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October 7, 2008 6:00 AM PDT

Has open source won--or has it lost?

Posted by Gordon Haff
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Assessing the open-source scorecard is complicated. A complete "state of open source" would fill many pages. But here are a few things that have struck me over the past year or two.

Large swaths of open source have become mainstream--to the point of invisibility. Jay Lyman summed this up well in the context of the last LinuxWorld. We've also seen large vendors, such as Hewlett-Packard and IBM, generally de-emphasizing Linux and open source as businesses in their own right.

Just to be clear, invisible is absolutely not the same thing as irrelevant. However, some open-source fans who feel the need to ally themselves with a highly visible movement taking on "the enemy" find this shift troubling. (See, for example, "Mike's" comment to the aforementioned blog post.)

Pure-play open source as a standalone business has largely proven to be marginal. There are many successful companies that leverage open source in various ways. But it's the cross-selling of other things--systems, proprietary software, and services, in the case of system vendors, or advertising, in the case of Google--that brings in most of the revenue.

Basic pay-for-support models tend to have low conversion rates and haven't mostly been big moneymakers. (Essentially a form of "FREE 3," to use Chris Anderson's terminology.) I discussed this point earlier in "Does Open Source Have More Value Within a Larger Vendor?"

The Linux desktop remains a niche. There was a time when the desktop looked to be the next great frontier for Linux. That hasn't happened. Ironically, Apple Macs, which are arguably even less open than Windows PC, have been the big desktop winners over the past few years--not Linux.

The record for open source more broadly on the desktop is mixed. The Firefox Web browser has been the poster child for open-source client success. But other projects, such as OpenOffice.org, have been better at pressuring proprietary software vendors on various fronts (standards, pricing) than at emerging as big winners in their own right. And, today, the action has moved far more toward mobile clients (where Linux is starting to have some degree of uptake) and in software running "in the network" than in the traditional "fat desktop" client operating system.

Which brings us to the next point. There's a tension between cloud computing and open source. I cover that tension in much more detail in "The Cloud vs. Open Source" but essentially, most of the open-source licenses that were written to require that modifications and enhancements to open-source software be contributed back to the commons don't apply when software is distributed only in the form of network services, rather than directly in the form of the software bits themselves.

More broadly, as the Free Software Foundation's Richard Stallman has been lately complaining, the very idea of the cloud can be seen as conflicting with "Software Freedom" principles, to which open source was a means and not an end.

Yet for all those points that are either in the debit column or that some would place there, it's hard for me to see how open source could be considered as anything other than a great success. As a model for how software is developed and how people collaborate, open source has utterly transformed IT.

Even when open source hasn't displaced proprietary alternatives, it's helped make things like open beta testing and trial versions commonplace--ubiquitous, even. When was the last time you, as a consumer, bought a software program without giving it a spin first? For me, it's been a long time. Yet buy-before-try used to be the norm.

That open source has fully inserted itself into the mainstream as a result strikes me as a feature, not a bug.

Gordon Haff is a Principal IT Advisor with Illuminata, Inc. and has over 20 years of IT industry experience. He blogs about what's happening with enterprise servers and datacenters, "Yotta-scale" computing, and related software and device trends as part of the CNET Blog Network. Disclosure.
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Add a Comment (Log in or register) 32 comments
by Ed Lin October 7, 2008 6:14 AM PDT
How are Macs less open than Windows? OS X is partially open source (Darwin, BSD, and various open source Unix tools.) Yes, it has iTunes DRM. Windows has Windows Media DRM, which is more restrictive, just less popular - that's all. iPods are pretty closed, but are we talking about iPods?
Reply to this comment
by freemarket--2008 October 7, 2008 6:35 AM PDT
Most likely, he is referring to the fact that you can only run OS X on Apple hardware.
by D3vildog699 October 7, 2008 6:47 AM PDT
Not only can you only run Apple software on Apple Hardware (without hacking, and loosing warranty or support), but you just can do as mush with the registry or any real part of the desktop (new themes, Change heading fonts/ colors) there are hundreds of tiny things i can do on my Windows machine that make me in control of my machine. Not to mention the fact that i can run what ever hardware i like in my machine and i can filter out any junk that i don't want.

Macs are nice, if your Grandma and Grandpa, or a kid in elementary school... Or in general if you just don't want to do any serious computer work or gaming. Most people that i know have a mac cause they want to surf the web, and listen to itunes without any serious problems and UNIX core can provide that security (not to mention the low market share in the PC world, yes it IS a factor). I have nothing truly against their hardware (save the iphone), i just hate the company for turning people into sheep that get mad whenever someone says something bad about them.

