We're going to enjoy cleaning their
clocks" on TCO.

But the second potential offensive, according to Raymond, is greater. It
involves concern that Microsoft will go on a "patent-lawsuit rampage,"
especially since a U.S. District Court judge last week ruled in favor of
Microsoft and a settlement of the government's antitrust lawsuit against the
company.

"They are going to come after us foot, horse and marine with lawsuits that
will make open source illegal based on patent infringement," Raymond said.
"That really does worry me; it's a feasible strategy."

The U.S. Patent and Trademark Office has issued what Raymond described as
numerous "junk software patents," and he said Microsoft owns thousands of
them. If the company sues to protect them it could send fear throughout the
pool of potential open source users, Raymond said.

Asked about OSI's concern about patent infringement lawsuits, Murchison said
Microsoft's viewpoint is that the company greatly values intellectual
property and believes in fair use and the right to return on investment.



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