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Risky business: Open source's legal, technical and support issues

Users weigh legal, technical and support issues when considering open source.
By Phil Hochmuth , Network World , 07/04/2005
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The lure of open source software is tempting - tales of enormous cost savings, freedom from vendor control and proprietary technologies, plus the broad resource of a community of volunteer programmers eager to help.

But every reward has its risks.

Ask Autozone; the regional auto parts dealer made the switch to Linux in all of its stores as a point-of-sale system in 2000, displacing SCO OpenServer. The SCO Group , which has brought a widely publicized lawsuit against IBM, claiming it infringed on Unix patents by promoting Linux, turned around and sued its own customer .

More open source stories:

Getting there: Migrating to open source
An open letter to the open source community
Real deal: Business-critical apps
Branching out
Patent issue plagues open source
Risky business
Forum: GPL vs. BSD for open-source licensing
Open source vs. Windows: Security debate rages

"IBM approached Autozone in an effort to induce Autozone to breach its agreement with SCO," the Unix vendor said in court papers. "IBM was actively advising Autozone's internal software group about converting to Linux . . . Despite the Autozone OpenServer License Agreement with SCO . . . IBM finally successfully induced Autozone to cease using the SCO software and to use Linux with IBM's version of Unix. Autozone ultimately decided not to pay SCO the annual fee to continue to maintain the SCO products and . . . with the encouragement of IBM, began the efforts required for conversion to Linux. . ."

In July, a Nevada court issued a stay, pending the outcome of the SCO vs. IBM case as well as SCO suits against Red Hat and Novell. Observers of the case say any penalties against Autozone are unlikely to ever come about because the IBM/Red Hat/Novell cases could be tied up for years. But until the case is resolved, Autozone remains mired in this legal morass (Read a related story on patent issues ).

Technical concerns

Some large enterprise users running Linux in the data center say that while the legal issues are real when using open source software, other risks, particularly around product support, are even more important to consider.

Autozone caught in the crossfire SCO moves from Linux to litigiousness.
1995 Novell sells UnixWare to SCO.
2001 Linux distributor Caldera merges with SCO.
2003 SCO sues IBM charging that IBM took Unix intellectual property owned by SCO and used it in Linux. SCO sends letter to 1,500 Linux users threatening them with legal action.
2004 SCO sues Autozone and DaimlerChrysler. Judge agrees to delay Autozone case. Judge dismisses DaimlerChrysler case.

"There can be technical risks," in deploying open source software, says Joshua Levine, CTO and operations officer at E*Trade Financial in New York. His firm moved off of a Sun Solaris Web platform to Linux four years ago, and saved around $200,000 per server on hardware and software costs. Levin says there were great concerns as to whether a Linux switch would support the firm's trading applications.

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