Truth time, Macs are no more "Revolutionary" than any home built PC, and not everyone likes them.

I happen to work for Apple, and the motto at my building is not "it just works" i'll tell you that much. my mac has crashed more times than my PC since i have worked there this year than my 4 year old XP laptop.

DRM is a whole separate topic...
by eBob1 October 7, 2008 6:50 AM PDT
Looks like we got ourselves a Mac fanboi! OS X is most definitely less open than Windows. The fact that it can only run on Apple hardware is only one example of how closed OS X is. Even when someone manages to get OS X to run on other hardware, Apple's crack legal team comes down on them like a ton of bricks. On top of that, OS X can only run its own applications and third-party software is almost non-existent when compared to Windows.
by Renegade Knight October 7, 2008 7:12 AM PDT
I can run windows on my mac. I can't (legally) run OS X on my PC. That makes the case right there.
by Penguinisto October 7, 2008 6:44 AM PDT
@Ed: Aqua (OSX' GUI) is closed, unlike Xorg/Compiz.

@ the author: Yep - Open Source has achieved its goals admirably - to introduce open and free (as in speech) software into the world as a norm... a far cry from the days when most commercial software was locked-down tight, and anyone who dared plumb its inner depths were considered criminals, no?

The desktop is a commodity nowadays. Once I had belted out the battle cry of "Linux on the desktop!", but honestly, desktops are no longer the end-all and be-all of tech, and focusing on just the desktop is begging for irrelevancy. Linux instead managed to forge its power in all the exciting areas (pop open a VMWare ESX console sometime... look familiar? :) ) In the server room, Linux has separated the Men from the Boys - if you don't know (and can prove your skills in) Linux, you've cut yourself off from a lot of very well-paying jobs. You can no longer be considered a well-rounded sysadmin unless you have the skills in Linux as well as Cisco IOS... anyone can be a Windows admin.

FOSS as a standalone business model requires intelligence and creativity - something not all corps are able or willing to do. OTOH, they don't need to and still have Open Source as its heart and soul - especially outside of tech.

...and that's the biggest beauty of it all. :)

/P
Reply to this comment
by Seaspray0 October 8, 2008 10:45 AM PDT
Face it, penguinisto. Linux is dying. Server rooms like yours are becoming more and more isolated in the real world. To be honest, I would love to know what you know about linux but I'm not seeing the need. The last time I saw a company using a linux server was years ago. I know they're out there somewhere but they're becomming harder to find. Telling us how great linux is is now equivalent to trying to convince us of buying HDDVD players. I respect linux as an OS and what it can do, but when market share can't even break 1% after 15 YEARS don't expect me to jump on the bandwagon. ESX VMWare? Yea, that's some good stuff. But even there, it's no more than an appliance to run other OS's. My favorite distro: Ubuntu. I like it better than OSX, but I still don't see it sweeping the desktops. It's not that linux isn't good, its because companies who deal with open source are dealing with a product they can't "sell". They can only give it away. Had linux not been open source, I would suggest to you it would have made a much bigger impact today.
by Penguinisto October 8, 2008 4:54 PM PDT
Dying? ROTFLMAO!

"Server rooms like yours are becoming more and more isolated in the real world. "

Google, the NYSE, and Intel all say that you're full of it. Shall I continue?

"The last time I saw a company using a linux server was years ago."

Go check Monster, Dice, or any large jobs board... they all say you're full of it.

"Had linux not been open source, I would suggest to you it would have made a much bigger impact today."

You mean like AIX or HP-UX did? *snicker*

;)

/P
by csUser October 7, 2008 6:48 AM PDT
And the iPhone. Don't forget that. And plus - a more restrictive DRM that's less popular = less restrictive, right? If less people use it, it restricts less people, and hence restricts less overall.
Reply to this comment
by D3vildog699 October 7, 2008 6:49 AM PDT
*"just can't do as much" my bad guys
Reply to this comment
by Walt Connery October 7, 2008 7:12 AM PDT
Who cares whether open source or private source commercial software wins? I say, may the best software always win.
Reply to this comment
by ArtInvent October 7, 2008 7:27 AM PDT
@ Ed Lin: Macs are far less open that an MS based system, or really any other system. Biggest reason: you can only put Mac OS on Mac hardware. Mac doesn't license, period. So that means that about 95% of the hardware out there can't be used with it. Sound open to you?

Yes, Mac OS uses a bit of open source unix parts in key areas of its core. But it does so using clever license allowances that contributes precious little back to those projects. Mac OS is not an open source system by any stretch of the imagination.

iPods are an integral part of the Mac system, so yes, they count. You can't play Windows Media on an iPod, because Apple won't allow it. MS licenses it's codecs and DRM to anyone who wants them. Many competitive MP3 players can play WM media, but not media from the iTunes store, because Apple won't allow it.

The iPhone is another great example, and of course, it's a platform in it's own right. Only one phone model, only Apple manufactured. No licensing to other manufs. Every app for the iPhone is vetted and approved by Apple. Then add in their notoriously restrictive SDK. If you want to put Windows Mobile on your phone, or make an app for a Windows Mobile phone, you just do it. And, of course, that's what Android is all about. Apple, once again, most closed and restrictive by far, far and away.

MS is not open as in open source. But it's open as in it will license it's tech to all comers. This is the biggest difference it's always had with Apple, and thus is probably the biggest reason that MS, even with consistently inferior technology, has always had the lion's share of the market.
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by teh_chrizzle October 7, 2008 7:53 AM PDT
re: the cloud

it's true that if your offering is software as a service, then you may not be required to give your changes back under the current iterations of the GPL, but on the flipside, computing clouds and virtualization practically make Free as in Freedom licensing a requirement since using multiple instances on demand (ala amazon EC2) or running multiple snapshots to provide redundancy or in a disaster recovery scenario will violate most closed source per cpu licensing agreements.

google wouldn't be able to afford it's 400,000 or more servers if it had to pay licensing on each one. nor could most webhosts or web2.0 providers. linux on the desktop isn't that big of a deal, but the gains that firefox has made really says something about open source software.
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by ghaff October 7, 2008 7:59 AM PDT
Right. In part for the reasons you cite, we're seeing a lot of open source used in the "cloud." The issue that some people have is that most open source licenses don't require that changes made to that code running in the cloud be made public--which could hurt the advance of open source moving forward. I'm not particularly concerned because open source has proven so successful as a development model that I'm not convinced the copyleft "stick" is especially needed. But some are concerned about the cloud for this and other reasons.
by quux October 7, 2008 8:57 AM PDT
This little quoted snippet really says most of it: "open source was a means and not an end."

Idealism is a nice thing, I suppose, but at the end of the day, most people will prioritize functionality above idealism. Where OSS grants functionality and cost advantages, it wins. Where it doesn't, idealism may be a decider, but likely there will be functional concerns which trump idealistic ones. That's not a pugilistic statement; it's just an acknowledgement of reality. We build computing systems to get work done; not to feed our egos.
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by NotParker October 7, 2008 10:14 AM PDT
"Yet buy-before-try used to be the norm."

Nonsense.

Shareware pioneered the try-before-buy model. The "open source" movement claimed they invented it.

I used to visits "Stroud's Consumate Winsock Apps" site every day to see which new software was available to try.
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by Penguinisto October 7, 2008 12:01 PM PDT
You do know that the gcc compiler (released under the GNU GPL license, which preceded it) were released in the extreme early 1980's, right? This was long before a 'winsock' even existed. ;)

If you want the history of Open Source, you have to crawl back far, far further than autumn of 1991 (when Linux was first released).
by ghaff October 7, 2008 3:09 PM PDT
Actually I know a little bit about shareware as I was a shareware author in the DOS era. (Directory Freedom for anyone who was around then.) :-) But I wouldn't call shareware the "norm." Indeed that was one of the reasons that shareware was so interesting to a lot of people--that regular retail software DIDN'T let you try before you bought. (Today, I'd argue that shareware doesn't really exist any longer for a couple of reasons: most software lets you trial and the Internet etc. have largely broken down the distinction between "regular" software companies and a guy or two in a garage.
by Penguinisto October 7, 2008 11:55 AM PDT
@ArtInvent: Err, wrong. Darwin (OSX' core) can run on more hardware than Windows can. And to be fair, Apple contributes more to Open Source projects (in general, and specifically) than MSFT would ever want to.

While you cannot play .wma files on an iPod, you conversely cannot play iPod audio files on a Zune - so that's a wash. (and claiming that a device cannot play someone else's proprietary file is kinda stupid anyway).

By the way - licensing abilities does not mean "open" by any stretch of the imagination. Quite the opposite, in fact.

/P
Reply to this comment
by DrtyDogg October 8, 2008 3:26 AM PDT
"While you cannot play .wma files on an iPod, you conversely cannot play iPod audio files on a Zune - so that's a wash. " Not exactly a wash when if Apple would allow it you could play .wma files on an iPod, and Apple doesn't allow the Zune to play "fairPlay"
by Penguinisto October 8, 2008 6:58 AM PDT
Not exactly - MSFT demands coin for the privilege. That's not open, which is the point. DRM by its nature is closed.
by daftkey October 7, 2008 6:59 PM PDT
It's interesting that you mention Google - I'd argue that very little of their revenue comes from anything that is Open Source - by far the biggest ad drivers are still customers of Google's search service, which is based on technology which is very decidedly proprietary, and would immediately lose most of its value to Google if it ever became open.

Jay Lyman's column linked near the top ("mainstream to the point of invisibility") does underscore one major benchmark that all Open Source projects should aspire to - the ability to remove "free/Open Source" from its list of features, and still be able to compete with proprietary offerings. Some open source projects have succeeded in this quite well: Eclipse, Firefox (though, for the latter they pretty much had to - they were already competing with free). Arguably, I'd say many (if not most, especially in the case of Firefox) of the users of these two products really don't care much about how open the codebase is - they just want the product to work.

Many Open Source products that are considered successes can't get past this - you mention the most famous one - OpenOffice. I would argue that The Gimp would easily fall into this latter category as well. The main selling point for these two products is still the license, not the product itself.

I argue as far as to say that the Cloud may be the one place where Open Source software can really start to grow - for much of the same reason that it is showing promise on mobile devices. The actual technology is hidden from users who couldn't be bothered to learn or understand it. For most users, they will see a familiar interface, and be able to get their work done - doesn't matter if it's Open Source or proprietary. If it doesn't work as they expect, they abandon it, and the techies that DO understand the technology actually have an incentive to make it work the way the "dumb" end user wants or needs it to.

You've mentioned Stallman as complaining (doesn't he always) about people not contributing back changes to the community of software that the cloud will run on - he ignores the advantage to those actually doing the legwork: Open Source software can be used with proprietary modifications for services that will benefit the customers of those services, and those making the modifications can actually enjoy a competitive advantage. There wouldn't be any competitive advantage if these modifications had to be published, and without this competitive advantage, there wouldn't be any real benefit to investing time and money on some innovations (again I allude to Google's search technology).
Reply to this comment
by ghaff October 7, 2008 8:44 PM PDT
Re: Google. Well, they're an advertising company but a lot of their infrastructure is based on open source software that they acquired essentially for free. But, right, what they make their money from what is largely proprietary.

However, meaningful growth of open source in the cloud effectively depends on contributions back to the commons. Even if it were true that Open Source in a 2008 Snapshot was widely adopted in the cloud (and then taken private) that wouldn't be much of an advance of open source IMO. The counter-argument of open source as development model is that it's to everyone's advantage to contribute many enhancements/fixes (though perhaps not all) back to the commons--especially for pieces outside of core competitive areas.
by lokanadam October 7, 2008 8:22 PM PDT
why isnt google search engine open source ?
Reply to this comment
by DrtyDogg October 8, 2008 3:26 AM PDT
what is good for the gander is not always good for the goose.
by Penguinisto October 8, 2008 12:07 PM PDT
Why isn't Coke's secret recipe published? ;)
by daftkey October 8, 2008 1:43 PM PDT
Google's been trying to appear as the big bastian of Open Source, but in reality they only want to contribute code from projects where a) it's not obvious that they can increase their ad revenue in that service offering, or b) where it might drive more people back to their online search and service offerings (generating more ad revenue).

Google's search technology is really the only thing making Google any money, and should this technology ever wind up in the hands of Google's competitors, their business would be destroyed.
by ckurowic October 8, 2008 4:19 AM PDT
If the Linux community could pull their heads out of their behinds for 5 seconds they might become more relevant.

I am NOT a Windows fan.
Reply to this comment
by ckurowic October 8, 2008 4:21 AM PDT
It is insanely laughable for Microsoft to even claim they are 1/100000th committed to open source!! Does anyone else find this concept totally crazy? Microsoft...the quintessential evil corporation being depicted as a friendly open source company? "Windows not walls", right? *barf*
Reply to this comment
by Penguinisto October 8, 2008 7:02 AM PDT
"If the Linux community could pull their heads out of their behinds for 5 seconds they might become more relevant. "

In what way? Linux dominates the server room. The only reason Open Source itself got any traction in the business world is due to Linux. FreeBSD was Open Source before Linux even existed - yet nobody began stumbling over themselves to embrace Open Source in the business world until Linux showed up.

Can't see how much more relevant an operating system can get with regards to Open Source, you know?
Reply to this comment
by Imalittleteapot October 8, 2008 6:21 PM PDT
Open source has won as long as people that love to write code can write code. If you love to paint, but you never create a master piece does it matter as long as you got enjoyment out painting? Now I love Linux, but here are some of the Linux complaints.

Go to any Linux help forum and you'll see command line jargon on about your second post. Apparently the GUI configuration tools aren't that effective. Even Windows should do this. Just have one good configuration program that can read XML files that are presented by each program. The XML files can describe to the configuration program what options can be set for that program and what their expected values are. Does every program really need its own options dialog box? They all do the same friggin thing! This also means you can have prewritten code to read and set program options. This would just simply save programmers time instead of having to rewrite this code for every single program. The Linux people just can't get together to make this happen though.

Another one is you need a completely different application package for each distro. Seriously, how hard is it to cram some binaries in a zip file with an XML file that describes what each file is? If a package has a shared library I'm pretty confident it'll go in the shared library folder. Sounds crazy doesn't it? However, the Linux people just can't make this work. Everyone does it their own way so this becomes something very complicated when it shouldn't be.

Also, watch a newbie try to use apt-get when their computer isn't connected to the net. People are used to downloading a single file via the web or torrent and double clicking. Then saving it to a CD or flash drive to install on another machine.

You see Windows has the Win32 API, GDI, Winsock, or DirectX. Windows has a platform. With Linux this isn't the case. The package manager has to look inside of the package and figure out what else you have to download to make that package work. It might already be on the system. It might not. Who knows?

Linux also loves to put things all over the system. Share libraries in the shared folder, binaries in the bin folder. Every app is split into like ten folders. Yet, all your program config files are crammed into the home folder? You couldn't make one more folder for the purpose of organization?

These complaints have been made before, but the Linux supporters will just argue with you, and then wonder why nobody uses Linux on the desktop. They say well, Linux is the da bomb on the server! Awesome, I don't need to run a server. I need to install a program that was written for a completely different distro onto a computer with no net access that's made by a company that doesn't have their app in this distro's repo. Also, I don't want to spend all day tracking down dependencies. Then I need to configure it graphically. Can you make that easier? Cause I can do that on Windows. And this is from someone that loves Linux.
Reply to this comment
by MiamiWebDesigner October 30, 2008 9:11 AM PDT
Cloud Computing and Corporate Culpability

Re: Cloud Computing Security Risks and Accountability for Loss of Data, Breach of Privacy and Other Violations

I am not a lawyer. I don't play one on television. And after my last divorce, I have no motivation to further enrich any member of the legal profession. Nevertheless, my first and best advice to any American business executive considering "cloud computing", "SaaS" or "PaaS" as cost-cutting solutions in recessionary times is GET THEE TO AN ATTORNEY!

Regardless of who wins the White House next Tuesday--Oblabla and the Mouth, or Geezer and Gidget--and no matter what remuda of Republocrats controls our Congress thereafter, the recently exposed excesses of Wall Street's Bonus Buccaneer CEOs guarantee increased scrutiny and accountability for executives at all levels and in all arenas, including and perhaps especially that of the CIO. In such a charged political environment, any harm, damage, loss or breach of HIPAA or other privacy mandates attributable to corporate decisions to outsource sensitive information for bottom-line benefit is likely to have repercussions that go far beyond reversing any perceived savings. And when time comes for the ax to fall in the boardroom--or worse, the gavel in the courtroom--rest assured that your cries to blame the Data Manager in Mumbai will fall on deaf ears.

Bruce Arnold, Miami Web Designer
http://WebDesignMiami.PervasivePersuasion.com
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About The Pervasive Datacenter

This blog takes a deep (and often skeptical) look at trends big and small in the world of enterprise servers, datacenters, and "Yotta-scale" computing. This means also taking into account the myriad of software, networks, and devices that are driving change in (or being driven by) these back-end systems.

Gordon Haff is a Principal IT Advisor for Illuminata, Inc. of Nashua, NH. Before becoming an IT industry analyst, Gordon held a variety of product marketing positions at Data General spanning more than a decade. He's programmed for DOS, Windows, and Linux; builds his own PCs; and holds engineering degrees from MIT and Dartmouth, with an MBA from Cornell. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure.

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